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  • Q3 Outlook for Traders: AI’s challenging growth math and a new era at the Fed

    Quarterly Outlook

    Q3 Outlook for Traders: AI’s challenging growth math and a new era at the Fed

    John J. Hardy

    Global Head of Macro Strategy

    The AI growth trajectory, the Kevin Warsh Fed and Geopolitics
  • Options Brief - Chips bounce into H1 close - 30 June 2026

    Options

    Options Brief - Chips bounce into H1 close - 30 June 2026

    Koen Hoorelbeke

    Investment and Options Strategist

    Chipmakers and tech stocks rebounded hard on Monday, but the vol surface is sending a split signal: ...
  • Leverage upon leverage, what could go wrong?

    Podcast

    Leverage upon leverage, what could go wrong?

    Saxo Market Call

    Momentum stocks uncork a fresh surge.
  • Grains await USDA reality check after fund-driven round trip

    Commodities

    Grains await USDA reality check after fund-driven round trip

    Ole Hansen

    Head of Commodity Strategy

  • Market Quick Take - 30 June 2026

    Macro

    Market Quick Take - 30 June 2026

    Saxo Bank

    Saxo Bank

  • Options Brief - Semis retreat, ceasefire lifts the open - 29 June 2026

    Options

    Options Brief - Semis retreat, ceasefire lifts the open - 29 June 2026

    Koen Hoorelbeke

    Investment and Options Strategist

    Friday split the tape between semiconductors and the rest of the market, with chip stocks sharply lo...
  • Flat Friday on the index surface, but bonkers beta underneath.

    Podcast

    Flat Friday on the index surface, but bonkers beta underneath.

    Saxo Market Call

    Market bucketing of AI winners and losers continues.
  • COT update: Crowded positioning across assets raises the risk of countertrends

    Commodities

    COT update: Crowded positioning across assets raises the risk of countertrends

    Ole Hansen

    Head of Commodity Strategy

    Our weekly Commitment of Traders update returns highlighting future positions and changes made by he...
  • Market Quick Take - 29 June 2026

    Macro

    Market Quick Take - 29 June 2026

    Saxo Bank

    Saxo Bank

  • AI’s next phase: From memory winners to efficiency enablers

    Equities

    AI’s next phase: From memory winners to efficiency enablers

    Charu Chanana

    Chief Investment Strategist

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