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.
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Summary: Ordinarily, markets do not rise on political victories for the left, but this may prove the case after Spain's weekend vote if investors view the vanquished populist right as the greater threat. Saxo Equities Head Peter Garnry looks at Spanish-German yield spreads today, as well as green shoots in Asia and Chinese earnings.
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.
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