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...
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Equities rally on earnings and investor optimism
Clare MacCarthy
Senior Editor, Saxo Bank
Equity markets are off to a flying start after a raft of strong US corporate earnings reports boosted investor optimism, sending the world's leading indices well into positive territory. Everything from the Nasdaq Composite to Japan's Topix bounded higher and European bourses too and following suit.
Peter Garnry, Saxo's head of equity strategy, says that the Netflix share's 9% advance (on the back of a huge surge in its global subscriber base) was a key driver behind the overnight 1.8% gain in the Nasdaq 100. Among other releases, Goldman Sachs delivered a massive positive surprise with a 25% increase in EPS and a 15% surge in revenue, driven by a rebound in fixed income trading and debt underwriting.
In FX, the US dollar outlook remains cloudy, says John J Hardy, Saxo's head of forex strategy. As has been typical in recent days, the greenback is studiously avoiding any definitive directional move. Elsewhere, we see USDCHF through its 200-day moving average and EURCHF is nearing the key 1.200 level.
Finally, in the fixed income market, the yield on the 10-year Treasury is stable at 2.83%, despite the rally in equities, says Althea Spinozzi, of Saxo's fixed income trading desk. But the ever-flattening yield curve scenario persists and the spread between 2-year and 10-year maturities has hit a record low of 43.54 – its lowest point since 2017.
Outrageous Predictions 2026
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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...