Governments will most likely be forced to dramatically increase spending. But are investors too optimistic in expecting this?
Peter Garny, Saxo Bank head of equities takes a look at this and gives his views on the outlook for equities for the remainder of 2019.
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The state of the US dollar has been a subject of much debate in the last few years with many investors concerned about where the best place to store their wealth should be.
With the US policy makers changing course on interest rate increases, it looks likely that the US dollar could be in for another…
With global equity markets looking expensive and the interest rate outlook suggesting rate increases are being shelved in developed markets, the bond market is one that is coming under further scrutiny.
Saxo Bank Fixed Income Specialist Althea Spinozzi believes another bond rally is imminent:
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Australia has long been regarded as one of the hottest global economies with equity and property markets booming.
But the so-called "Wonder Down Under" has suddenly hit economic headwinds and many market commentators are wondering whether it is lining up for a sharp correction.
Australian Market Strategist, Eleanor Creagh takes a look at the economy as part…
Today's edition of the Saxo Morning Call sees Saxo Head of Forex Strategy John Hardy and Commodities Head Ole Hansen discussing an apparent weakening of the bullish trend in equities with investors possibly nervous about the revival of central bank accommodation.
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Watch Saxo Group’s head of equity strategy Peter Garnry discuss his views on global stock markets in Q1.
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There has been much debate about whether gold holds value as a store of wealth and a hedge against geo-political and currency risk in 2019.
Find out why Saxo Group’s head of commodity strategy, Ole Hansen, believes decisions taken in Washington and by central banks will set the tone for commodities in Q1.
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Find out why Saxo Group’s market strategist Eleanor Creagh is striking a cautious tone on the Aussie market.
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What is in store for global equity markets in 2019? Will investor confidence return or are we facing another year of consolidation or negative returns?
In this video, Saxo Group’s CIO Steen Jakobsen discuss his key trading theme for Q1 2019.
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The golden age of cheap travel and transportation fades into history as adverse weather changes forces the world into action.
A fascinating prediction to roll around in your head:
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Outrageous Predictions 2019: Corporate credit crunch pushes Netflix into GE’s vortex by Peter Garnry
Netflix has been a darling of the investment world in recent years while "old-school" in the form of General Electric hasn't covered itself in glory.
The graph below highlights just how poorly General Electric has performed relative to Netflix over the last 5 years:
In this annual "Outrageous Predictions", Peter Garnry argues that the once all-powerful General…
What if the economic powerhouse of the European Union entered a recession? This is one of the "Outrageous Predictions" prepared by Saxo Bank for 2019.
Economist Steen Jakobsen makes a case that the German automotive world severely lags its competitions in terms of EV and big data, and this gap helps push the country into recession…