Quarterly Outlook
Q3 Investor Outlook: Beyond American shores – why diversification is your strongest ally
Jacob Falkencrone
Global Head of Investment Strategy
Summary: This is the first fixed-income episode of the year and we are talking about the negative start to the year with rising bond yields and one US rate cut almost being priced out already. We also talk about whether the US 10-year yield here at 4% is attractive and what the risks are and especially in the context of tomorrow's US inflation report. We also talk about our recently published quarterly outlook where we highlighted three scenarios in the economy and how these scenarios will impact the yield curve, with Peter Garnry and Althea Spinozzi.
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Q3 Macro Outlook: Less chaos, and hopefully a bit more clarity