Saxo Group’s Q3 2018 Outlook

Discover the emerging trading themes set to shape the markets in the #SaxoStrats’ Q3 2018 Outlook.

Saxo Group’s strategists have come together to offer you unrivalled analysis, getting to the heart of economic forecasts, policy horizons, asset prices and more. This publication focuses on trade war; with relations between China and the US threatening to reach breaking point, a period of increased volatility is on the cards. But can opportunities be found amid the uncertainty?

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What does ‘trade war’ really mean?

Contemporary trade policy – with its emphasis on free exchange – dates back to the 1930s, with the decades since then showing that world trade and global prosperity depend heavily on the elimination of barriers.

The rising tide of populism, however, has seen several major economies turn away from this consensus – most notably the US under President Trump.

As the trade war between the US and China intensifies, the #SaxoStrats believe that there are several methods and strategies by which investors can weather, and even profit from, the present storm. 

Nevertheless, the trade war is a worrying development and its combination of protectionism, isolationism and nationalism is likely to weigh on the financial markets for some time.

Download the Quarterly Outlook now and read the SaxoStrats’ views on the macro picture, as well as specific asset classes.

Q3 Outlook: The long road to a global trade war

Jacob Pouncey

Cryptocurrency analyst, Saxo Bank Group

Saxo Group’s Q3 2018 Quarterly Outlook

Michael McKenna

Head of Editorial Content, Saxo Bank Group

Q3 Outlook: Much fear, but opportunity too

Althea Spinozzi

Fixed Income Specialist, Saxo Bank Group

Q3 Outlook: The drumbeat of trouble is sounding

Peter Garnry

Head of Equity Strategy, Saxo Bank Group

Q3 Outlook: The dragon in the trade war storm

Kay Van-Petersen

Global Macro Strategist, Saxo Bank Group

Q3 Outlook: USD-negative trade war

John Hardy

Head of FX Strategy, Saxo Bank Group

Q3 Outlook: Australia can gain where the US feels pain

Eleanor Creagh

Australian Market Strategist, Saxo Bank Group

Q3 Outlook: Only China can save us

Christopher Dembik

Head of Macro Analysis, Saxo Bank Group

Q3 Outlook: Commodities challenged

Ole Hansen

Head of Commodity Strategy, Saxo Bank Group

Q3 Outlook: This could end very badly

Steen Jakobsen

Chief Economist & CIO

Download the Quarterly Outlook now to read our #SaxoStrats’ analysis in full, and discover what this quarter holds in store for macro, equities, forex, fixed income, commodities, cryptos and more.


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