Macro Digest
Fed December meeting: Cut with caution, not a victory lap
Charu Chanana
Chief Investment Strategist
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Our team of experts
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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Options
A more patient way to buy bitcoin: using an ETF and a cash buffer
Koen Hoorelbeke
Investment and Options Strategist
Bitcoin’s recent volatility has left many long-term investors unsure about when to enter, yet still ... -
Equities
AI wobbles and Fed rate cut hopes produce volatile November: Saxo Monthly Client Trends Report
Neil Wilson
Investor Content Strategist
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Podcast
Divergences under the surface extend further, while FX heating up.
Saxo Market Call
Also - there is really no such thing as "dry powder" when talking about cash on the sidelines. -
Equities
London Quick Take – 4 Dec - Bad news is good news for stocks, Q-day cometh for one stock at least and Sydney Sweeney sells
Neil Wilson
Investor Content Strategist
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Macro
Market Quick Take - 4 December 2025
Saxo Strategy Team
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Equities
Dividend growth: quality, resilience and cash flow combined
Jacob Falkencrone
Global Head of Investment Strategy
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Podcast
Crosscurrents all around and outrageous predictions!
Saxo Market Call
Fresh tossing and turning in the US market internals. -
Equities
Why your bank keeps changing name: Europe’s quiet consolidation
Ruben Dalfovo
Investment Strategist
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Macro
Market Quick Take - 3 December 2025
Saxo Strategy Team
Market analysis
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