Quarterly Outlook
Investor Outlook: Beyond American shores – why diversification is your strongest ally
Jacob Falkencrone
Global Head of Investment Strategy
Summary: Trump is supposedly set to go easier than originally planned with the reciprocal tariffs to be announced next Wednesday, April 2. There are few details on this story, which provided the strong boost to risk sentiment today. Does this mean that Trump has "blinked" on the tariff issue? We assess where we are and what to watch for across asset classes, as well as highlighting incoming economic data and much more. Today's pod hosted by Saxo's John J. Hardy.
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Link to today's slide deck:
Q3 Macro Outlook: Less chaos, and hopefully a bit more clarity