Saxo's Q4 Outlook - Bond. Long Bond(s)
With the spectre of stagflation lite looming, will investors find a once-in-a-decade opportunity in bonds?
Saxo's latest Quarterly Outlook is out now. This time we look at how ‘peak rates’ and the spectre of stagflation lite may be giving investors a once-in-a-decade opportunity to go long bonds. We also look at the high cost of capital and its impact on the green transformation, the continued strength of the USD and the potential for stagflation to reignite precious metals.