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? 30 June 2025
Neil Wilson
Investor Content Strategist
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.
Most Bought and Sold Last Week
Last week saw investors look through near-term headwinds to focus on the positives as the Israel-Iran ceasefire held, the US and China formalised their deal on rare earths and tech, and the White House signalled the July 9th deadline on tariffs could be flexible.
Here's a rundown of some of the most bought and sold stocks on the platform.
Hims & Hers was among our most popular buys last week. Investors snapped up the shares after they sank 35% as Novo Nordisk ended its Wegovy partnership with the telehealth firm. Shares bounced Thursday by 11%.
BigBear.ai was another favourite as clients jumped onboard a huge surge in the stock.
BP saw plenty of interest as it was reported that Shell was in talks to buy the British oil major – a claim that Shell refuted.
Other popular stocks included Mag7 names Alphabet and Tesla, AMD and Micron in the chip sector, as well as Palantir and Coinbase.
A notable mention goes to Nvidia as investors continued to modestly trim their exposure even as the chipmaker notched a fresh all-time high last week.
There was also selling in some of the recently popular momentum stocks like Circle Internet, Rocket Lab and Broadcom.
Most Bought and Sold Last Week
Last week saw investors look through near-term headwinds to focus on the positives as the Israel-Iran ceasefire held, the US and China formalised their deal on rare earths and tech, and the White House signalled the July 9th deadline on tariffs could be flexible.
Here's a rundown of some of the most bought and sold stocks on the platform.
Hims & Hers was among our most popular buys last week. Investors snapped up the shares after they sank 35% as Novo Nordisk ended its Wegovy partnership with the telehealth firm. Shares bounced Thursday by 11%.
BigBear.ai was another favourite as clients jumped onboard a huge surge in the stock.
BP saw plenty of interest as it was reported that Shell was in talks to buy the British oil major – a claim that Shell refuted.
Other popular stocks included Mag7 names Alphabet and Tesla, AMD and Micron in the chip sector, as well as Palantir and Coinbase.
A notable mention goes to Nvidia as investors continued to modestly trim their exposure even as the chipmaker notched a fresh all-time high last week.
There was also selling in some of the recently popular momentum stocks like Circle Internet, Rocket Lab and Broadcom.
Data source: Saxo UK client activity
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