Outrageous Predictions
Executive Summary: Outrageous Predictions 2026
Saxo Group
Read Saxo's Outrageous Predictions for 2026, our latest batch of low probability, but high impact ev...
You can access both of our platforms from a single Saxo account.
Morning Brew March 11 2022
Erik Schafhauser
Senior Relationship Manager
Summary: ECB Hawkish, HK Shares under pressure, TRY falls, Indexes nervous
Good Morning,
The ECB was surprisingly hawkish, there must have been a good amount of pressure from the Bundesbank to take a tougher stance on inflation. While no action was taken on rates, the reduction of bond purchases has been moved forward. German 10 Year Yields rise to 0.3%.
The US CPI came as expected at 7.9% - a 40 year high. US 10 year yields rise to above 2% and the USD Index to 98.55, EURUSD drops to 1.1020 and GBPUSD to below 1.31 again.- Gold is at 1985 and silver 25.75. Oil fell to 111 in the UK Line.
USDJPY rose to 116.55 a 5 year high.
The Turkish Lira is approaching 15 on worries of the impact of the Ukraine war and rising inflationary pressure.
Equities closed lower overall but the large Indexes all fell less than 1%, the GER40 fell to 13270 but could since regain to 13535.
The United States, together with the Group of Seven nations and the European Union, will move on Friday to revoke Russia's "most favoured nation" status over its invasion of Ukraine, this would allow tariffs to be imposed.
A dispute between the US and China on the auditing of US listed Chinese companies is tensioning causing pressure on Hong Kong stocks, Yum Brands falls 10% as it may be forced to delist in the US if an agreement is not reached.
The economic agenda is thin today with the University of Michigan Consumer Confidence at 16:00 CET the most interesting but we are in a news driven environment and there can be sharp moves at any point in time.
Trade safely.
Latest Market Insights
Outrageous Predictions 2026
-
-
Outrageous Predictions
A Fortune 500 company names an AI model as CEO
Charu Chanana
Chief Investment Strategist
Can AI be trusted to take over in the boardroom? With the right algorithms and balanced human oversi... -
Outrageous Predictions
Despite concerns, U.S. 2026 mid-term elections proceed smoothly
John J. Hardy
Global Head of Macro Strategy
In spite of outstanding threats to the American democratic process, the US midterms come and go cord... -
Outrageous Predictions
Dollar dominance challenged by Beijing’s golden yuan
Charu Chanana
Chief Investment Strategist
Beijing does an end-run around the US dollar, setting up a framework for settling trade in a neutral... -
Outrageous Predictions
Obesity drugs for everyone – even for pets
Jacob Falkencrone
Global Head of Investment Strategy
The availability of GLP-1 drugs in pill form makes them ubiquitous, shrinking waistlines, even for p... -
Outrageous Predictions
Dumb AI triggers trillion-dollar clean-up
Jacob Falkencrone
Global Head of Investment Strategy
Agentic AI systems are deployed across all sectors, and after a solid start, mistakes trigger a tril... -
Outrageous Predictions
Quantum leap Q-Day arrives early, crashing crypto and destabilizing world finance
Neil Wilson
Investor Content Strategist
A quantum computer cracks today’s digital security, bringing enough chaos with it that Bitcoin crash... -
Outrageous Predictions
Taylor Swift-Kelce wedding spikes global growth
John J. Hardy
Global Head of Macro Strategy
Next year’s most anticipated wedding inspires Gen Z to drop the doomscrolling and dial up the real w... -
Outrageous Predictions
SpaceX announces an IPO, supercharging extraterrestrial markets
John J. Hardy
Global Head of Macro Strategy
Financial markets go into orbit, to the moon and beyond as SpaceX expands rocket launches by orders-... -
Outrageous Predictions
China unleashes CNY 50 trillion stimulus to reflate its economy
Charu Chanana
Chief Investment Strategist
Having created history’s most epic debt bubble, China boldly bets that fiscal stimulus to the tune o...