Quarterly Outlook
Q3 Investor Outlook: Beyond American shores – why diversification is your strongest ally
Jacob Falkencrone
Global Head of Investment Strategy
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Global Market Quick Take: Asia – December 22, 2023
Redmond Wong
Chief China Strategist
Summary: US stocks rebounded, with the S&P 500 rising 1% to 4,747 and Nasdaq100 gaining 1.2% to 16,757. Downward revisions in Q3 GDP and PCE deflators, coupled with a weak Philly Fed outlook, reaffirmed rate cut expectations. Semiconductor stocks, including Micron, Intel, and Nvidia, outperformed. Nike plummeted over 10%, revising its full-year growth guidance to 1%. The Dollar weakened; USDJPY slid 1% to 142.10, while AUDUSD rose to 0.68. Today's focus is on the release of November PCE deflators, shaping market sentiment.
The Saxo Quick Take is a short, distilled opinion on financial markets with references to key news and events.
Latest Market Insights
Quarterly Outlook
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Quarterly Outlook
Q3 Macro Outlook: Less chaos, and hopefully a bit more clarity
John J. Hardy
Global Head of Macro Strategy
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Quarterly Outlook
Upending the global order at blinding speed
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We are witnessing a once-in-a-lifetime shredding of the global order. As the new order takes shape, ... -
Quarterly Outlook
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Charu Chanana
Chief Investment Strategist
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Quarterly Outlook
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Jacob Falkencrone
Global Head of Investment Strategy
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Quarterly Outlook
Commodity Outlook: Commodities rally despite global uncertainty
Ole Hansen
Head of Commodity Strategy
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Quarterly Outlook
Macro outlook: Trump 2.0: Can the US have its cake and eat it, too?
John J. Hardy
Global Head of Macro Strategy
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Quarterly Outlook
Equity Outlook: The ride just got rougher
Charu Chanana
Chief Investment Strategist
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Quarterly Outlook
China Outlook: The choice between retaliation or de-escalation
Charu Chanana
Chief Investment Strategist
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Quarterly Outlook
Commodity Outlook: A bumpy road ahead calls for diversification
Ole Hansen
Head of Commodity Strategy