Steen’s Chronicle: ‘Don’t blame the messenger because the message is unpleasant’ - Ken Star (Major macro outlook for next 18-24 months)

Dear All,

 

This is the first major change to my long term outlook since Q3-2013. This model of course is not a crystal ball, but in the past it has called some reasonable early change to the macro environment and it always a good starting point for a discussion against a consensus which is dangerously realigned.

 

I hope it will give food for thoughts,

 

Steen

 

 

Med venlig hilsen  |  Best regards
Steen Jakobsen  |  Chief Investment Officer

 

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