Quarterly Outlook
Q3 Investor Outlook: Beyond American shores – why diversification is your strongest ally
Jacob Falkencrone
Global Head of Investment Strategy
Summary: Today we look at the market narrative around the coming "landing" and what might happen if the economy re-accelerates and the market has to price in a "no landing" scenario. The key is the long end of the yield curve, which has remained very anchored for a few months. Elsewhere, we discuss the important US January CPI release coming up tomorrow, discuss Interesting stocks to watch as some vulnerable companies seek liquidity and Lyft craters in contrast to Uber's recent report, and look at earnings reports up today. Today's pod features Peter Garnry on equities, with John J. Hardy hosting and on FX.
Listen to today’s podcast - slides are available via the link.
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