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:The mood shifts in equity markets
Clare MacCarthy
Senior Editor, Saxo Bank
Summary: Volatility has crept back into equities, halting their run higher, for now at least, says Saxo Equities Head Peter Garnry. Meanwhile, our FX Head John Hardy reports how the AUD dipped after the RBA meeting and Ole Hansen, Commodities Head, notes how oil is torn between supply cuts and macro concerns.
Quarterly Outlook 2024 Q3
Sandcastle economics
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Equities: Are we blowing bubbles again
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FX: Risk-on currencies to surge against havens
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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.