Equities: New extremes and a challenging opportunity set
Discover insights on the future of equity markets in Q1 2024 and navigate the potential recession with strategic investment choices.
Michael McKenna
Head of Editorial Content, Saxo Bank
Summary: Today's edition of the Saxo Morning Call sees Saxo Forex Head John Hardy and Commodities Head Ole Hansen looking at a very strong session in mainland equities that marks a resumption of the bull trend placing local highs in view.
What happened to the future?
What happened to the future?
Discover insights on the future of equity markets in Q1 2024 and navigate the potential recession with strategic investment choices.
Mitigate risks by emphasizing high-quality sovereign bonds and exploring potential opportunities in corporate bonds.
Uncover the shifting focus in 2024's FX markets towards growth resilience and relativity, away from bond yields and inflation stories.
Embrace the metal revolution on the commodity market in the coming year, with a focus on gold, silver, platinum, copper, and aluminum.
The gloominess of geopolitical conflicts and the repetitive nature of political agendas. What else does 2024 hold in store for us?
The disheartening cycle of unresolved geopolitical conflicts, the rise of polarizing political parties, and the stagnation of productivity.
Understand China's political landscape in Q4 2023 and the impact on counter-cyclical initiatives, with a focus on the pivotal Q1 2024.