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Macro
US Election Countdown: T-minus three days – Election Night 2016 vs. 2020
John Hardy
Head of FX Strategy, Saxo Bank Group
In this Election Countdown post, we look at the market reaction to the 2016 US election shock as it ...![]()
Macro
Macro Dragon: Trading the US Elections on a Trump or Biden Victory, Let Alone A Contested Scenario...
Kay Van-Petersen
Global Macro Strategist, Saxo Bank Group
In this special Macro Dragon edition we look at some potential tactical pathways & trade views aroun...![]()
Commodities
WCU: Virus and election jitters slam brakes on commodities
Ole Hansen
Head of Commodity Strategy
Commodity weekly taking a closer look at the latest developments impacting energy, metals and agricu...![]()
Macro
US Election Countdown: T-minus four days - The polls are not tightening.
John Hardy
Head of FX Strategy, Saxo Bank Group
Today we argue against the narrative in places that the US election polls are tightening meaningfull...![]()
Equities
Investors will fall in love with technology stocks again
Peter Garnry
Head of Equity Strategy
Read our verdict on last night's earnings from Apple, Amazon, Google, and Facebook, and why we belie...![]()
Podcast
Podcast: US equity futures dump after US megacap earnings reports
Saxo Market Call
Today we look at the sudden slide in sentiment after the US equity market close yesterday, in the wa...![]()
Macro
Market Quick Take - October 30, 2020
John Hardy
Head of FX Strategy, Saxo Bank Group
US equity market futures stumbled badly after hours yesterday after four of the largest US companies...![]()
Macro
RBA Preview
Eleanor Creagh
Australian Market Strategist, Saxo
The RBA board boards meets again next week, we discuss what to expect and how the actions might impa...![]()
Macro
Macro Dragon: Trading a Biden Victory... Part Two of Trading the US Elections
Kay Van-Petersen
Global Macro Strategist, Saxo Bank Group
Macro Dragon = Cross-Asset Daily Views that could cover anything from tactical positioning, to long-...![]()
Macro
US Election Countdown: T-minus Five Days - the Youth Vote will be the Decider
John Hardy
Head of FX Strategy, Saxo Bank Group
In the US election countdown piece, we look at the tendency for elections in a time of turmoil to ra...
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