Macro: Sandcastle economics
Invest wisely in Q3 2024: Discover SaxoStrats' insights on navigating a stable yet fragile global economy.
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Morning Call: Nasdaq 100 corrects
Clare MacCarthy
Senior Editor, Saxo Bank
Summary: In today's edition of the Saxo Morning Call, we look at how the US' leading tech equity index has been knocked back by a mix of Iran worries, the US charges against some Chinese banks and the fact we're hitting the end of the quarter. Gold, too, has fallen off its perch over St Louis Fed president James Bullard's remark that a 50bps rate cut "would be excessive".
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.