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: Global equity markets put in a strong session yesterday, led by a sharply rebounding US market that picked itself up after a recent torrent of selling. Many major European indices had been relatively immune to the histrionics in the US market and also rallied yesterday as they look toward key cycle resistance once again. Today all eyes are on the ECB for their impact on the euro and whether they can support the better mood in Europe.
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What is going on?
What we are watching next?
Economic Calendar Highlights for today (times GMT)
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Q3 Macro Outlook: Less chaos, and hopefully a bit more clarity