Macro Monday (week 46): What now after the US midterms?
Summary: Saxo Bank Head of APAC Macro Strategy Kay Van-Petersen takes a look at the global agenda for a week that includes several key central bank meetings and quite a bit of fresh economic data.
Saxo Bank Head of APAC Macro Strategy Kay Van-Petersen takes a look at the global agenda for a week that includes several key central bank meetings and quite a bit of fresh economic data.
To download your copy of Van-Petersen's latest Macro Monday update, click here.
Quarterly Outlook Q3 2022: The Runaway Train
- Central banks' attempts to kill inflation is a paradigm shift, which could end in a deep recession.
Tangible assets and profitable growth are the winners
Understanding the lack of investment appetite among oil majors
The pressure is on as the wind leaves the sails
Why the Fed can never catch up and what turns the US dollar lower?
Bank of Japan: Swimming against the tide
Green transformation detour and bear market hibernation
Crisis redux for the eurozone?
Please read our disclaimers:
- Notification on Non-Independent Investment Research (https://www.home.saxo/legal/niird/notification)
- Full disclaimer (https://www.home.saxo/en-gb/legal/disclaimer/saxo-disclaimer)