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  • Asymmetric risks in a busy week ahead

    Podcast

    Asymmetric risks in a busy week ahead

    Saxo Market Call

    Geopolitics, treasury yields and US data a heady mix.
  • Gold’s real-yield divergence faces a sterner test

    Commodities

    Gold’s real-yield divergence faces a sterner test

    Ole Hansen

    Head of Commodity Strategy

  • COT update: Dollar bulls return as commodity investors rotate out of energy

    Commodities

    COT update: Dollar bulls return as commodity investors rotate out of energy

    Ole Hansen

    Head of Commodity Strategy

    Our weekly Commitment of Traders update returns highlighting future positions and changes made by he...
  • Market Quick Take - Fresh surge in Crude Oil on Hormuz woes spikes risk sentiment  - 28 September 2026

    Macro

    Market Quick Take - Fresh surge in Crude Oil on Hormuz woes spikes risk sentiment - 28 September 2026

    Saxo Bank

    Saxo Bank

  • Micron earnings preview: Peak memory, or a new regime?

    Macro

    Micron earnings preview: Peak memory, or a new regime?

    Charu Chanana

    Chief Investment Strategist

    Micron enters earnings with record margins, tight memory supply and strong AI-driven HBM demand. The...
  • Asia Market Quick Take – 28 September, 2026

    Macro

    Asia Market Quick Take – 28 September, 2026

    APAC Research

  • Rate vol breaks 100, the index sits still - Options Brief - 25 September 2026

    Options

    Rate vol breaks 100, the index sits still - Options Brief - 25 September 2026

    Koen Hoorelbeke

    Investment and Options Strategist

    The Treasury volatility index closed above 100 for the first time in three months on Thursday. The S...
  • Commodity weekly: Macro pressure meets supply tightness

    Commodities

    Commodity weekly: Macro pressure meets supply tightness

    Ole Hansen

    Head of Commodity Strategy

  • Geopolitics could continue to dog this market for a long while yet.

    Podcast

    Geopolitics could continue to dog this market for a long while yet.

    Saxo Market Call

    Iran deadline and US macro data key next week.
  • The FX Trader: USDJPY reverses around key resistance level.

    Forex

    The FX Trader: USDJPY reverses around key resistance level.

    John J. Hardy

    Global Head of Macro Strategy

    Also, an eye on sterling here.

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