Macro: Sandcastle economics
Invest wisely in Q3 2024: Discover SaxoStrats' insights on navigating a stable yet fragile global economy.
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Macro Monday (Week 22): The spaces in between
Kay Van-Petersen
Global Macro Strategist
Global Macro Strategist
Summary: Saxo Head of APAC macro strategy Kay Van-Petersen looks at his cross-asset forecast for the week ahead, with a focus on the China-US trade war's impact on semiconductors and tech-sector shares, Beijing's crucial advantage in rare earth mineral production, and more.
To download your copy of Van-Petersen's latest Macro Monday update, click 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.