Although Saxo's annual exercise was making the rounds in December I didn't take a look until this morning. Here are some deeper dives into a few of their prognostications:
4. China’s new digital currency inspires tectonic shift in capital flows
Trade: Short the US dollar and overweight Chinese government bonds and equities versus the rest of the world.
....MUCH MORE
3. Blockchain tech kills fake news
Trade: Buy Verizon, IBM, and social media companies.
....MUCH MORE
2. Germany bails out France
Trade: probably safer to buy the French banks after the bailout than selling them before, but both might be possible.
....MUCH MORE
And the rest of the outrageous predictions
HT that I should get around to reading them: Absolute Return Partners who will be coming right up
