Equities
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Bonds
From reflation to stagflation, how to position?
Althea Spinozzi
Fixed Income Strategist, Saxo Bank Group
Identifying risks and opportunities is crucial amid a fast-changing market. We believe that it has a...![]()
Forex
FX Update: USD downtrend looking for fresh fuel, or else.
John Hardy
Head of FX Strategy, Saxo Bank Group
The markets have pressed the pause button on the recent USD sell-off, as rising long US yields and r...![]()
Commodities
Crude oil looking beyond short-term challenges
Ole Hansen
Head of Commodity Strategy
Crude oil and natural gas have both for different reasons been lagging some of the blistering pace o...![]()
Equities
The second collapse of green vs traditional energy
Peter Garnry
Head of Equity Strategy
The green transformation has had troublesome year compared to 2020 down 45% relative to oil and gas ...![]()
Podcast
Podcast: Market tries to bounce before and after further trauma in Asian session
Saxo Market Call
Today we assess the bounce in the most speculative corners of the market starting around the US equi...![]()
Macro
Market Quick Take - May 12, 2021
Saxo Strategy Team
Asian equities suffered a complete rout overnight, led by what can arguably be dubbed a crash in Tai...![]()
Macro
Macro Digest: It is not time to panic, but...
Steen Jakobsen
Chief Investment Officer
This month have seen big rotation from junk to quality. Inflation is here, but how does it impact ou...![]()
Cryptocurrencies
Ethereum outperforming, despite limitations
Anders Nysteen
Senior Quantitative Analyst, Saxo Bank
Ethereum outperformed Bitcoin over the past week, but limitations appear in the Ethereum technology,...![]()
Podcast
Podcast: Cross-market correlations a strong concern
Saxo Market Call
Today we break down an ugly day on Wall Street yesterday, one that drives a bit more concern than us...![]()
Macro
Market Quick Take - May 11, 2021
Saxo Strategy Team
Global equities have suffered an ugly shift in sentiment after US stocks declined sharply yesterday,...
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