Macro: Sandcastle economics
Invest wisely in Q3 2024: Discover SaxoStrats' insights on navigating a stable yet fragile global economy.
Head of Macroeconomic Research
Summary: I will be on the road again next week, traveling to Cyprus, Zurich and Geneva. This is my latest macro presentation for Q4 2019-2020, with a focus on EMs, USD liquidity, credit push and Switzerland.