Quarterly Outlook
Macro outlook: Trump 2.0: Can the US have its cake and eat it, too?
John J. Hardy
Global Head of Macro Strategy
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As we leave the first month of 2024 behind us, it makes sense to ponder what may happen in this new year. Therefore, we've pitted our Head of SaxoStrats, Peter Garnry, and our Chief investment officer, Steen Jakobsen to discuss just that.
The overarching question for 2024 is whether we will have a global recession or not. But apart from that, there's ample of questions to be answered; How will central banks deal with rates and inflation? How may Japan and China fare? To what extent will the massive amount of political elections that we are bound to see this year impact the financial markets? Will AI take over the world or become an afterthought?
These are just some of the questions, you can get our experts' answers to in this video.
Happy watching.
Here you can read a deep-dive of Peter Garnry's thoughts on the equity markets in 2024.
Here you can read Ole S. Hansen's thoughts around the commodity markets in 2024 and 2023 respectively.
Here you can read some short considerations from our asset class experts about how they think 2024 may pan out and what they thought of 2023.
The overarching question for 2024 is whether we will have a global recession or not. But apart from that, there's ample of questions to be answered; How will central banks deal with rates and inflation? How may Japan and China fare? To what extent will the massive amount of political elections that we are bound to see this year impact the financial markets? Will AI take over the world or become an afterthought?
These are just some of the questions, you can get our experts' answers to in this video.
Happy watching.
Here you can read a deep-dive of Peter Garnry's thoughts on the equity markets in 2024.
Here you can read Ole S. Hansen's thoughts around the commodity markets in 2024 and 2023 respectively.
Here you can read some short considerations from our asset class experts about how they think 2024 may pan out and what they thought of 2023.
Quarterly Outlook
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Quarterly Outlook
Equity Outlook: The ride just got rougher
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Chief Investment Strategist
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Quarterly Outlook
China Outlook: The choice between retaliation or de-escalation
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Quarterly Outlook
Commodity Outlook: A bumpy road ahead calls for diversification
Ole Hansen
Head of Commodity Strategy
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Quarterly Outlook
FX outlook: Tariffs drive USD strength, until...?
John J. Hardy
Global Head of Macro Strategy
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Quarterly Outlook
Fixed Income Outlook: Bonds Hit Reset. A New Equilibrium Emerges
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Quarterly Outlook
Equity Outlook: Will lower rates lift all boats in equities?
Peter Garnry
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Quarterly Outlook
Commodity Outlook: Gold and silver continue to shine bright
Ole Hansen
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Quarterly Outlook
Macro Outlook: The US rate cut cycle has begun
Peter Garnry
Chief Investment Strategist
The Fed started the US rate cut cycle in Q3 and in this macro outlook we will explore how the rate c... -
Quarterly Outlook
FX Outlook: USD in limbo amid political and policy jitters
Charu Chanana
Chief Investment Strategist
As we enter the final quarter of 2024, currency markets are set for heightened turbulence due to US ...