Macro
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.
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.
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Stay informed with the most recent news and commentary from the SaxoStrats, our team of expert analysts.
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Commodities
Commodities weekly: As chaos reigns, what’s next for markets?
Ole Hansen
Head of Commodity Strategy
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Podcast
US and China are slipping into an economic war.
Saxo Market Call
Without a quick transition to the negotiating table, the fallout from the US-China economic war will... -
Macro
Market Quick Take - 11 April 2025
Saxo Strategy Team
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Forex
Don't breathe too big a sigh of relief
John J. Hardy
Global Head of Macro Strategy
The US-China trade war remains despite the dramatic comeback in risky assets yesterday. -
Equities
Earnings season is here: the next big test for shaken markets
Jacob Falkencrone
Global Head of Investment Strategy
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Equities
Trump’s tariff pause sparks rally – What comes next?
Charu Chanana
Chief Investment Strategist
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Macro
Market Quick Take - 10 April 2025
Saxo Strategy Team
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Macro
What a 12% Nasdaq day teaches us about long-term investing
Charu Chanana
Chief Investment Strategist
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Equities
Invest in themes with Saxo
Jacob Falkencrone
Global Head of Investment Strategy
Market analysis
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