Quarterly Outlook
Investor Outlook: Beyond American shores – why diversification is your strongest ally
Jacob Falkencrone
Global Head of Investment Strategy
Summary: In today's episode, Macro and FX is in focus. That means Charu Chanana is our in-house expert. She discusses Jerome Powell's speech and the non-farm payrolls from last week. She also looks ahead to a week where the inflation figure CPI is the most important macro number. Finally, she talks about the Japanese yen and British pound.
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Q3 Macro Outlook: Less chaos, and hopefully a bit more clarity