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Saxo Group's strategy team delivers market insights across all asset classes.
Today we discuss the key companies reporting in this week's earnings bonanza with Saxo Equity Strategist Ruben Dalfovo, including Meta, Alph...
Today - how the market is parsing the titanic capex plans for the four Mag7 companies reporting after the US market close yesterday. With cr...
Today, a look at a modest market setback ahead of the single most important day on the earnings calendar this quarter, as four of the Mag7 a...
Today's John J. Hardy substack post. Today, challenging the notion that energy prices can remain here or go higher and risk sentiment can st...
Today, a look at the continued incredible ramp in semiconductor names and whether we are inflating an incipient bubble, even if forward valu...
Today, we look at the collateral damage in software-as-a-service land after ServiceNow shares suffered a nasty markdown yesterday after repo...
Today, a look at a concentrated market rally in the US yesterday, led by big picks and shovels names in AI, with GE Vernova leading the pack...
Today, a look at a key factor keeping oil in check - namely demand destruction, as shipping flows through the Hormuz Strait remain at a tric...
Today, as the headline US equity indices finally paused for breath after their recent steep run-up, a run-down of incoming earnings today an...
Today, a brief look at waking up this week to the latest headline risks from the Hormuz Strait, which have only weakly impacted US equity fu...
Today, a look at the US market completing one of its most remarkable comebacks ever as it ramped off recently lows to hit new all time highs...
Today, a look at the US dollar and risk sentiment now having come full circle and even then some in individual cases from the levels trading...
Today we look at the further strong resurgence in risk assets, noting in particular the first signs of a comeback in some of the most beaten...
Today, we look at the fresh pain for global markets on the collapse of US-Iran talks this weekend and the new US intent to blockade the Horm...
Today, a look at equity markets that remain hopeful as key US-Iran talks kick off today in Islamabad, Pakistan. Even so, some big software n...
Today, a look at the market maintaining a remarkably resilient stance despite Iran casting doubts on the status of the cease-fire announceme...
Today, a look at the fragile "cease-fire" between the US and Iran and whether it is mostly a US climbdown from its maximalist threats than a...
Today, an assessment of the end-of-March and quarter-end melt-up in equities, where calendar and positioning factors are likely key drivers...
Today, a look at a US market that was under exceptional pressure as major US name sold off, taking the US market to cycle lows when the broa...
Markets are aggressively pricing an improved outlook for global energy flows as US president Trump seems to want to wrap things up in Iran a...
Today we look at the market-altering after effects of Trump's claims of diplomacy with Iran as he backed away from an ultimatum against Iran...
Markets had been reacting to the war in Iran recently, of course, but perhaps it has been the explosion higher in global bond yields that ha...
Today, a look at a market for which volatility remains very much pent up as we face the triple whammy of triple witching, weekend uncertaint...
The war in Iran has taken on new levels of concern after Israeli and Iranian attacks on gas production infrastructure in Iran and Qatar, res...
Today, a look at the market continuing to radiate confidence that things will turn out well despite the lack of real progress or any new cla...
Today, plenty of headlines from the Middle East and the Strait of Hormuz to keep oil prices boiling, if not yet boiling over, with plenty mo...
Today, we discuss the markets continuing to price forward expectations that Hormuz Strait uncertainty will lift quickly from here, especiall...
Today we discuss a sense of unease that the market remains as complacent as it does given the magnitude of the disruption of oil and gas sup...
Today we try to try to find the signal amongst the general noise level and headlines coming both from the Iran War and the wider region and...
Today, an attempt to assess the comeback in risk sentiment and retreat in oil prices and whether we can trust President Trump's framing of t...
Global markets are rightly on edge about the situation in Iran and the disruption of the lifeline of crude oil, LNG and other supplies throu...
Today, a rundown of how various global markets are positioned relative to the risk of the Strait of Hormuz remaining closed for various time...
Today, the market off on a cautious footing as crude oil prices remain high after yesterday's strong bounce-back attempt, with intense headl...
Today, we note the US market's out-of-step behaviour relative to the rest of the world, as US traders have taken a buy-the-dip stance while...
Yesterday's positive close on the US equity market was a head scratcher and we try to put together a set of reasons how it was possible as w...
Today we run through what has just happened in Iran, how global markets have reacted and the key developments to watch from here as we consi...
Today, a look at the market punishing Nvidia shares, and many other AI hardware-related stocks in Thursday's session - was this mostly about...
Let's see if the US cash session (and the action into Friday's options expiry) tells us otherwise, but the market's very restrained reaction...
The AI disruption trade finally saw some consolidation yesterday, ironically the day after a viral report on profound AI disruption sweeping...
The AI disruption overlay trade is now bordering on the AI apocalypse trade as a well penned research report intensifies the sell-off in nam...
With Ruben Dalfovo, Saxo Equity Market strategist, today we delve into how to approach and rate the prospects for beaten down software-as-a-...
Today, another breakdown of the remarkable dispersion in the US market, with few signs that it is ending just yet, while Europe continues to...
Today, a look at a modest US equity market rally as we wonder whether those pressing recent themes within AI winners vs. AI losers have over...
Today, continuing to note the wild swings in individual names even as the overall indices look relatively flat on the surface, while wonderi...
Today, we discuss the ongoing "AI Overlay" trade, note another AI-related company that is not a hyperscaler, but is set to spend up to USD 2...
Today, a look at everyone attempting to put on the "AI overlay" trade and whether this unsettles confidence in the market more broadly, or j...
Today, strong notes of general concern as yesterday could have marked the beginning of a broader weakening in risk sentiment, which has so f...
Today, a look at carnage for additional individual names on AI disruption fears even amidst relative market calm in US equities. Elsewhere,...
Today, we discuss another session marked by notable divergences within the US stock universe, oil markets heading into territory that is sta...
Today's episode features a very special guest, Peter Garnry, CEO and co-founder of Gesda Capital , as we discuss everything from Novo Nordis...