Commodities
Gold holds steady despite deleveraging risks in volatile markets
Ole Hansen
Head of Commodity Strategy
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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Podcast
US un-exceptionalism is the theme.
Saxo Market Call
Unlike in past market risk-off events, the lion's share of the pain is in US stocks. Also: a very im... -
Options
Markets are tumbling - time to sell premium
Koen Hoorelbeke
Investment and Options Strategist
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Equities
Tesla’s Road Ahead – Is Musk Steering the Company Off-Road?
Jacob Falkencrone
Global Head of Investment Strategy
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Macro
Market Quick Take - 11 March 2025
Saxo Strategy Team
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Equities
From highs to lows: Why the market dip is no reason for long-term investors to panic
Jacob Falkencrone
Global Head of Investment Strategy
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Equities
Not so Magnificent? Why the 'Magnificent Seven' are struggling and what investors can do
Jacob Falkencrone
Global Head of Investment Strategy
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Forex
Let’s not forget USDJPY amidst EUR spike. NOK jumps.
John J. Hardy
Global Head of Macro Strategy
Has the euro spike taken too much interest from the yen? NOK jumps on today’s CPI data. -
Macro
Weekly market recap and what's ahead - 10 March 2025
Koen Hoorelbeke
Investment and Options Strategist
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Commodities
COT report: Wholesale reductions in speculators' USD and commodity longs
Ole Hansen
Head of Commodity Strategy
Our weekly Commitment of Traders update highlights future positions and changes made by hedge funds ...
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