Equities: New extremes and a challenging opportunity set
Discover insights on the future of equity markets in Q1 2024 and navigate the potential recession with strategic investment choices.
Summary: Saxo Head of APAC macro strategy Kay Van-Petersen looks at how equities surged even before US President Trump announced a postponement to his March 1 deadline for a trade deal with China. Kay also runs us through the potential opportunities, risks and events across all asset classes in the week ahead.
To download your copy of Van-Petersen's latest Macro Monday update, click here.