Quarterly Outlook
Investor Outlook: Beyond American shores – why diversification is your strongest ally
Jacob Falkencrone
Global Head of Investment Strategy
Head of Commodity Strategy
Summary: Speculators slashed bullish commodity bets by 19% to 771,000 lots, an eight-week low, in the week to November 13 with natural gas the only major exception.
Q3 Macro Outlook: Less chaos, and hopefully a bit more clarity