Equities
Shein finally goes public. Now comes the harder test
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.
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.
Get the latest market news
Stay informed with the most recent news and commentary from the SaxoStrats, our team of expert analysts.
-
-
Commodities
Commodity strength collides with higher interest rates
Ole Hansen
Head of Commodity Strategy
-
Podcast
Global yield breakout dominates market focus.
Saxo Market Call
Japan's JGB's hit 30-year high yield. -
Macro
Market Quick Take - Renewed Iran strikes lift crude while the US 10-year tops 4.75% - 01 September 2026
Saxo Bank
Saxo Bank
-
Equities
Higher oil = higher energy? It’s not that simple
Charu Chanana
Chief Investment Strategist
-
Forex
The FX Trader: Restrained USD reaction to Warsh hawkishness
John J. Hardy
Global Head of Macro Strategy
Incoming data to take over this week. -
Equities
Broadcom vs Marvell: the custom-chip boom has an expectations problem
Ruben Dalfovo
Investment Strategist
-
Podcast
Warsh spoils the gold party. Busy week ahead.
Saxo Market Call
Fed Chair Warsh talks up Fed's need to fight inflation. -
Commodities
COT update: Agriculture buying accelerates as funds rush into grains and softs
Ole Hansen
Head of Commodity Strategy
Our weekly Commitment of Traders update returns highlighting future positions and changes made by he... -
Macro
Market Quick Take - Warsh turns hawkish as Hormuz risk returns - 31 August 2026
Saxo Bank
Saxo Bank
Market analysis
Getting started is easy
Register
Sign up and submit your documentation to open an account.
Fund
Add funds quickly and securely via bank transfer. Other deposit options vary by country.
Trade
Access 71,000+ instruments across all asset classes.