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Macro Monday (Week 20): Will China strike back?
Video length: 46 minutes
Macro

Macro Monday (Week 20): Will China strike back?

Summary:  Saxo Head of APAC macro strategy Kay Van-Petersen looks at the agenda across asset classes for the week ahead, with a focus on the China-US trade war and what it means for investors' portfolios. Kay will be joined by his colleague Forrest Mao, from Saxo's China office, for a closer look at the key themes.

To download your copy of Van-Petersen's latest Macro Monday update, click here.

Quarterly Outlook Q2 2022: The End Game has arrived

  • The End Game has arrived

    Shocks from covid and the war in Ukraine have forced the global financial and political world to change, but what will the end game be?
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  • Productivity and innovation have never been more important

    As the world economy hits physical limits and central banks tighten their belts, could equities be facing a 10-15% downside?
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  • The great EUR recovery and the difficulty of trading it

    If the terrible fog of war hopefully lifts soon, the conditions are promising for the euro to reprice significantly higher.
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  • Tight commodity markets – turbocharged by war and sanctions

    With supply already tight, commodities keep powering on. But will it last for yet another quarter?
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  • Between a rock and a hard place

    Geopolitical concerns will add upward price pressures and fears of slower growth, while volatility will remain elevated.
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  • The Great Erosion

    Inflation is everywhere and central banks try to combat it. But will they get it under control in time?
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  • Australian investing: Six considerations amid triple Rs: rising rates, record inflation and likely recession

    While global financial markets are struggling in an uncertain world, the commodity-heavy Australian ASX index is poised to keep a positive momentum.
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  • Cybersecurity – the rush to catch up with reality

    With the invasion of Ukraine, governments and private companies are rushing to reinforce their cyber defenses.
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