Macro: Sandcastle economics
Invest wisely in Q3 2024: Discover SaxoStrats' insights on navigating a stable yet fragile global economy.
Our websites use cookies to offer you a better browsing experience by enabling, optimising, and analysing site operations, as well as to provide personalised ad content and allow you to connect to social media. By choosing “Accept all” you consent to the use of cookies and the related processing of personal data. Select “Manage consent” to manage your consent preferences. You can change your preferences or retract your consent at any time via the cookie policy page. Please view our cookie policy and our privacy policy.
Summary: With just six days to go to president-elect Trump's second Inauguration Day, we look at the lay of the land and how markets are anticipating the big incoming policy shifts, especially tariffs. Today's episode features Head of Commodity Strategy Ole S. Hansen, with Chief Macro Strategist John J. Hardy hosting.
Listen to the full episode now or follow Saxo Market Call on your favorite podcast app:
Invest wisely in Q3 2024: Discover SaxoStrats' insights on navigating a stable yet fragile global economy.
Discover strategies for managing bonds as US and European yields remain rangebound due to uncertain inflation and evolving monetary policies.
Explore key trends and opportunities in European equities and electrification theme as market dynamics echo 2021's rally.
Explore the outlook for USD, AUD, NZD, and EM carry trades as risk-on currencies are set to outperform in Q3 2024.
Energy and grains to shine as metals pause. Discover key trends and market drivers for commodities in Q3 2024.
This content is marketing material.
None of the information provided on this website constitutes an offer, solicitation, or endorsement to buy or sell any financial instrument, nor is it financial, investment, or trading advice. Saxo Bank Switzerland and its entities within the Saxo Bank Group provide execution-only services, with all trades and investments based on self-directed decisions. Analysis, research, and educational content is for informational purposes only and should not be considered advice nor a recommendation.
Saxo Bank Switzerland’s content may reflect the personal views of the author, which are subject to change without notice. Mentions of specific financial products are for illustrative purposes only and may serve to clarify financial literacy topics. Content classified as investment research is marketing material and does not meet legal requirements for independent research.
Saxo Bank Switzerland partners with companies that provide compensation for promotional activities conduced on its platform. Additionally, Saxo Bank Switzerland has agreements with certain partners who provide retrocession contingent upon clients purchasing specific products offered by these partners.
While Saxo Bank Switzerland receives compensation from these partnerships, all educational and research content remains focused on providing information to clients.
Before making any investment decisions, you should assess your own financial situation, needs, and objectives, and consider seeking independent professional advice. Saxo Bank Switzerland does not guarantee the accuracy or completeness of any information provided and assumes no liability for any errors, omissions, losses, or damages resulting from the use of this information.
The content of this website represents marketing material and is not the result of financial analysis or research. It has therefore not been prepared in accordance with directives of the Swiss Bankers Association designed to promote the independence of financial research and is not subject to any prohibition on dealing ahead of the dissemination of the marketing material.


