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Macro Monday (Week 21): Trade war in the spotlight again
Video length: 36 minutes
Macro

Macro Monday (Week 21): Trade war in the spotlight again

Summary:  Saxo Head of APAC macro strategy Kay Van-Petersen looks at the agenda across asset classes for the week ahead, with a focus once again on the China-US trade war and what it means for investors' portfolios. Kay will also look at the surprising outcome of the Australian election and what's likely to emerge from the upcoming European Parliament poll.

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

Quarterly Outlook Q3 2022: The Runaway Train

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  • Why the Fed can never catch up and what turns the US dollar lower?

    Many other central banks are set to eventually outpace the Fed in hiking rates, taking their real interest rates to levels higher than the Fed will achieve.
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  • Bank of Japan: Swimming against the tide

    The Japanese economy has gone from the age of deflation to rapidly rising prices in no time, leaving the Bank of Japan in a pickle.
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  • Green transformation detour and bear market hibernation

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  • Crisis redux for the eurozone?

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  • Technical Outlook: Gold, Oil and a remarkable multi-decade perspective on Equities

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  • China: the train of new development paradigm left the station two years ago

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