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 light positioning in crude oilmarkets ahead of the New Year, offering plenty of space for big moves next year, particularly if demand picks up. Also, a look at one measure of US dollar positioning that suggests bulls may have a hard time finding more fuel for an extension higher. We also cover the latest on the natural gas situation in Europe, positioning in other commodity markets, other FX perspectives and more. Today's pod features Ole Hansen on commodities and John J. Hardy hosting and on FX.
Listen to today’s podcast and have a look at today’s slide deck.
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Q3 Macro Outlook: Less chaos, and hopefully a bit more clarity