Equities
Find updates on the trends shaping the equity markets.
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Commodities
Commodity roll yields drive expectations for a strong 2021
Ole Hansen
Head of Commodity Strategy
Commodities, are increasingly looking towards the post-pandemic recovery in global growth and demand...![]()
Forex
FX Update: USD momentum not impressive yet, given backdrop.
John Hardy
Head of FX Strategy
The US dollar seems to want to go lower, but does not seem in any hurry to get there, with key near-...![]()
Macro
Macro Digest: Inflation is here - ignore at your peril
Steen Jakobsen
Chief Investment Officer
China will lead world in 2021 - our credit impulse is clear. A steep increase in activity is expecte...![]()
Podcast
Podcast: USD bears need to pick up pace. Bitcoin dives.
Saxo Market Call
Today we look at still strong markets as the US heads out for a long Thanksgiving holiday weekend an...![]()
Macro
Market Quick Take - November 26, 2020
John Hardy
Head of FX Strategy
Equities put in a mixed and uninspiring session ahead of the long US Thanksgiving holiday weekend th...![]()
Bonds
Emerging market debt: the rally is not over yet
Althea Spinozzi
Fixed Income Strategist
Emerging markets will continue to offer exciting opportunities next year as investors are pushed tow...![]()
Podcast
Podcast: EV sector getting frothy. How to get rare earth exposure.
Saxo Market Call
Today we look at what may be shaping up as the greatest month for equity markets in history, ponder ...![]()
Macro
Market Quick Take - November 25, 2020
John Hardy
Head of FX Strategy
Global equity markets are on course for their strongest single month performance ever, although we d...![]()
Equities
Are Japanese equities experiencing a new dawn?
Peter Garnry
Head of Equity Strategy
Japanese equities are among the best this year. While it could look like the value rotation and a pl...![]()
Commodities
Gold dumps on vaccine news and strong U.S. data
Ole Hansen
Head of Commodity Strategy
In our latest gold update we highlighted the risk to precious metals from an ongoing flow of positiv...
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