Saxo Bank has recently published a report detailing insights and predictions for the second quarter of 2025, crafted by its team of expert analysts. This report accentuates expectations surrounding various global markets, specifically highlighting perspectives on Japanese equities and broader market dynamics.
Key Themes for Q2 2025
1. Equity Outlook: Rising Costs Amidst Global Fragmentation
The report points to increasing costs associated with a fragmented U.S. portfolio, suggesting that American exceptionalism might be facing a turning point. The analysts mentioned how the favorable performance of the