Quarterly Outlook
Q3 Investor Outlook: Beyond American shores – why diversification is your strongest ally
Jacob Falkencrone
Global Head of Investment Strategy
Global Head of Macro Strategy
Summary: A sharp backup in US yields on Friday sets up an interesting week ahead, boosting the USD outlook – especially USDJPY, which is challenging resistance again. Elsewhere, a busy Australian economic calendar should drive considerable volatility in AUD crosses, particularly tonight’s RBA meeting.