Equities
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Commodities
WCU: Commodity rally stumbles
Ole Hansen
Head of Commodity Strategy
Weekly commodity update focusing on emerging signs, that several markets including commodities are s...
Macro
Proprietary Trading with Keith Dack
Kay Van-Petersen
Global Macro Strategist
Our second Dragon Interview takes us to the world of global proprietary trading from banks to family...![]()
Forex
FX Update: Waxing cautious on risk correlated FX.
John Hardy
Head of FX Strategy
Movements in FX are moving sharply against recent trends as the commodity dollars are suddenly on th...![]()
Bonds
A bad week for inflation sceptics
Althea Spinozzi
Fixed Income Strategist
We are about to close a pivotal week for inflation sceptics. The hearing of Janet Yellen before the ...![]()
Macro
Macro Digest: Once is chance, twice is coincidence, three is a pattern
Steen Jakobsen
Chief Investment Officer
We are always taking a risk when we send out a cautionary note at a time when things have rarely bee...![]()
Equities
It is time to get cautious on the Tesla-Bitcoin-Ark connection
Peter Garnry
Head of Equity Strategy
There is an unknown fragility and risk contagiousness related to the Tesla-Bitcoin-Ark positions whi...![]()
Podcast
Podcast: It’s time to take some chips off the table
Saxo Market Call
Today, we look at whether it is time to take a few chips off the table at minimum on a few signs tha...![]()
Macro
Market Quick Take - January 22, 2021
Saxo Strategy Team
After posting a new record high close yesterday, US equity futures dipped overnight as most other de...![]()
Equities
Good start to Q4 earnings and our hypothesis of interest rate sensitivity
Peter Garnry
Head of Equity Strategy
Q4 earnings are off to a good start lifting sentiment in global equities. We also discuss when risin...![]()
Forex
FX Update: Dissonance again in market narrative
John Hardy
Head of FX Strategy
The US dollar was broadly lower as risk appetite surged on Inauguration Day for US President Joe Bid...
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