Click here to register (for DCBF, DCCC and DCCHK members only).
Saxo's Q2 2023 Quarterly Outlook is out now. This quarter's theme is "The Fragmentation Game", which is our term for how the world's economic blocs have lurched into realignment to secure access to energy, other vital resources, supply chains and computing power (mostly semiconductors). Meanwhile, the banking sector turmoil at the end of Q2 has brought risks of a credit crunch and a sharp increase in the probability of a recession in the developed economies this year.
Join our Q2 2023 quarterly outlook webinar, hosted by Redmond Wong, Market Strategist at Saxo Markets Hong Kong, to explore the investment implications of the secular trend of fragmentation and the latest development in the market. Highlights of the discussion will include:
- Bonds & FX: What happens when a tightening cycle ends before inflation is defeated?
- Equities. Fragmentation and banking crisis mean pain, but also opportunities
- Commodities: Caught between a slowdown in US and Europe and recovery in China demand
After the presentation, please stay for a live Q&A session!
Please contact info@dcbf.dk if you have any questions.
