Quarterly Outlook
Investor Outlook: Beyond American shores – why diversification is your strongest ally
Jacob Falkencrone
Global Head of Investment Strategy
Global Head of Macro Strategy
Summary: The US equity markets saw a fresh slide yesterday, and the last two sessions of declines, together with a slide in the futures overnight, have now wiped away all of the steep rally from Monday in the S&P500 index. Sentiment may be weakening on fading US stimulus hopes. Elsewhere, sterling traders are buffeted by Boris Johnson canceling his Brexit deadline and Aussie traders by RBA considering longer term asset purchases.
What is our trading focus?
What is going on?
What we are watching next?
Economic Calendar Highlights for today (times GMT)
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Q3 Macro Outlook: Less chaos, and hopefully a bit more clarity