Quarterly Outlook
Q3 Investor Outlook: Beyond American shores – why diversification is your strongest ally
Jacob Falkencrone
Global Head of Investment Strategy
Global Macro Strategist
Summary: Macro Dragon = Cross-Asset Daily Views that could cover anything from tactical positioning, to long-term thematic investments, key events & inflection points in the markets, all with the objective of consistent wealth creation overtime.
Inflation themed day, today.
It worth noting that o/n we got much better than expected New Loans out of CH at 1700B a 1300B e 2850 B… also we are hearing of BTE consumption happening as well as demand for industrial metals…
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Start-End = Gratitude+Integrity+Vision. Create Luck. Process > Outcome. Sizing > Idea.
Namaste,
KVP
Q3 Macro Outlook: Less chaos, and hopefully a bit more clarity