Quarterly Outlook
Q3 Investor Outlook: Beyond American shores – why diversification is your strongest ally
Jacob Falkencrone
Global Head of Investment Strategy
Summary: Markets are steady in the US, while the Nikkei 225 pulled to new highs once again overnight. US President Donald Trump was impeached, with ten Republicans joining the effort, though no trial is likely in the Senate before Trump leaves office. US yields ended the day lower yesterday but backed up rather sharply overnight, likely on reports that president-elect Biden is planning a larger than expected stimulus after inauguration.
What is our trading focus?
What is going on?
What are we watching next?
Economic Calendar Highlights for today (times GMT)
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Q3 Macro Outlook: Less chaos, and hopefully a bit more clarity