Quarterly Outlook
Q4 2023 | Bond. Long Bond(s)

This Quarterly Outlook, "Bond. Long Bond(s)" looks at how an economic slowdown and ‘peak rates’ could push us toward a stagflation lite environment and a four-decade opportunity to go long bonds. 

Get our in-house analysts’ views on the opportunities and risks on tap across equities, FX, commodities and, of course, bonds. Read the Outlook today and start planning your investment strategy for Q4 and beyond.

In this edition: 

Our team of SaxoStrats is back – and so are bonds. In this Outlook, they focus on how ‘peak rates’ and the spectre of stagflation lite have combined to give investors a compelling reason to go long bonds. We also look at how ‘peak rates’ are hitting the green transformation hard, the relentless strength of the US dollar and stagflation’s potential to push precious metals higher. 


Start investing with Saxo

Start investing with Saxo

Now that you took the pulse of the market you might want to take action. With Saxo, you get access to a wide range of investment options, intuitive trading tools and market insights to help you make smart investments.


We are focused on your goals

We are focused on your goals

Saxo Bank is a fully regulated and licensed industry leader, at work to source the best products in the market for you. As an independent provider, we offer unbiased support to help you meet your financial goals, while striving to increase accessibility and transparency in the trading industry.



Daily trades



100+ bn

USD client assets

17+ bn

USD daily trade volume

Saxo Bank A/S (Headquarters)
Philip Heymans Alle 15

Contact Saxo

Select region


Trade responsibly
All trading carries risk. Read more. To help you understand the risks involved we have put together a series of Key Information Documents (KIDs) highlighting the risks and rewards related to each product. Read more

This website can be accessed worldwide however the information on the website is related to Saxo Bank A/S and is not specific to any entity of Saxo Bank Group. All clients will directly engage with Saxo Bank A/S and all client agreements will be entered into with Saxo Bank A/S and thus governed by Danish Law.

Apple and the Apple logo are trademarks of Apple Inc, registered in the US and other countries and regions. App Store is a service mark of Apple Inc. Google Play and the Google Play logo are trademarks of Google LLC.