Macro
Trump–Xi summit: 5 things investors should watch
Charu Chanana
Chief Investment Strategist
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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.
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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Macro
Fed review: The hike was expected. The message was more hawkish.
Charu Chanana
Chief Investment Strategist
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Options
Fed day prices like a month - Options Brief - 16 September 2026
Koen Hoorelbeke
Investment and Options Strategist
One session of S&P 500 volatility now costs the same as thirty days, and the Federal Reserve has not... -
Equities
One crypto selloff, three very different businesses
Ruben Dalfovo
Investment Strategist
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Commodities
Saudi pipeline outage sends physical crude and diesel into scarcity pricing
Ole Hansen
Head of Commodity Strategy
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Options
Apple’s record high is a strike price
Koen Hoorelbeke
Investment and Options Strategist
Apple is about 2.6% below the highest price it has ever closed at. For an investor who already owns ... -
Macro
Market Quick Take - Oil holds firm as Treasury yields hit 2007 highs - 16 September 2026
Saxo Bank
Saxo Bank
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Options
Chips break, software catches - Options Brief - 15 September 2026
Koen Hoorelbeke
Investment and Options Strategist
The chip complex lost 5.9% and the index lost half a percent. The interesting part is what the optio... -
Equities
The AI race hits the brakes: what changes for investors?
Ruben Dalfovo
Investment Strategist
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Options
Selling cash-secured puts on QQQ: why the premium is smaller than the headlines suggest
Koen Hoorelbeke
Investment and Options Strategist
Selling puts is supposed to pay more when investors are nervous. On Monday the market fell, the VIX ...
Market analysis
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