The annual "stunning forecast" by Saxo Bank has once again attracted market attention, a tradition that has lasted for over twenty years.

For many years, these forecasts have always revolved around a core theme: exploring extreme scenarios that could disrupt traditional financial markets.

A quick review of Saxo Bank analysts' forecasts for 2024 shows that their predictions are very interesting but lack accuracy: Robert F. Kennedy Jr. will be elected as president of the usa, oil prices will reach $150 per barrel, GLP-1 drugs will derail the fitness industry... all these predictions fell flat, so investors should maintain a cautious attitude toward their new forecasts.

This year, Saxo Bank released several "unorthodox" predictions: from Trump 2.0 destroying the mmf to nvidia's rise, from the decline of OPEC to breakthroughs in biotechnology... Will these predictions come true this year?

In response, Saxo Bank analyst John Hardy stated:

The 'unorthodox' predictions from Saxo Bank are not necessarily all accurate, but they can stimulate our thinking and give us a more comprehensive understanding of the future.

Trump 2.0 destroying the mmf?

Saxo Bank predicts that by 2025, the new Trump administration will completely reform the relationship between the USA and the world, imposing huge tariffs on all imported goods while reducing the deficit with the help of the efficiency department (DOGE) led by Musk.

The impact of the dollar on global trade is dreadful, as it cuts off the supply of dollars needed to keep the global dollar system running; ironically, the dollar is at risk of soaring significantly.

Therefore, as global financial participants need to actively seek alternatives in the future, dependence on the dollar may decrease.

Under this influence, Saxo Bank predicts that the cryptocurrency market will grow fourfold, with a market cap expected to exceed 1 billion dollars. The dollar's exchange rate against major currencies will fall by 20%, and gold prices will also decline by 30%. Although the USA's economy faces inflation challenges, wage growth is expected to keep pace with rising commodity prices, and combined with the export advantages brought by the return of production resources, the US economy will remain resilient.

Is Nvidia's market cap soaring to twice that of Apple?

Saxo Bank states that by 2025, Nvidia is expected to further consolidate its market position with its revolutionary Blackwell chip. This chip, equipped with 208 billion transistors, boasts a 25-fold improvement in AI computing performance compared to the previous H100, while significantly reducing energy consumption.

As competition in the field of AI intensifies, the demand for high-performance, low-power ai chips from businesses and government agencies continues to rise, and the launch of the Blackwell chip will undoubtedly propel Nvidia to become one of the most valuable companies in the world.

Saxo Bank predicts that Nvidia's stock price will far exceed 250 dollars, after which the market will begin to question its acquisition of greater shares of corporate profits and regulate its monopoly status.

The first heart 3d printing, is a new era of human longevity beginning?

Saxo Bank predicts that by 2025, there will be a groundbreaking scientific breakthrough that will shock the world: scientists will successfully create a fully functional human heart using 3d bioprinting technology for the first time.

Starting with high-resolution ct scans, scientists created a complex digital model that captures every tiny detail of the heart's intricate structure. This model serves as the blueprint for the most advanced 3d bioprinter, which carefully layers human stem cells and biodegradable bracket materials in a very precise manner to build the organ.

The success of bioprinting organs will ignite investment enthusiasm in the biotechnology and 3d printing fields. The bank predicts that many startups are in a rapid development phase, and an ipo wave is about to come. This wave of innovation is expected to completely revolutionize the medical industry, improve patient treatment outcomes, and bring considerable economic benefits.

OPEC disintegration? Oil prices plummet, and the energy market is undergoing a major transformation.

Saxo Bank predicts that by 2025, due to the accelerated transition to electrification in the global auto industry, the demand for oil will decline sharply. As the world's largest oil exporting organization, OPEC's production reduction agreements can no longer support the interests of its member countries, and internal conflicts within the group are becoming increasingly sharp.

Due to some member countries violating production quotas, internal conflicts within the organization have intensified. Amidst arguments and infighting, major member countries have withdrawn one after another. As export demand continues to shrink, each member country is resorting to drastic measures to seize market share, leading to a significant increase in production, which has caused oil prices to plummet.

The bank stated that the plummeting crude oil prices are bullish news for airlines, chemicals, paint and tire manufacturers, as well as freight and logistics companies.

However, as higher-cost suppliers (especially those in north america) ceased costly shale oil production, the market quickly regained balance, and oil prices stabilized. Japanese auto manufacturers found themselves caught in a desperate competition to catch up with other electric vehicle manufacturers.

Due to soaring electricity prices, the usa has imposed an ai datacenter tax.

The institution forecasts that by 2025, electricity prices in several densely populated areas of the usa will rise sharply as the largest technology companies race to secure base load electricity supplies for their valuable ai datacenters.

"This has triggered public outrage as household electricity bills soar, and the significant increase in electricity prices for household consumption during peak evening hours has exacerbated the situation. In response, many local authorities have taken action to protect political voters, imposing hefty taxes or even fines on the largest datacenters to subsidize lower electricity prices for households."

Against this backdrop, investment in usa electrical utilities infrastructure will see substantial growth. Companies like Fluor have risen due to signing numerous new construction contracts. Tesla's rapidly developing Megapack will receive increasing attention. The long-term price of usa natural gas has more than doubled, significantly contributing to inflationary concerns.

Did a major insurance company go bankrupt due to a natural disaster for the first time?

The institution predicts that in 2025, a catastrophic storm and rainfall event will occur in the usa, catching the insurance industry off guard, with losses several times greater than the 40 billion dollars claimed from hurricane carter.

"One of the largest insurance companies in the usa severely underestimated the insurance risks posed by climate change, leading to underpricing of policies in affected areas. With insufficient reserves to pay claims and reinsurance proving inadequate to mitigate the costs of this extreme event, panic spread throughout the industry. A crisis erupted, prompting discussions at the government level on whether to bail out this near-bankrupt company and other injured parties in the industry to prevent the spread of risk."

The firm stated that due to Buffett's company having enough capital to withstand panic and the company's market share increasing, Berkshire Hathaway's stock price has risen.

The outlook for the united kingdom is optimistic, has the british pound reached the level before the Brexit referendum?

The firm predicts that by 2025, the exchange rate of the british pound against the euro will rise to 1.27, reaching the level prior to the united kingdom's Brexit referendum, thereby eliminating all discounts after the referendum.

"The outlook post-Brexit for the united kingdom remains optimistic as always. That is to say, compared to the eurozone, or the weakness of france and germany, the outlook for the united kingdom is the most optimistic. The united kingdom is ushering in a new fiscal policy breeze, with the new labor government announcing its budget priorities before 2025, avoiding income tax hikes that would cause the maximum harm to growth, while cutting spending in the least productive public sectors to reduce the deficit."

Domestic investment is encouraged, and the economic growth outlook is stronger, supporting the british pound against the euro, which saw the euro to british pound exchange rate drop to 0.7500, lower than the 0.76 level the day before the united kingdom's Brexit referendum. The uk ftse100 index is performing strongly.