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Saxo Q1 Outlook: de economische modellen werken niet meer – Eddy Schekman
Source: schekman.com
Article summary:
1. Saxo has released its Quarterly Outlook for Q1 2023, which looks at the global markets and analyses stocks, currencies, commodities, options and macro themes.
2. The economic models that predicted a recession in the US in late 2022 have not come to fruition, and Saxo suggests that it is time to move away from these broken models and focus on real-world infrastructure, energy production and productivity.
3. Saxo also suggests that the traditional 60/40 portfolio of stocks and bonds may still be viable despite a difficult year in 2022, as long as corporate profits continue to grow and inflation remains stable.
Article analysis:
The article is generally reliable and trustworthy due to its use of sources such as Saxo’s Quarterly Outlook for Q1 2023, Chief Investment Officer Steen Jakobsen’s comments, Head of Equity Strategy Peter Garnry’s insights, Beleggerstrainer Peter Siks’ analysis of the 60/40 portfolio model, and Head of Commodities Strategy Ole Hansen’s predictions about China’s reopening. The article does not appear to be biased or one-sided; rather it presents a balanced view of the current economic situation by looking at both positive developments (such as China’s reopening) as well as potential risks (such as a possible recession). It also provides evidence for its claims by citing experts from Saxo who provide their own insights into the market.
The only potential issue with this article is that it does not explore any counterarguments or alternative perspectives on the topics discussed. While this is understandable given the limited scope of the article, it would have been beneficial if some opposing views had been included in order to provide a more comprehensive overview of the current economic situation.