Macro
The Saxo strategy team brings you the Saxo Market Call podcast, available several times a week via your favourite podcast service.
Our team of experts
John J. Hardy
Global Head of Macro Strategy John J. Hardy, CFA, has been with Saxo since 2002, most of that time as Head of FX Strategy. A native of Houston, Texas, and graduate of the University of Texas at Austin, John focuses chiefly on the thematic narratives that are driving financial markets on timeframes from day-to-day to a few months ahead, even as he is aware of the grand sweep of market history from recent decades to past millennia. John has appeared in the major financial television and print media and is sought out for his often pointed and out of consensus views on how currency, interest rate and other markets will shape up, particularly when the market narrative is getting ahead of itself or is at risk of a surprise.
Jacob Falkencrone
Jacob Hvidberg Falkencrone is passionate about creating engaging and educational content that empowers investors to make informed financial decisions. With expertise in portfolio construction, investment strategies, macroeconomics, and market dynamics, Jacob specialises in transforming complex financial concepts into clear, actionable insights tailored to investors at all levels. As an advocate for democratising investments, he is dedicated to inspiring confidence and enabling smarter investing through impactful communication.
Ole Hansen
Ole Hansen joined Saxo Bank in 2008 and has been Head of Commodity Strategy since 2010. He focuses on delivering strategies and analyses of the global commodity markets defined by fundamentals, market sentiment and technical developments.
Hansen is the author of the Weekly Commodity Update, which sets out the moves in commodities, and also provides clients with commodity related trade views under the #SaxoStrats brand. He is a regular contributor to both broadcast and print media including CNBC, Bloomberg, Reuters, Wall Street Journal, Financial Times and the Telegraph.
Charu Chanana
Charu Chanana is the Chief Investment Strategist at Saxo, based in Singapore. Formerly the Head of FX Strategy, she crafts actionable strategies across asset classes and global markets, leveraging her expertise in analysing macroeconomic fundamentals and monetary policy dynamics. Chanana is a sought-after voice and frequently contributes to top media outlets like Bloomberg, Reuters, and CNBC.
Koen Hoorelbeke
Koen Hoorelbeke joined Saxo as an Investment and Options Strategist, offering extensive expertise in investment strategies with a specialization in options trading. He delivers in-depth research and analysis on a wide range of topics, including advanced investment approaches, options strategies, market volatility, and broader financial market dynamics. Koen’s insights are designed to empower clients with a comprehensive understanding of market complexities, helping them make informed and strategic investment decisions.
Get the latest market news
Stay informed with the most recent news and commentary from the SaxoStrats, our team of expert analysts.
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Commodities
Commodities: Foundation grows for the next bull run
Ole Hansen
Head of Commodity Strategy
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Equities
Tour de Finance: Six things Pogačar vs Vingegaard can teach every investor
Jacob Falkencrone
Global Head of Investment Strategy
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Macro
Market Quick Take - 3 July 2025
Saxo Strategy Team
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Podcast
Three big questions in the week ahead.
Saxo Market Call
Big divergences in the US equity market, a breakdown of commodity performance in H1 and outlook and ... -
Forex
Three critical issues for the US dollar over the next week.
John J. Hardy
Global Head of Macro Strategy
The coming June jobs report, spending bill, and July 9 deadline for US trade negotiations loom for g... -
Macro
Market Quick Take - 2 July 2025
Saxo Strategy Team
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Quarterly Outlook
Q3 Macro Outlook: Less chaos, and hopefully a bit more clarity
John J. Hardy
Global Head of Macro Strategy
After the chaos of Q2, the quarter ahead should get a bit more clarity on how Trump 2.0 is impacting... -
Podcast
Melt up scenario versus perilous concentration
Saxo Market Call
Is the US equity market over-extended or lurching into a melt-up? Also, commodities, FX, Apple, Tesl... -
Macro
Market Quick Take - July 1, 2025
Saxo Strategy Team
Market analysis
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