Macro: It’s all about elections and keeping status quo
Markets are driven by election optimism, overshadowing growing debt and liquidity concerns. The 2024 elections loom large, but economic fundamentals and debt issues warrant cautious investment.
Head of Saxo Strats
Summary: Equities plunged into late December 2018 and rebounded sharply in the first quarter of this year. Since then, however, the path has grown more muddled, volatility has risen and markets have become more nervous. What are the key areas of focus for investors looking to allocate from here?