Commodity sector supported by peak interest rates and limited supply
The strengthening we forecast, which materialized in the area of key raw materials in the third quarter, will most likely continue in the last quarter of this year, as the increasingly worse economic forecasts in [...]
1029
Read more
SEPTEMBER 5, 2023
The path to a bull market in the bond market is clear, although not without challenges
In the last quarter of this year, stagflation will deepen on both sides of the Atlantic. The recession that started in Germany and the Netherlands will spread to other European countries, and the economic growth rate in the United States [...]
1177
Read more
SEPTEMBER 4, 2023
Shares: Higher cost of capital becomes painful - Saxo Bank forecasts for QXNUMX
The fight against inflation has pushed the cost of capital to levels that have fractured the global economy. At the same time, there is a turnaround in the US fiscal cycle which, combined with high interest rates, may [...]
1318
Read more
22 Września 2023
Stagflation, Volcker Shock – is this a real threat now?
Volcker's shock can only be explained by going back to the 70s. The period of stagflation influenced the actions of politicians and central banks throughout the capitalist world. Until the 70s, economists believed that [...]