Quarterly Outlook
Q3 Investor Outlook: Beyond American shores – why diversification is your strongest ally
Jacob Falkencrone
Global Head of Investment Strategy
Summary: Today a look at so many assets perched near interesting levels, including the S&P500 Index, several USD pairs, oil and more, and whether the start of the earning season this week sees the market able to continue bulling higher on the perceived support of liquidity, or taking a more cautious stance. Today with Ole Hansen on commodities and John J. Hardy on FX.
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Q3 Macro Outlook: Less chaos, and hopefully a bit more clarity