Macro: Sandcastle economics
Invest wisely in Q3 2024: Discover SaxoStrats' insights on navigating a stable yet fragile global economy.
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Why a global economic slowdown is due in 2018
Christopher Dembik
Head of Macroeconomic Research
Saxo Bank’s head of macroeconomic research Christopher Dembik explains his thoughts regarding credit impulse which indicate a global slowdown this year.
Deep economic slowdown is taking place in China, he says, but warns that many are underestimating the effect it could have on the global economy.
Read more of Dembik on credit impulse 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.