Quarterly Outlook
Investor Outlook: Beyond American shores – why diversification is your strongest ally
Jacob Falkencrone
Global Head of Investment Strategy
Head of Commodity Strategy
Summary: Weekly data compiled in the Commitments of Traders report remain delayed due to the 35 days partial shutdown of the US government between December 22 and January 25. The CFTC will be rolling out figures twice a week and should catch up by March 5. The latest available data, presented here, covers the week to January 22.
Q3 Macro Outlook: Less chaos, and hopefully a bit more clarity