Quarterly Outlook
Q1 2023: The models are broken

This Quarterly Outlook looks at how the old macroeconomic and political models no longer work for the world we live in. It digs deeper into how this may affect global equities, and especially how the indication that China will once again pursue growth may affect both equities and commodities. The Outlook also looks at how forex and crypto may be challenged by the new global structures and how political alliances both in Europe and Asia will have an increasingly large impact on the markets in general.

Get our in-house analysts' views on the investment landscape in a tough macroeconomic world and plan your investment strategy for Q1 2023 and beyond.

In this edition

Saxo's Q1 Outlook is out. It's called "The models are broken" and focuses on the new world order of high inflation and interest rates, deglobalisation and an ever-increasing focus on China and the Asian region. This Outlook looks at how the financial world is struggling to make this fit into old models that don't work anymore.


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