Saxo Bank's Q2 2019 Quarterly Outlook
Head of Editorial Content, Saxo Bank
Summary: Saxo Bank's Quarterly Outlook for Q2 2019 is now live.
Discover expert insights and emerging trading themes in the #SaxoStrats’ Q2 2019 Outlook
Europe was the big winner of the post-Berlin Wall move towards globalisation and multilateralism. As these themes recede, replaced by stubbornly low growth and renewed nationalism, it could become the big loser.
European valuations continue to lag their US counterparts, German recession looms large on the horizon and we expect the perennial “basket case” narrative to grow stronger in the coming months.
But what if this is the darkness before the dawn?
Real macro changes only occur following breakdowns and crises. Solutions, however, could be found in the newly combative EU institutions that will near-certainly follow the May Parliamentary elections. After a decade of zero or negative interest rates, the policy response must come sooner rather than later.
Europe has many strengths that investors too readily overlook. It is perfectly positioned to benefit from automation, AI, digitalisation and a capital market that is cheap by any standards, and it retains the best average educational system in the world.
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Quarterly Outlook Q2 2022
Quarterly Outlook Q2 2022: The End Game has arrived
- Shocks from covid and the war in Ukraine have forced the global financial and political world to change, but what will the end game be?
Energy crisis could turn energy stocks into secular winnerWith long-term expected returns for the global energy sector close to 10%, we look at 40 stocks that could be set to cash in.
The great EUR recovery and the difficulty of trading itIf the terrible fog of war hopefully lifts soon, the conditions are promising for the euro to reprice significantly higher.
Tight commodity markets – turbocharged by war and sanctionsWith supply already tight, commodities keep powering on. But will it last for yet another quarter?
Between a rock and a hard placeGeopolitical concerns will add upward price pressures and fears of slower growth, while volatility will remain elevated.
The Great ErosionInflation is everywhere and central banks try to combat it. But will they get it under control in time?
Australian investing: Six considerations amid triple Rs: rising rates, record inflation and likely recessionWhile global financial markets are struggling in an uncertain world, the commodity-heavy Australian ASX index is poised to keep a positive momentum.
Cybersecurity – the rush to catch up with realityWith the invasion of Ukraine, governments and private companies are rushing to reinforce their cyber defenses.