Equities
Netflix after earnings: a strong quarter, a more expensive 2026
Ruben Dalfovo
Investment Strategist
The Saxo strategy team brings you the Saxo Market Call podcast, available several times a week via your favourite podcast service.
Our team of experts
John J. Hardy
Global Head of Macro Strategy John J. Hardy, CFA, has been with Saxo since 2002, most of that time as Head of FX Strategy. A native of Houston, Texas, and graduate of the University of Texas at Austin, John focuses chiefly on the thematic narratives that are driving financial markets on timeframes from day-to-day to a few months ahead, even as he is aware of the grand sweep of market history from recent decades to past millennia. John has appeared in the major financial television and print media and is sought out for his often pointed and out of consensus views on how currency, interest rate and other markets will shape up, particularly when the market narrative is getting ahead of itself or is at risk of a surprise.
Jacob Falkencrone
Jacob Hvidberg Falkencrone is passionate about creating engaging and educational content that empowers investors to make informed financial decisions. With expertise in portfolio construction, investment strategies, macroeconomics, and market dynamics, Jacob specialises in transforming complex financial concepts into clear, actionable insights tailored to investors at all levels. As an advocate for democratising investments, he is dedicated to inspiring confidence and enabling smarter investing through impactful communication.
Ole Hansen
Ole Hansen joined Saxo in 2008 and has been Head of Commodity Strategy since 2010. Ole focuses on delivering strategies and analyses of the global commodity markets defined by fundamentals, market sentiments and technical developments.
Charu Chanana
Charu Chanana is the Chief Investment Strategist at Saxo, based in Singapore. Formerly the Head of FX Strategy, she crafts actionable strategies across asset classes and global markets, leveraging her expertise in analysing macroeconomic fundamentals and monetary policy dynamics. Chanana is a sought-after voice and frequently contributes to top media outlets like Bloomberg, Reuters, and CNBC.
Koen Hoorelbeke
Koen Hoorelbeke joined Saxo as an Investment and Options Strategist, offering extensive expertise in investment strategies with a specialization in options trading. He delivers in-depth research and analysis on a wide range of topics, including advanced investment approaches, options strategies, market volatility, and broader financial market dynamics. Koen’s insights are designed to empower clients with a comprehensive understanding of market complexities, helping them make informed and strategic investment decisions.
Ruben Dalfovo
Ruben Dalfovo is passionate about long-term equity compounding and practical investor education. With a focus on quality stock selection, portfolio construction, and market dynamics, Ruben likes to transform complex financial concepts into clear, actionable insights tailored to investors at all levels. Influenced by Buffett and Munger, he targets quality businesses with durable moats, disciplined capital allocation, and high returns on invested capital. As an advocate for broader access to markets, he is dedicated to inspiring confidence and enabling smarter, long-term investing through transparent, data-driven communication.
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Stay informed with the most recent news and commentary from the SaxoStrats, our team of expert analysts.
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Macro
Market Quick Take - 21 January 2026
Saxo Strategy Team
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Podcast
Between a Greenland rock and a JGB hard place.
Saxo Market Call
Two big hurdles for the bulls here. -
Equities
What Stocks Were Saxo Clients Buying and Selling Last Week?
Neil Wilson
Investor Content Strategist
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Equities
London Quick Take – 20 Jan - Geopolitical drama drives gold to fresh highs, stocks sharply lower, euro bags gains as Japan's bond market creaks
Neil Wilson
Investor Content Strategist
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Forex
The FX Trader: Japanese bond sell-off ramps up pressure on JPY.
John J. Hardy
Global Head of Macro Strategy
JGB market risks taking a Truss-ian turn -
Options
Intel (INTC) pre-earnings score-card
Koen Hoorelbeke
Investment and Options Strategist
With Intel’s earnings approaching, the options market is already pricing a meaningful post-event mov... -
Macro
Market Quick Take - 20 January 2026
Saxo Strategy Team
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Equities
The Greenland chill, the market heat: a defence investor’s map
Ruben Dalfovo
Investment Strategist
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Commodities
COT report: positioning pivots on geopolitics, lifting crude and gold longs and reversing dollar selling
Ole Hansen
Head of Commodity Strategy
Our weekly Commitment of Traders update returns highlighting future positions and changes made by he...
Market analysis
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