Macro: Sandcastle economics
Invest wisely in Q3 2024: Discover SaxoStrats' insights on navigating a stable yet fragile global economy.
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In this video, Chief Investment Officer Steen Jakobsen and Ole Hansen, Head of Commodity Strategy, discuss:
• The unsustainable equity rally
• The mispricing of unemployment and the importance of company earnings
• The potential issues ahead for Europe
• Structural support for Gold and near term price targets
• Oil’s month of pain and the implication of the storage crunch
• The discrepancy between Oil futures and forward looking energy assets
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.