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Koefoed: My essential macro trades for Q4

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How could you be trading a very mixed global macro picture in Q4? Saxo Bank's Head of Macro Strategy, Mads Koefoed outlines his thoughts and trading strategy. Frontier markets look attractive, he says. It may be time to short USDJPY and why you should consider protecting yourself against possible downsides in the ECB's Asset Quality Review programme with a Stoxx 50 put.