Saxo Bank's Q4 2018 Quarterly Outlook
Head of Editorial Content, Saxo Bank
Summary: Saxo Bank's Quarterly Outlook for Q4 2018 is now live.
Discover expert insights and emerging trading themes in the #SaxoStrats’ Q4 2018 Outlook
Our expert strategists have come together to offer you unrivaled analysis, getting to the heart of economic forecasts, policy horizons, asset prices and more. This publication focuses on the perfect storm of Federal Reserve tightening, a fearsomely strong dollar, and an escalating trade war between the US and China that has hit emerging market assets.
As we head into Q4'18, the world has reached a critical crossroads on multiple fronts. From globalisation to geopolitics, as well as economics, we face a collective choice between escalation and turning from the brink.
Where do we go from here?
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The pressure is on as the wind leaves the sailsWith cryptocurrencies in sharp decline, are we entering a crypto winter or is the bear market a healthy clean-up of the crypto space?
Why the Fed can never catch up and what turns the US dollar lower?Many other central banks are set to eventually outpace the Fed in hiking rates, taking their real interest rates to levels higher than the Fed will achieve.
Bank of Japan: Swimming against the tideThe Japanese economy has gone from the age of deflation to rapidly rising prices in no time, leaving the Bank of Japan in a pickle.
Green transformation detour and bear market hibernationWith the impending risk of global econonomic derailment, we share the five things investors need to consider in this new half year.
Crisis redux for the eurozone?Whether there's going to be a recession in Europe or not, the path towards a stable economy will be agonizing.
Technical Outlook: Gold, Oil and a remarkable multi-decade perspective on EquitiesThe Nasdaq bubble pattern, USDJPY resistance, crude oil uptrend losing steam and the technical outlook for USD.
China: the train of new development paradigm left the station two years agoChina is transiting to a new development paradigm, as they are hit by deteriorating terms of trade, a slower global economy and an uncertain future while continuing attempts to contain the pandemic.
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