Saxo Bank’s Post

Our #GlobalInsights publication provides our view on some of the latest economic and financial market developments across the globe. This month we discuss the impact of this weekend's election in Mexico and our views on Mexico's economy and equity market. https://lnkd.in/eXCE4KnJ

The US economy and its capital markets continue to dominate global thinking, but how long can that last?! As its 47th presidency approaches, the mood seems especially febrile.    I thought it would be useful to share this strategy blog which asks the question: what happens next? Listen to the music... 🎧😃🎵 Read here - https://lnkd.in/eDy8sXWm #WealthManagement #Investing #Economy

The past 40 years have been a great ride for investors... 1981 – Reagan broke the US’ Air Traffic Controller’s union. Over 40 years of labour being on its heels has accrued to the benefit of corporate profits. 1989 – The Berlin Wall fell. 35 years of peace has diverted spending from defence to inflation busting infrastructure. 2001 - China joined the World Trade Organisation. More than 20 years of offshoring and cheap manufacturing has driven consumption. 2008 - The Global Financial Crisis 15 years of central bank liquidity has kept the cost of capital low, great for long duration assets. ...But it’s all now going into reverse. Want to know what to tell your clients to do about it? Watch this... https://ow.ly/C27j50Qzg2Z This is sponsored content from Citywire in association with Orbis Investments.

What does it mean for you as an investor that Donald Trump is America's next president? As Donald Trump prepares to re-enter the Oval Office in January, global markets will be closely watching the shifts in U.S. economic, fiscal, and monetary policy. Join us tomorrow at 4PM UAE time for an exclusive webinar with Chief Macro Strategist, John J. Hardy, together with special guest former Chief Economist at CME Group, Blu Putnam, to explore the potential market impacts. Don't miss out—secure your spot via the link in the comments below! #USelection2024 #investing

Despite global uncertainty with wars in Europe and the Middle East and upcoming elections in the UK & US, record breaking equity market levels confirm that investor confidence has returned. Find out what's going on in the global economy and what's next and hear our round-up of asset classes in the latest #RSMR Quarterly Investment Update video: https://lnkd.in/g6KHxxfi #interestrates #assetclasses #investmentupdate #inflation #globaleconomy

{Prof Invest Only} How will the #USelection shape markets over the next few years? Snapshot of the potential investment opportunities and risks under each administration, with Mirova. "Remember, remember the 5th of November"! It's the final countdown to an incredibly tight 2024 presidential race in the US. We recently met with our affiliates across the USA and the messaging is the same. These results will reverberate through the economy (US and Global), climate policy, social issues and geopolitics. What are your thoughts on this hugely consequential election? Whatever the result, it definitely will be one we won't forget! Find out more - https://bit.ly/4fuqCn7 #MarketingCommunication | Capital at Risk

Recent election surprises in Mexico, India, and the European Union have underscored the volatility that can arise from unforeseen political outcomes. These events highlight the risks of relying on pre-election polls for investment decisions, as unexpected results can swiftly disrupt equity markets and currencies. In the latest Quick Takes on Capital Markets, read more about why it's important for investors to prioritize resilience and avoid making hasty portfolio adjustments based on predicted political outcomes. https://lnkd.in/grJUSVW8

Recent election surprises in Mexico, India, and the European Union have underscored the volatility that can arise from unforeseen political outcomes. These events highlight the risks of relying on pre-election polls for investment decisions, as unexpected results can swiftly disrupt equity markets and currencies. In our latest Quick Takes on Capital Markets, read more about why it’s important for investors to prioritize resilience and avoid making hasty portfolio adjustments based on predicted political outcomes. https://bit.ly/3RIhsd5

The final quarter of 2024 has kicked off and investors can look back positively on this year so far. But as we approach the end of 2024, what challenges await? What impact do China’s economic issues have on Europe? Plus, how could the presidential candidates shape the economic landscape if elected? Check out the links in the comments to discover everything you need to know in Gilles Coens' monthly overview. #Invest #Finance #EconomicOutlook #Financialmarkets

Insightful words from Andreas Preuss, then Deutsche Börse CEO addressing the FESE Convention in Zurich, in June 2014. His perspective on the impact of financial transaction taxes remains thought-provoking. Financial transaction taxes, while intended to hold market participants accountable, often have unintended consequences. They can deter market activity, reduce liquidity, and ultimately harm the broader economy. As we continue to navigate complex financial landscapes, it is crucial to consider the long-term effects of such policies on market efficiency and economic stability. How do you view the balance between accountability and economic health in financial policies? #Finance #FinancialTransaction