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  • AI infrastructure earnings: demand is booming, but the hard part starts here

    Equities

    AI infrastructure earnings: demand is booming, but the hard part starts here

    Ruben Dalfovo

    Investment Strategist

  • Sugar breaks higher as tightening supply catches shorts off guard

    Commodities

    Sugar breaks higher as tightening supply catches shorts off guard

    Ole Hansen

    Head of Commodity Strategy

  • Crude calms, CPI day gets the bid - Options Brief - 12 August 2026

    Options

    Crude calms, CPI day gets the bid - Options Brief - 12 August 2026

    Koen Hoorelbeke

    Investment and Options Strategist

    Yesterday the market paid for an oil shock and ignored the equity one. Overnight that flipped, and a...
  • Oil gyrates on Hormuz headlines as depleted inventories and tight distillates raise the stakes

    Commodities

    Oil gyrates on Hormuz headlines as depleted inventories and tight distillates raise the stakes

    Ole Hansen

    Head of Commodity Strategy

  • Treasury market reaction to US CPI the next key.

    Podcast

    Treasury market reaction to US CPI the next key.

    Saxo Market Call

    US treasury yields in focus after longest yields tested high end of range.
  • Defined risk is not small risk: what the contract multiplier decides

    Options

    Defined risk is not small risk: what the contract multiplier decides

    Koen Hoorelbeke

    Investment and Options Strategist

    A 100-point-wide spread on a EUR 1,420 stock is textbook defined risk. It is also EUR 4,000 on one c...
  • Market Quick Take - Crude holds firm and chip exports lift Korea as CPI looms - 12 August 2026

    Macro

    Market Quick Take - Crude holds firm and chip exports lift Korea as CPI looms - 12 August 2026

    Saxo Bank

    Saxo Bank

  • AI needs more than chips: Why Lumentum and the optics trade are lighting up

    Equities

    AI needs more than chips: Why Lumentum and the optics trade are lighting up

    Charu Chanana

    Chief Investment Strategist

  • Oil surges, equity vol stays home - Options Brief - 11 August 2026

    Options

    Oil surges, equity vol stays home - Options Brief - 11 August 2026

    Koen Hoorelbeke

    Investment and Options Strategist

    Crude jumped about 5% and dragged gold, silver and bond volatility up with it. Equity volatility wen...
  • Gold and silver rebound as buyers return, but the real test lies ahead

    Commodities

    Gold and silver rebound as buyers return, but the real test lies ahead

    Ole Hansen

    Head of Commodity Strategy

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