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Q2 2021 Quarterly Outlook

Since the pandemic, the big change in economics and politics has been that we have transitioned to an era of fiscal stimulus forever. The new mantra is to print and spend as much money as possible to ensure social stability, but this new paradigm comes with unintended consequences and a cost – high inflation.

Agenda

  • The law of unintended consequences – the world is now short of everything it needs
  • Weaker USD a must for deleveraging the global economy
  • There is no escaping the bond market

After the presentation, you’ll also be able to join a lively Q&A session and get the investing insights you need to stay ahead of the curve in Q2, right from our experts.

Speakers

Steen Jakobsen – CIO and Chief Economist
John Hardy – Head of FX Strategy
Althea Spinozzi – Fixed Income Strategist

Saxo Capital Markets HK Limited
19th Floor
Shanghai Commercial Bank Tower
12 Queen’s Road Central
Hong Kong

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Hong Kong S.A.R
Hong Kong S.A.R

Saxo Capital Markets HK is a company authorised and regulated by the Securities and Futures Commission of Hong Kong. Saxo Capital Markets HK Limited holds a Type 1 Regulated Activity (Dealing in securities); Type 2 Regulated Activity (Dealing in Futures Contract); Type 3 Regulated Activity (Leveraged foreign exchange trading); Type 4 Regulated Activity (Advising on securities) and Type 9 Regulated Activity (Asset Management) licenses (CE No. AVD061). Registered address: 19th Floor, Shanghai Commercial Bank Tower, 12 Queen’s Road Central, Hong Kong

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