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: Volatility ebbs as tensions ease
Clare MacCarthy
Senior Editor, Saxo Bank
Summary: Saxo's John J Hardy and Peter Garnry present an overview of financial markets as US sovereign yields nudge key inflection points, global leading indicators start stabilising and volatility collapses for several major FX pairs. In equities, Sony soars 9% and Pinterest pins its own value at $11.3bn.
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.