Quarterly Outlook
Q3 Investor Outlook: Beyond American shores – why diversification is your strongest ally
Jacob Falkencrone
Global Head of Investment Strategy
Global Head of Macro Strategy
Summary: Market direction today is highly contingent on the post-FOMC meeting narrative, as the latest round of US jobs and earnings data and ISM non-manufacturing either supports or casts doubt over the market’s interpretation of the “less dovish” Fed narrative.