Q4 Outlook: Preparing for the slowdown
Fixed Income Specialist
Summary: We expect three themes to threaten the tranquility of fixed-income investors in the final quarter of the year: persistent volatility in emerging markets, political tension in the European Union, and finally the constant tightening by the Federal Reserve which will start to destabilise US high-yield corporate spreads.
Macro Monday (Week 21): Trade war in the spotlight again
Saxo Head of APAC macro strategy Kay Van-Petersen looks at the agenda across asset classes for the week ahead, with a focus once again on the China-US trade war and what it means for investors' portfolios. Kay will also look at the surprising outcome of the Australian election and what's likely to emerge from the upcoming European Parliament poll.
Macro Monday (Week 20): Will China strike back?
Saxo Head of APAC macro strategy Kay Van-Petersen looks at the agenda across asset classes for the week ahead, with a focus on the China-US trade war and what it means for investors' portfolios. Kay will be joined by his colleague Forrest Mao, from Saxo's China office, for a closer look at the key themes.
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