Saxo Market Call

Yesterday looked like an ugly "tell" for the market. Be careful out there.

Yesterday looked like an ugly "tell" for the market. Be careful out there.

AI trade gets Nvidia earnings boost while JPY spins into the abyss

It's showtime for Nvidia tonight: can its earnings right market sentiment?

Risk off has gone global, even as US treasuries and FX press snooze

Friday gave us a line in the sand ahead of Nvidia earnings

AI leading equity market nosedive. Also: USD no safe haven?

AI picks & shovels versus AI miners. Also: "Gimme a stimmie!"

One day, is gonna be the day, the K-shape really gets to you

As market comeback continues, remembering those who served.

Most significant market correction since April - is it over?

We are at a tipping point - which way do we tip?

A critical constraint for AI infrastructure spending: it's not about the chips.

Corrections without obvious drivers to be taken more seriously?

Bubbliest of the bubbly companies on deck with earnings. FX heating up?

The boy who cried "Hindenburg Omen!"

US & China check the key "trade war detente" boxes. Meanwhile, market narrowness a concern.

A pivotal 24-hour window for global markets

Could precious metals meltdown see new FX themes emerging?

The art of the deal, or at least the art of the pause button.

Market hoping for US-China comprehensive deal. Also, could gold's role shift from here?

Critical four days ahead for geopolitical headlines

Remember that China has as much power as Trump to sway the market

Markets charge back higher as we continue to cast a jaundiced eye.

Market says glass is half full as we near crunch time on multiple fronts

Market fear levels shoot up, but not everyone is paying attention

The waiting is the hardest part

Peak market meme-ification surely getting close?

The silver streak - can it continue?

Talk of "melt-up" now competing with "bubble risk"

Yen gets binned as gold hits 4k and dispersion trade catches our eye.

One deal closer in the AI capex endgame

Japan gets its Iron Maggie, while France achieves new level of dysfunction

Retail frenzy while credit concerns fly under the radar

Market partying like it's late 2021, but one asset class is on tilt.

Will the shutdown of government shut down the bulls?

Dancing away from the brink into quarter end

Structural crude outlook update. Also: the equity market faces bigger hurdles now.

Consolidation-ville or correction-ville?

Markets finally dip as shutdown risk looms. Lithium on the brain...

Our AI basket and what does it mean to call something a bubble?

The paper company suddenly worth $20 billion.

As painfully contrarian as ever here on triple witching day.

Snappy FOMC takeaways versus seeing the forest for the trees

Final thoughts on FOMC as one critical market indicator flashes red

Is there any surprise scenario for tomorrow's FOMC?

Divergences continue to build - which way for the volatility breakout?

Pssst...Europe has AI stocks, too.

Putting together an AI Bubble Basket - who should be in or out?

Oracle rewarded for betting its capex farm on AI

Which AI story might crack this market's confidence?