Thought Leadership
Our aim with these publications is to provide investors and traders with clear, accessible, expert analysis concerning the broad direction of financial markets, as well as to give clients and readers a solid reference-point as to where our strategy team sit on the major issues facing financial markets, asset classes, key assets, and global macro. They are supplemented every trading day with up-to-the-minute insights on market movements and trends.
We provide clear, accessible, expert analysis concerning the broad direction of financial assets, as well as a clear view as to where our strategy team sit on the major issues facing financial markets, benchmark indices, key assets, and global macro.
We also publish regular updates on the bank's stance regarding global fintech trends, with the goal of explaining our choices, our forecasts, and our philosophy.
Our Quarterly Outlook publications are released four times per year and cover broad macro trends as well as expert analysis on what the coming quarter holds in store for macro, equities, forex, fixed income, commodities, cryptocurrencies and more.
Our Outrageous Predictions publication is released every December and focuses on a series of supposedly unlikely events that our strategy team views as having the potential to surprise markets – events that could have tremendous implications if they come to pass.
Novo Nordisk or Eli Lilly: which weight loss giant is the best investment?
Oskar Barner Bernhardtsen
Investment strategist
US Election countdown: with 8 weeks to go, an ugly market mood as the big debate looms.
John J. Hardy
Chief Macro Strategist