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  • COT update: Euro shorts surge as commodity funds sell into the rebound

    Commodities

    COT update: Euro shorts surge as commodity funds sell into the rebound

    Ole Hansen

    Head of Commodity Strategy

    Our weekly Commitment of Traders update returns highlighting future positions and changes made by he...
  • ASML earnings: three ways to read the move options are pricing

    Options

    ASML earnings: three ways to read the move options are pricing

    Koen Hoorelbeke

    Investment and Options Strategist

    ASML reports on 14 October, and options price a move of about 6.5%, larger than most of its past rea...
  • Market Quick Take - Brent fades a Riyadh airport spike before US CPI - 12 October 2026

    Macro

    Market Quick Take - Brent fades a Riyadh airport spike before US CPI - 12 October 2026

    Saxo Bank

    Saxo Bank

  • Chip doubts land in the tail, not the index - Options Brief - 9 October 2026

    Options

    Chip doubts land in the tail, not the index - Options Brief - 9 October 2026

    Koen Hoorelbeke

    Investment and Options Strategist

    One private company’s revenue number took 3.4% out of the semiconductor index. The option market ans...
  • Commodity weekly: Fuel tightness and gold demand support recovery

    Commodities

    Commodity weekly: Fuel tightness and gold demand support recovery

    Ole Hansen

    Head of Commodity Strategy

  • Two banks, one morning: what options price for Goldman Sachs and Wells Fargo earnings

    Options

    Two banks, one morning: what options price for Goldman Sachs and Wells Fargo earnings

    Koen Hoorelbeke

    Investment and Options Strategist

    Six US banks report within 24 hours, and options price a similar move for each. Against their own hi...
  • Market Quick Take - AI revenue doubts hit chipmakers, oil and yields drop - 09 October 2026

    Macro

    Market Quick Take - AI revenue doubts hit chipmakers, oil and yields drop - 09 October 2026

    Saxo Bank

    Saxo Bank

  • US midterms: Scenarios, and what they can mean for AI and bond yields

    Equities

    US midterms: Scenarios, and what they can mean for AI and bond yields

    Charu Chanana

    Chief Investment Strategist

  • The first earnings scorecard, and an index quieter than its parts - Options Brief - 8 October 2026

    Options

    The first earnings scorecard, and an index quieter than its parts - Options Brief - 8 October 2026

    Koen Hoorelbeke

    Investment and Options Strategist

    Our earnings scorecard starts today: what options charge for every Q3 report, against what each stoc...
  • Markets on tilt: will we see a proper slide lower?

    Podcast

    Markets on tilt: will we see a proper slide lower?

    Saxo Market Call

    Can US equities continue to keep the blinders on?

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