Quarterly Outlook
Equity outlook: The high cost of global fragmentation for US portfolios
Charu Chanana
Chief Investment Strategist
Access both platforms from your single Saxo account.
What Stocks are Saxo clients buying and selling? Week 28th of January 2025
Saxo
Summary: In this series you will gain the exclusive insight of what Saxo clients are buying and selling week on week. This is not financial advice, Capital at Risk.
Buy Side:
- NVIDIA: The stock fell 17% yesterday, along with Broadcom, AMD, and Intel, due to competition from DeepSeek, a Chinese AI startup, affecting the US tech sector.
- Oracle: The stock declined yesterday but surged 3% today. HSBC recently raised its price target from $216 to $227 and maintained a buy rating.
- Tempus AI: The stock rose 51% following the launch of an AI-Powered Health App.
- Microstrategy: The stock has dropped nearly 12% over the past week.
- Rigetti Computing: Noted for its volatility, the stock gained 30% since last week but is down 24% over the last month.
Sell Side:
- Bionano Genomics: The stock has dropped over 52% in the last month, following the announcement of a 1-for-60 reverse stock split.
- Apple: Concerns about the company's ability to innovate in the AI space have led to a 10% drop in the stock over the last month.
- Crowdstrike: Announced a partnership with Commvault yesterday, focusing on threat detection and safe recovery.
Please remember, this is not financial advice, and investing involves risks.
Quarterly Outlook
-
-
Quarterly Outlook
Commodity Outlook: Commodities rally despite global uncertainty
Ole Hansen
Head of Commodity Strategy
-
Quarterly Outlook
Upending the global order at blinding speed
John J. Hardy
Global Head of Macro Strategy
We are witnessing a once-in-a-lifetime shredding of the global order. As the new order takes shape, ... -
Quarterly Outlook
Asset allocation outlook: From Magnificent 7 to Magnificent 2,645—diversification matters, now more than ever
Jacob Falkencrone
Global Head of Investment Strategy
-
Quarterly Outlook
Macro outlook: Trump 2.0: Can the US have its cake and eat it, too?
John J. Hardy
Global Head of Macro Strategy
-
Quarterly Outlook
Equity Outlook: The ride just got rougher
Charu Chanana
Chief Investment Strategist
-
Quarterly Outlook
China Outlook: The choice between retaliation or de-escalation
Charu Chanana
Chief Investment Strategist
-
Quarterly Outlook
Commodity Outlook: A bumpy road ahead calls for diversification
Ole Hansen
Head of Commodity Strategy
-
Quarterly Outlook
FX outlook: Tariffs drive USD strength, until...?
John J. Hardy
Global Head of Macro Strategy
-
Quarterly Outlook
Fixed Income Outlook: Bonds Hit Reset. A New Equilibrium Emerges
Althea Spinozzi
Head of Fixed Income Strategy