Quarterly Outlook
Investor Outlook: Beyond American shores – why diversification is your strongest ally
Jacob Falkencrone
Global Head of Investment Strategy
Summary: Today we talk about the possibility of another Santa rally in gold and silver. The previous six years have had a strong December in those two precious metals - is the setup right again this year? The oil market is nervous with a tricky supply and demand situation with traders awaiting OPEC's next move. For all the weakness in China, Copper is still holding up pretty well and the recent moves from the Chinese government to support real estate developers and the economy could turn things around for copper. In addition, Chinese inventory of copper is at a rock-bottom low, with Ole S Hansen and Peter Garnry.
Listen to today’s podcast.
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Q3 Macro Outlook: Less chaos, and hopefully a bit more clarity