

Special: Q4 Quarterly Outlook
Oct 2, 2024
Peter Garnry, a SaxoStrat expert on macroeconomics, discusses the impact of interest rate cuts and the upcoming US elections. Althea Spinozzi, head of Fixed Income Strategy, emphasizes the value of short-duration bonds in a slowing economy. Charu Chanana, head of FX Strategy, highlights the US dollar's volatility and the potential of the Japanese yen and Chinese yuan. Ole Hansen, head of Commodity Strategies, analyzes the outlook for precious and industrial metals amid geopolitical tensions and discusses the implications of US election outcomes on commodity prices.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Intro
00:00 • 3min
Economic Outlook and Market Dynamics
03:10 • 19min
Analyzing Bond Opportunities in a Slowing Economy
22:23 • 2min
FX Outlook: Q4 2024 and the Impact of US Elections
24:04 • 8min
Quarterly Outlook: Precious and Industrial Metals Performance
31:59 • 3min
Political Impacts on Commodities
35:03 • 6min