By Ole Hansen, Head of Commodity Strategy at Saxo Crude oil prices trades rangebound and considering the recent news flow which on balance has been mostly price negative, it may indicate the month-long sell-off has run its course with cons...

By Peter Garnry, Head of Equity Strategy Semiconductors are so far the winning theme this year up 26% as the hype around AI technology related to the generation of chatbots and rising expectations of Fed rate cuts later this year have driv...

By Peter Garnry, Head of Equity Strategy at Saxo The Japanese and Greek equity markets are up 16.5% and 31% respectively in local currency terms. Japanese equities are the talk of the town after strong endorsement from Warren Buffett highl...

The precarious debt ceiling stalemate in Washington, D.C. has increasingly drawn investor’s attention. To date, U.S. lawmakers have failed to agree to increase the debt limit, which has already begun distorting some markets. Since both sides know ...

By Peter Garnry, Head of Equity Strategy at Saxo European equities continue to outperform US equities on top of still being much cheaper on P/E and dividend yield. European equities have been the key story in equity markets since e...

On March 28th 2023, the Taskforce on Nature-related Financial Disclosures (TNFD) released v.0.4 of its beta framework. This is the last beta version, leading up to the first version of the guidance to be released later this year. Nature and bi...