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Thought Leadership

Our aim with these publications is to provide investors and traders with clear, accessible, expert analysis concerning the broad direction of financial markets, as well as to give clients and readers a solid reference-point as to where our strategy team sit on the major issues facing financial markets, asset classes, key assets, and global macro. They are supplemented every trading day with up-to-the-minute insights on market movements and trends.

Our Quarterly Outlook publications are released four times per year and cover broad macro trends as well as expert analysis on what the coming quarter holds in store for macro, equities, forex, fixed income, commodities, cryptocurrencies and more.

Our Outrageous Predictions publication is released every December and focuses on a series of supposedly unlikely events that our strategy team views as having the potential to surprise markets – events that could have tremendous implications if they come to pass.

Saxo Group's publications are a key part of our effort to provide clients and readers with a clear, transparent, and broad view of what our team of expert strategists view as the most important trends, possibilities, and market movements facing investors and traders in financial markets.

Saxo Group's publications, such as our Quarterly Outlook and Outrageous Predictions, provide top-level analysis of macro trends and movements as well as projections and ideas concerning individual asset classes such as Forex, Equities, Commodities, and Bonds, as well as individual assets such as gold, USD, EUR, crude oil, copper, and many others.

US Election 2024

US Election countdown: with 8 weeks to go, an ugly market mood as the big debate looms.

John J. Hardy

Global Head of Macro Strategy


US Election 2024

The weekly US election countdown: 9 weeks to go

John J. Hardy

Global Head of Macro Strategy


The weekly US election countdown: 10 weeks to go

John J. Hardy

Global Head of Macro Strategy


The weekly US election countdown: 11 weeks to go

John J. Hardy

Global Head of Macro Strategy


Quarterly Outlook

Fixed income: Keep calm, seize the moment

Althea Spinozzi

Head of Fixed Income Strategy


Quarterly Outlook

Macro: It’s all about elections and keeping status quo

Steen Jakobsen

Chief Investment Officer



API Quality is more than meets the eye

Benny Boye Johansen

Head of OpenAPI, Saxo Bank


Moral Hazard – we have a winner

Charles White-Thomson

CEO, Saxo UK



None of the information provided on this website constitutes an offer, solicitation, or endorsement to buy or sell any financial instrument, nor is it financial, investment, or trading advice. Saxo Capital Markets UK Ltd. (Saxo) and the Saxo Bank Group provides execution-only services, with all trades and investments based on self-directed decisions. Analysis, research, and educational content is for informational purposes only and should not be considered advice nor a recommendation. Access and use of this website is subject to: (i) the Terms of Use; (ii) the full Disclaimer; (iii) the Risk Warning; and (iv) any other notice or terms applying to Saxo’s news and research.

Saxo’s content may reflect the personal views of the author, which are subject to change without notice. Mentions of specific financial products are for illustrative purposes only and may serve to clarify financial literacy topics. Content classified as investment research is marketing material and does not meet legal requirements for independent research.

Before making any investment decisions, you should assess your own financial situation, needs, and objectives, and consider seeking independent professional advice. Saxo does not guarantee the accuracy or completeness of any information provided and assumes no liability for any errors, omissions, losses, or damages resulting from the use of this information.

Please refer to our full disclaimer for more details.

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