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  • Iran stands down, tech splits - Options Brief - 3 August 2026

    Options

    Iran stands down, tech splits - Options Brief - 3 August 2026

    Koen Hoorelbeke

    Investment and Options Strategist

    Amazon and Apple split Friday's earnings tape by more than 20 percentage points as Iran stood down f...
  • Coordinated JPY intervention and a cleaner AI hardware slate.

    Podcast

    Coordinated JPY intervention and a cleaner AI hardware slate.

    Saxo Market Call

    What happens now that leverage is much lower?
  • Palantir, SpaceX and AMD earnings: artificial intelligence gets three different reality checks

    Equities

    Palantir, SpaceX and AMD earnings: artificial intelligence gets three different reality checks

    Ruben Dalfovo

    Investment Strategist

  • Disney: high rank, cheap event

    Options

    Disney: high rank, cheap event

    Koen Hoorelbeke

    Investment and Options Strategist

    Disney’s options screen as expensive, with a volatility rank in the seventies going into the 5 Augus...
  • Selling the expected move: a Novo Nordisk earnings case study

    Options

    Selling the expected move: a Novo Nordisk earnings case study

    Koen Hoorelbeke

    Investment and Options Strategist

    Good news looks priced in, yet Novo’s Q2 has a habit of gapping the stock lower. With the options ma...
  • Market Quick Take - Trump calls off Iran strike as Apple posts a record slide - 3 August 2026

    Macro

    Market Quick Take - Trump calls off Iran strike as Apple posts a record slide - 3 August 2026

    Saxo Bank

    Saxo Bank

  • When euphoria meets reality: Lessons from the July KOSPI crash

    Equities

    When euphoria meets reality: Lessons from the July KOSPI crash

    Charu Chanana

    Chief Investment Strategist

  • Index up, average stock down - Options Brief - 31 July 2026

    Options

    Index up, average stock down - Options Brief - 31 July 2026

    Koen Hoorelbeke

    Investment and Options Strategist

    Microsoft added a record USD 450bn of market value in one session and pulled the index up 1.66%. The...
  • Apple and Amazon earnings: strong demand, scarce chips, different rewards

    Equities

    Apple and Amazon earnings: strong demand, scarce chips, different rewards

    Ruben Dalfovo

    Investment Strategist

  • The FX Trader: USD kicks off bear move as USDJPY intervention weighs.

    Forex

    The FX Trader: USD kicks off bear move as USDJPY intervention weighs.

    John J. Hardy

    Global Head of Macro Strategy

    Biggest USDJPY move in over two years.

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