Topics covered in the Q1 Outlook
- Steen Jakobsen explains why Q1 2021 will mark the start of just the seventh commodity bull cycle in history.
Surging commodities looking for more in 2021The components for another “commodity super cycle” have started to emerge, says Ole Hansen.
USD bears celebrate Blue Wave Lite, but what about rates?With the USD set to continue its descent, John Hardy looks at whether “the biggest monetary shift in generations” is underway.
Cryptocurrencies becoming more institutitonal, less obscureAnders Nysteen looks at whether the crypto bull market can continue in 2021 and if bitcoin could be a new safe-haven asset.
Infrastructure investment gap and hidden inflationChristopher Dembik looks at how higher growth and rising inflation could impact investment opportunities this quarter.
Equity investors must embrace the commodity sector during reflationPeter Garnry highlights 40 stocks offering exposure to the commodity sector, which could be set to boom if inflation returns.
"Game Over" for Treasury BondsAlthea Spinozzi predicts a challenging year ahead for bondholders as US Treasury bonds resemble “a ticking time bomb”.
Game of Thrones – Reflation and Inequality, 2021’s Macro DriversEleanor Creagh analyses the market impact of a new inflationary regime and looks at how to position your portfolio accordingly.
China is the North Star of Asia, and North Asia is proven winnerStructural tailwinds could see Chinese equities, currency and bonds outperform in 2021, says Kay Van-Petersen.
Previous Quarterly Outlooks
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