Macro: Sandcastle economics
Invest wisely in Q3 2024: Discover SaxoStrats' insights on navigating a stable yet fragile global economy.
Summary: In this September equity presentation we show that recession risk is rising fast and how the strong USD is getting to the point of intervention. We also guide the investor on how to position the portfolio in the event of a weaker USD regime when it comes. We also go a bit deeper into our tactical asset allocation strategy Stronghold which Saxo Bank clients can invest into through SaxoSelect on the trading platform.