Tagged with q4 outlook

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Q4 Outlook - APAC: Enter the dragon – #SaxoStrats

502 views September 29, 2017

China’s economy has been unexpectedly buoyant of late as the old economic model continued to...

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Q4 Outlook - Forex: The world is turning its...

1,888 views October 03, 2017

We approach the final quarter of 2017 against an astonishing backdrop of geopolitical tensions,...

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Q4 Outlook - Fixed income: China sets the stage...

444 views September 29, 2017

The world is quite a different place to what it was at the start of the third quarter when fears...

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Q4 Outlook - Macro: Credit impulse contraction...

1,231 views September 29, 2017

Understanding the global credit impulse is crucial if one is to understand the lagging indicators...

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Q4 Outlook - Geopolitical Maelstrom – #SaxoStrats

1,001 views September 29, 2017

With the Federal Reserve taking the giant step of replacing QE with QT and with geopolitical...

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Quarterly Outlook video: Green but guarded

1,053 views October 07, 2016

Commodities remain on track to record their first year of positive returns since 2010. But Saxo...

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Quarterly outlook: Marathon bull run

542 views October 06, 2016

The main Q4 topics for equities include the US presidential election, a potential rate hike in...

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Quarterly Outlook video: Queasy and uneasy

889 views October 04, 2016

The theme for currencies in Q4 is ‘The end for the reach of yield’ John J. Hardy, Head of FX...

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Jakobsen: Still bullish on EM and here's why

636 views October 21, 2015

Earlier this month, the Saxo Strats team made a bullish call on Emerging Markets the focus for...

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Steen Jakobsen: Emerging Markets the "biggest...

1,468 views October 05, 2015

In the global hunt for yields could Emerging Markets offer the riskiest and yet most rewarding...

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Kay Van-Petersen: The downside risks in...

340 views October 01, 2015

Saxo Bank’s Kay Van Petersen in Singapore believes that we’ve still not seen the bottom in the...

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Peter Garnry: The wakeup call for global...

1,128 views October 01, 2015

After a turbulent third quarter, what does the next three months hold for equities? Sao Bank’s...