Quarterly Outlook
Q3 Investor Outlook: Beyond American shores – why diversification is your strongest ally
Jacob Falkencrone
Global Head of Investment Strategy
You can access both of our platforms from a single Saxo account.
Tech, financial shares lead the way
Michael McKenna
Head of Editorial Content, Saxo Bank
Equities were mixed overnight after a soft Wall Street session that nonetheless remained well within the rebound trend set over the past six trading days. Hong Kong's Hang Seng index, however, was the standout performer after a surge in financial-sector shares pushed the index nearly 2% higher.
On Wall Street, Saxo Bank head of equity strategy Peter Garnry reports that its the Nasdaq index that looks the most robust with tech stocks leading the way on Tuesday. Today's key data points for equity investors are the Euurozone PMI print at 10:45 GMT, its US counterpart at 14:45, and the release of the Federal Open Market Committee's latest minutes at 19:00 GMT.
"Along with the ongoing Treasury auctions, the FOMC will [determine the direction of the USD trade] as investors look for a possible ramping-up of the central bank's interest rate hike schedule," says Garnry.
The European release, meanwhile, could join Tuesday's stronger-than-expected ZEW economic expectations print in lending some momentum to European stocks.
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
After the chaos of Q2, the quarter ahead should get a bit more clarity on how Trump 2.0 is impacting... -
Quarterly Outlook
Upending the global order at blinding speed
John J. Hardy
Global Head of Macro Strategy
We are witnessing a once-in-a-lifetime shredding of the global order. As the new order takes shape, ... -
Quarterly Outlook
Equity outlook: The high cost of global fragmentation for US portfolios
Charu Chanana
Chief Investment Strategist
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Quarterly Outlook
Asset allocation outlook: From Magnificent 7 to Magnificent 2,645—diversification matters, now more than ever
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