Quarterly Outlook
Investor Outlook: Beyond American shores – why diversification is your strongest ally
Jacob Falkencrone
Global Head of Investment Strategy
Global Head of Macro Strategy
Summary: The commodity dollars are on the defensive again after a weak GDP print from Australia and on fears that the Bank of Canada will wax more dovish today. Elsewhere, we await tomorrow’s ECB meeting for signs of life in EURUSD and when the long established range will fall.
Q3 Macro Outlook: Less chaos, and hopefully a bit more clarity