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: New month but no fresh start for markets
Clare MacCarthy
Senior Editor, Saxo Bank
Summary: Join Saxo Head of Commodity Strategy Ole Hansen as he discusses how trade wars continue to dog global sentiment as US President Trump ratchets up the pressure on international allies, including Mexico and India. The upshot is trepidation all round and safe haven gains for US long-dated bonds, gold and the Japanese yen.
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.