Macro: Sandcastle economics
Invest wisely in Q3 2024: Discover SaxoStrats' insights on navigating a stable yet fragile global economy.
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The Federal Reserve has a new boss, and according to Saxo Bank head of forex strategy John Hardy, he's not the same as the old boss.
Jerome Powell brings a candid, frank style to the position, which is proving a sharp contrast to the tone struck by the Bernanke/Yellen Fed. In Hardy's latest webinar, he explains what this could mean for the dollar, the Fed's 'third mandate', volatility, and markets as a whole.
He also takes a closer look at the state of play following the early-February volatility smash-up, including the VIX and risk parity, among other topics.
For more Saxo webinars, see the webinar calendar and archive here.
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.