Saxo Bank’s Outrageous 2020 Predictions

The transcript discusses predictions for 2019 and 2020, focusing on the potential impacts of President Trump's America First tax and tariffs on the US economy. It explores the effects of tariffs on inflation, the strength of the US dollar, and global market trends. The transition from monetary to fiscal policy is analyzed, with a focus on how it affects investors and markets. The discussion concludes with a review of outrageous predictions for 2020, including Germany's recession and potential actions by the ECB.

How does the strength of the dollar affect emerging markets, and what historical trends are observed?

What role does climate change play in fiscal spending and infrastructure development according to the discussion?

What predictions were made for 2020 regarding the European banking system and inflation?