Quarterly Outlook
Macro Outlook: The US rate cut cycle has begun
Peter Garnry
Chief Investment Strategist
Summary: It is the time of year when Saxo releases its Outrageous Predictions. For 2024 our Outrageous Predictions are titled The end of the road building on the idea, that the world is set for a very different journey than the calm environment post the pandemic with little geopolitical risks, stable technology backdrop, low inflation, and low interest rates. Three our outrageous predictions are 1) With oil at $150, Saudis buy the Champion League franchise, 2) generative AI deepfake triggers a national security crisis, and 3) Robert F. Kennedy Jr wins the 2024 US presidential election. In the podcast, we discuss all of our outrageous predictions, with Peter Garnry and Althea Spinozzi.
Listen to today’s podcast
Read our Outrageous Predictions 2024.
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