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From Brexit to Nvidia, Saxo makes the most outrageous 2025 market predictions

Pedro Goncalves · Finance Reporter, Yahoo Finance UK
5 min read

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Nvidia (NVDA) surging to double the value of Apple (AAPL) or the collapse of OPEC aren't exactly events that most investors are betting on. But markets have a way of being unpredictable and traders know surprises are bound to happen in 2025.

So that you don’t get caught off-guard Saxo has revealed its annual Outrageous Predictions (OPs) list, a series of events that, while highly unlikely, could just happen.

These predictions, which are intentionally far-fetched yet intriguing, are designed to challenge conventional thinking and spark debate among financial experts. While they are not intended to be Saxo’s official forecasts, they highlight potential events that could shake the global financial system to its core.

Read more: Global chip stocks to consider as investments beyond Nvidia

“The Saxo Outrageous Predictions are not exactly news and not exactly real — at least not yet. While we don’t know which stories will drive the global economy in the coming year, our 2025 predictions, from Nvidia trouncing its Magnificent 7 peers to the fall of OPEC, from a bold bet on reflation in China to a great leap forward in biotech, are just as promised: outrageous,” said John Hardy, chief macro strategist at Saxo Bank.

Here’s a look at Saxo’s 2025 Outrageous Predictions:

1. Nvidia’s value soars to twice that of Apple

Nvidia will become the most profitable company of all time by 2025, fuelled by the launch of its revolutionary Blackwell chip, a 208 billion transistor innovation that will outperform its predecessors by 25 times in energy efficiency.

As demand for AI capabilities surges, Nvidia will dominate the sector.

Potential market impact: Nvidia shares could surpass $250, though concerns about its growing market share and regulatory scrutiny could dampen its prospects.

2. Pound erases post-Brexit discounts versus the Euro

By 2025, the pound (GBPEUR=X) will rise above 1.27 against the euro — erasing its entire post-Brexit discount.

“The UK outlook is as constructive as ever in the post-Brexit era. That is, it is the most positive relative to the sick man of Europe, which is, well…Europe, or at least the core Eurozone countries, France and Germany,” Saxo’s team wrote.

The UK’s fiscal policies are seen as more growth-friendly, with a new Labour government prioritising growth while curbing inefficient public sector spending.

Potential market impact: The pound’s appreciation would provide a boost to domestic investment and growth, seeing the euro/sterling rate fall as low as 0.7500, a level not seen since before the Brexit referendum. The UK’s FTSE 100 (^FTSE) would also see strong performance.

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