Macro: Sandcastle economics
Invest wisely in Q3 2024: Discover SaxoStrats' insights on navigating a stable yet fragile global economy.
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Commodities: Navigating an economic slowdown, trade wars and geo-political risks
Ole Hansen
Head of Commodity Strategy
Head of Commodity Strategy
Summary: In this November update we take a closer look at current macro developments and their impact on key commodities from crude oil and gold to copper and grains. As usual we also dive into the Commitments of Traders report looking for signals. Link to slide deck can be found below.
Click here for the accompanying slide deck
Quarterly Outlook 2024 Q3
Sandcastle economics
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Bonds: What to do until inflation stabilises
Discover strategies for managing bonds as US and European yields remain rangebound due to uncertain inflation and evolving monetary policies.
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Equities: Are we blowing bubbles again
Explore key trends and opportunities in European equities and electrification theme as market dynamics echo 2021's rally.
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FX: Risk-on currencies to surge against havens
Explore the outlook for USD, AUD, NZD, and EM carry trades as risk-on currencies are set to outperform in Q3 2024.
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Commodities: Energy and grains in focus as metals pause
Energy and grains to shine as metals pause. Discover key trends and market drivers for commodities in Q3 2024.