Market View: Saxo’s Outrageous Predictions for 2025 - out-of-the-box predictions on Trump 2.0, Nvidia, Chinese stimulus and more

Money Matters with Hongbin Jeong and Chua Tian Tian

In this special edition of Market View, we’re going to let our imagination run wild and look at some Outrageous Predictions for the year of 2025.

If you recall, online trading and investment firm Saxo comes up with a series of out-of-the-world predictions at this time every year. The Outrageous Predictions is a series of events that, while highly unlikely, could just happen, and that would send shockwaves across financial markets.

The predictions are meant to spark discussions and challenge consensus around key themes driving markets.

Some of Saxo’s Outrageous Predictions include Trump 2.0 blowing up the US dollar, Nvidia ballooning to twice the value of Apple with the availability in volume of its revolutionary 208-billion transistor Blackwell chip and China unleashing CNY 50 trillion stimulus to reflate the country’s economy.

Others include how an electrification boom could find OPEC’s relevance shrinking further and how the US could impose an AI data centre tax as power prices run wild.

But what are the potential market implications of the various predictions and how far would they bring about a round of whiplash for global investors?

On Market View, The Evening Runway’s finance presenter Chua Tian Tian unpacked the predictions with John Hardy, Chief Macro Strategist at Saxo.

See omnystudio.com/listener for privacy information.