Q4 Outlook: Emerging or submerging markets?
Video length: 2 minutes

Q4 Outlook: Emerging or submerging markets?

Steen Jakobsen
Chief Investment Officer

Summary:  EM assets are trading at a deep discount, but a shift in growth leadership from the US to China could lead to a weaker US dollar, which would support commodities and EM again. Meanwhile the simmering Sino-US trade war heightens the risks for the global economy, and we are at a crossroads on several fronts: globalisation, geopolitics, and economics.

Saxo Bank's Quarterly Outlook for Q4 is here, with expert insights and trading themes from our team of strategists. Get your copy here.

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