The third quarter of 2018 will be a volatile one, and we expect an inversion of the yield curve by year-end or in the first quarter of 2019. That said, with volatility comes opportunity, and we are looking to investment grade US bonds and high yield short-term corporates to outperform.
Saxo Bank's Quarterly Outlook for Q2 is here, with expert insights and trading themes from our team of strategists. Get your copy here.
Macro Monday (Week 21): Trade war in the spotlight again
Saxo Head of APAC macro strategy Kay Van-Petersen looks at the agenda across asset classes for the week ahead, with a focus once again on the China-US trade war and what it means for investors' portfolios. Kay will also look at the surprising outcome of the Australian election and what's likely to emerge from the upcoming European Parliament poll.
Macro Monday (Week 20): Will China strike back?
Saxo Head of APAC macro strategy Kay Van-Petersen looks at the agenda across asset classes for the week ahead, with a focus on the China-US trade war and what it means for investors' portfolios. Kay will be joined by his colleague Forrest Mao, from Saxo's China office, for a closer look at the key themes.
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