Nothing is impossible in markets! Saxo’s annual outrageous predictions are here once again! This series presents highly unlikely yet entirely possible scenarios that, if they came to pass, could send shockwaves through financial markets. They aim to provoke thought, challenge conventional wisdom and spark lively discussions.
Here is their list of outrageous predictions, guaranteed to ruin your weekend:
1. Trump 2.0 blows up the US dollar
In 2025, the new Trump administration overhauls the entire nature of the US relationship with the
world, imposing massive tariffs on imports and slashing deficits with the help of an Elon Musk-
run Department of Government Efficiency (DOGE). This disrupts the global dollar system, sending
crypto markets to USD 10 trillion and devaluing the US dollar by 20% against major currencies.
2. Nvidia balloons to twice the value of Apple
Nvidia’s new Blackwell chip drives a 25-fold increase in AI computing performance, catapulting
Nvidia to become the most profitable company globally, with its shares trading well north of USD
250.
3. China unleashes CNY 50 trillion stimulus to reflate the economy
A massive fiscal initiative, much of it directed via digital currency to consumers, boosts leisure,
consumption, and family formation. This reflationary wave strengthens the renminbi and elevates
emerging markets.
4. First bio-printed human heart ushers in a new era of longevity
A groundbreaking bio-printed human heart sparks rapid growth in biotechnology and 3D printing
sectors, with a surge in innovation and IPO activity.
5. Electrification boom ends OPEC
Declining oil demand due to EVs drives OPEC into irrelevance, causing a steep drop in oil prices
before markets balance.
6. US imposes AI data centre tax as power prices run wild
Power price spikes force local authorities to tax data centres, pushing a massive boom in US
power infrastructure and doubling long-term natural gas prices.
7. A natural disaster bankrupts a large insurance company for the first time
A catastrophic storm leaves a major US insurer insolvent, shaking the insurance industry and
sparking government intervention.
8. Pound erases post-Brexit discounts versus the Euro
Sterling rises to pre-Brexit levels due to constructive UK fiscal policy and floundering Eurozone
economies.