Dear All,
This is my last long term macro presentation before all the fun of Outrageous Predictions 2018 starts (Launch December 7th 2017) – I have coined a new short name, mostly to remember the items myself: C.E.M.I.R^3,
Below is a short taste of the themes, as always do not for one second think I believe I can predict anything, but see this as input some of the major trends/changes going on in the macro picture right now:
Nice week-end and as always safe travels,
Steen
Med venlig hilsen | Best regards
Steen Jakobsen | Chief Investment Officer
Saxo Bank A/S | Philip Heymans Allé 15 | DK-2900 Hellerup
Phone: +45 39 77 40 00 | Direct: +45 39 77 62 23 | Mobile: +45 51 54 50 00
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