Quarterly Outlook
Investor Outlook: Beyond American shores – why diversification is your strongest ally
Jacob Falkencrone
Global Head of Investment Strategy
Summary: Today, we look at the upcoming Bank of Japan meeting, noting the extreme anticipation around the event, together with the likelihood of considerable intraday volatility in the wake of the event, even if the Bank of Japan tries to deliver as little as possible, as we all know that new leadership and a likely further tightening of policy is in the pipeline with Kuroda's replacement after April. A look at crude oil, copper, upcoming earnings and macro data and more on today's pod, which features macro strategist Charu Chanana on the BoJ, Ole Hansen on commodities and John J. Hardy hosting and on FX.
Listen to today’s podcast - slides are available via the link.
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Q3 Macro Outlook: Less chaos, and hopefully a bit more clarity