Quarterly Outlook
Investor Outlook: Beyond American shores – why diversification is your strongest ally
Jacob Falkencrone
Global Head of Investment Strategy
Head of Commodity Strategy
Summary: Neither renewed Middle East tensions nor possibly deeper OPEC+ output cuts has managed to bump crude oil from its tight range. The reasons? Growing worries about the impact of the trade war on global economic growth as well as a stubbornly strong dollar, says Saxo's Ole Hansen.
Q3 Macro Outlook: Less chaos, and hopefully a bit more clarity