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Forex
FX Update: A not so peaceful, uneasy feeling
John Hardy
Head of FX Strategy, Saxo Bank Group
Summary: FX moves were muted yesterday relative to the histrionics in US equities, but the sense of...![]()
Equities
Historic short squeeze in US stocks and semiconductor constraints
Peter Garnry
Head of Equity Strategy
A group of the most shorted US stocks experienced a historic short squeeze yesterday forcing a respe...![]()
Podcast
Podcast: The wheels are coming off
Saxo Market Call
Today, we look at yesterday's mini flash crash in US equity markets and the activity in the retail s...
Quarterly Outlook
The commodity bull market of 2021
Steen Jakobsen
Chief Investment Officer
The Saxo Strats team fully expects 2021 to mark the beginning of the seventh - Q1 outlook 2021-
Quarterly Outlook
Surging commodities looking for more in 2021
Ole Hansen
Head of Commodity Strategy
The broad commodity rally that saw the Bloomberg Commodity Index rise by 10% during the last quarter... -
Quarterly Outlook
USD bears celebrate Blue Wave Lite, but what about rates?
John Hardy
Head of FX Strategy, Saxo Bank Group
A Biden presidency with a divided Congress would be friendly to asset markets and help the US dollar... -
Quarterly Outlook
Cryptocurrencies becoming more institutional, less obscure
Anders Nysteen
Senior Quantitative Analyst, Saxo Bank
Cryptocurrencies blasted through the last quarter of 2020, and the total crypto market capitalisatio... -
Quarterly Outlook
Infrastructure investment gap and hidden inflation
Christopher Dembik
Head of Macro Analysis
We will have much higher growth resulting from pent-up demand once most of the restrictions and the ... -
Quarterly Outlook
Equity investors must embrace the commodity sector during reflation
Peter Garnry
Head of Equity Strategy
Last quarter provided a contested US election, yet the best monthly return in global equities since ... -
Quarterly Outlook
“Game Over” for Treasury Bonds
Althea Spinozzi
Fixed Income Strategist, Saxo Bank Group
This year will prove challenging for bondholders as the negative real policy rate adopted by central...
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