Markets seem pretty convinced that 2024 is experiencing, in the words of US Treasury secretary Janet Yellen, a soft landing.

But what if everyone is wrong?

And if they are wrong, which assets are cheap right now and what will happen to the market?

Steen Jacobsen, Chief Economist and Chief Investment Officer of Saxo Bank, has been pointedly asking these questions of late.

And today, we're going to hear what he thinks the answers are.

Follow Steen at analysis.saxo

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