Quarterly Outlook
Investor Outlook: Beyond American shores – why diversification is your strongest ally
Jacob Falkencrone
Global Head of Investment Strategy
Head of Macroeconomic Research
Summary: An unexpectedly large dip in weekly jobless claims reveals that the US labour market remains strong, but a rise in the four-week average rate might be the start of a worrying trend.
Q3 Macro Outlook: Less chaos, and hopefully a bit more clarity