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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For the past six years, gold has benefitted from a so-called Santa Rally, i.e. a rally that unfolds in December ahead of year end. However, while the precious metal has had a strong start to the final month of the year, at one point topping USD 2,135, there are also risks that need to be considered.
To learn more about how gold is faring during December, check the video above with our Head of commodity strategy, Ole S. Hansen.
If you want to learn more about the historic performance of gold, read this article.
Remember that if you want to learn more about what to be aware of when trading precious metals and other commodity sub-groups, you can find help in our commodity spider webs.
To learn more about how gold is faring during December, check the video above with our Head of commodity strategy, Ole S. Hansen.
If you want to learn more about the historic performance of gold, read this article.
Remember that if you want to learn more about what to be aware of when trading precious metals and other commodity sub-groups, you can find help in our commodity spider webs.
Quarterly Outlook
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Quarterly Outlook
Equity Outlook: The ride just got rougher
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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...?
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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?
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After a period of historically high equity index concentration driven by the 'Magnificent Seven' sto... -
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
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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
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As we enter the final quarter of 2024, currency markets are set for heightened turbulence due to US ...