Macro: Sandcastle economics
Invest wisely in Q3 2024: Discover SaxoStrats' insights on navigating a stable yet fragile global economy.
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Q4 Outlook: Is China cheap?
Summary: China’s economic growth has slowed due to deleveraging and an emerging trade war with the US, but the government has stepped in to mitigate the consequences. Although an escalation of the trade war could spell another leg down, Chinese equities now look cheap, and long-term investors should not lose sight of the opportunities.
Saxo Bank's Quarterly Outlook for Q4 is here, with expert insights and trading themes from our team of strategists. Get your copy here.
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.