Saxo’s Q2 2018
Discover expert insights and emerging trading themes in the #SaxoStrats’ Q2 2018 Outlook
Our expert strategists have come together to offer you unrivalled analysis, getting to the heart of economic forecasts, policy horizons, asset prices and more. This publication focuses on the end of a cycle like no other; with history’s greatest monetary experiment coming to a close, markets must deal with harsh late-cycle realities.
Insights from the #SaxoStrats
Chief Economist & CIO
"Change only comes when needed… and that time is now."
Head of Equity Strategy
"The battleground in Q2 will be that of fundamentals against the outlook."
Kay Van Petersen
Global Macro Strategist
"Cross-market allocation is the best cure for recessions."
"Investors are on the ready to latch onto any good news."
Fixed Income Specialist
"We believe that Q2 will see intensifying signs of distress in the credit space."
The end of a cycle like no other
We are nearing the end of the largest monetary policy experiment of all time, and ascendant nationalism, staggering inequality and a widespread loss of hope amid the younger generation are among its varied fruit. The good news? Things only change when they absolutely must.
The #SaxoStrats believe the effects of monetary misallocation, potential trade wars and the emergence of tech-sector monopolies are helping define a cycle like no other. But it’s fast coming to an end.
With youth sentiment at an all-time low, we must embrace our rapidly-evolving landscape, both financial and political, and realise our future will not, for once, merely be an extension of our past.
Download the Quarterly Outlook now and read the SaxoStrats’ views on the macro picture, as well as specific assets and asset classes.