Sandcastle economics

As we enter Q3 2024, economic growth remains robust, sectors such as defence, AI and obesity drug manufacturing are booming, and asset prices are at an all-time high. But could factors such as unsustainable fiscal spending in the US, geopolitical shocks or gloomy demographic trends destroy our fragile sandcastle economy? In this Q3 Outlook, you can get our take on why European equities and short-duration quality bonds look interesting. You can also read why energy commodities may come in focus and where to look within forex. 

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In this edition: 

Read our SaxoStrats’ views on how to invest in a stable but inherently fragile global economy. Learn how this may affect your investment strategy for the third quarter of 2024 and beyond.

Watch our Q3 Outlook webinar now

'Want to learn more about "Sandcastle economics"? Watch our Q3 Outlook webinar recording and get a closer look at the SaxoStrat's cross-asset views for the third quarter of 2024.

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