Is smooth sailing the new outrageous? Saxo releases its annual Outrageous Predictions for 2026

Is smooth sailing the new outrageous? Saxo releases its annual Outrageous Predictions for 2026


Saxo has previous over the years for what may appear at first glance to be improbable forecasts, coming to pass.

Predictions that were much closer to the truth than thought:

  • Late bloomer: Gold rockets to $3,000 as central banks fail on inflation mandate (OPs for 2022)

  • Trump 2.0 blows up the US dollar (OPs for 2025)

  • Nvidia balloons to twice the value of Apple (OPs for 2025)

  • The plan to end fossil fuels gets a rain check (OPs for 2022)

  • Volatility spikes after flash crash in stock markets (OPs for 2018)

  • Bitcoin triples in value, from current $700 level to $2,100 (OPs for 2017)

  • UK seen leaning toward 2017 exit from the EU (Brexit) on UKIP election landslide (OPs for 2015)

  • Gold corrects to $1,200 per ounce (OPs for 2013)

The Saxo forecasts are not a house view or a forecast; they are low-probability, high-impact thought experiments designed to stretch the imagination and sharpen debate about what could happen if things leap forward in unexpected ways.

“Saxo’s outrageous predictions cover a lot of ground this year. From a true extraterrestrial financial market and weight-loss drugs for pets to Taylor Swift helping to upend digital addiction among global youth, and something as outrageous as a US political event without turmoil.

While the predictions are never about being right, but always about challenging consensus narratives. Perhaps in 2026, smooth sailing is the new outrageous,” says John J. Hardy, global head of macro strategy at Saxo.

Saxo’s 2026 Outrageous Predictions:

In tech, take cryptography and imagine what happens if Q-Day suddenly arrives in 2026, the day that quantum machines can crack yesterday’s digital locks effortlessly. Crypto collapses; gold screams to five figures; every bank and government scrambles to rebuild trust in a post-quantum security stack.

Market impact: Volatility in quantum computing stocks, IBM, cybersecurity stocks, bitcoin and other digital assets, gold, banks, etc.

In 2026, markets discover that sudden culture shifts can move macro. A single wedding – Swift and Kelce – tips a generation out of doomscrolling and into backyards, marriages, and baby carriages. Fertility and household formation booms. Economists coin a new phrase with a smile: the Swiftie Put.

Market impact: Negative for social media stocks, positive for everything homebuilding/DIY/décor, luxury, wedding venues, destination/travel

In politics, the aggravated partisanship of recent years is suddenly upended after the ugly partisan shenanigans in the US midterm elections shock the silent majority of independents into demanding reform and a strengthening of democratic institutions. Trump stays Trump, but America begins to move on.


finance.yahoo.com
#smooth #sailing #outrageous #Saxo #releases #annual #Outrageous #Predictions

Share: X · Facebook · LinkedIn

Leave a Reply

Your email address will not be published. Required fields are marked *