Saxo Market Call

Is Nvidia dead to China?

Is Nvidia dead to China?

Dip buyers celebrate, but market fragility now laid bare

Is Palantir's goose finally cooked?

Bond markets could pressurize this too quiet market.

Correction time again as big US retailers set to report?

The music has suddenly changed. It feels like a huge vibe shift.

After US CPI, small caps for the win, for a day at least.

Stagflation and mounting market divergences on the brain

Surf is up for the bulls for now, can US CPI spoil the fun?

Countdown to Mar-a-Lago accord just begun?

Something weird is brewing, but what?

And the next Fed Chair is...

The AI train keeps chugging. Challenging our own bearish case.

The cracks beginning to show as we are flying blind on state of US labor market.

What one Mag7 name giveth, another Mag7 name taketh away

Is Meta bad for humanity, even if earnings were as good as it gets?

Most dangerous market of all time?

Euro crushed and what does Visa tell us about US equity market valuations?

Euro drops back after EU and US strike trade deal

Monumental week ahead as markets too complacent

Deep dive on autonomous driving as Tesla hits rough patch

US and Japan make a deal. Tesla, Alphabet and IBM to report earnings.

Three big questions in the week ahead.

Melt up scenario versus perilous concentration

A bit too much perfection in the price?

Nvidia close to taking the market cap crown once again

Nasdaq 100 Index hits all time high. Micron earnings tonight key.

Crude oil and USDJPY whiplash. Tesla fans ignore shaky autonomous driving debut.

Market quickly recovering from Operation Midnight Hammer

Yep: NOK, Wheat and Tesla in the same podcast.

FOMC pumps USD. Stablecoin developments churn two superstar stocks.

Geopolitics and FOMC desperation to ditch the dot plot

Geopolitics derails risk sentiment, but for how long?

Bearish conviction rising again. Can the Fed cut as early as July?

AI theme reheating as Trump coalition fragility a rising talking point

Paging the next catalyst, please!

Silver rips as Musk-Trump bromance trips

Crossfire hurricane ahead of US jobs report

Trump doesn't like TACO. USD breaking down?

Yesterday gave equity bears and USD bears a hook

Nvidia to determine whether US stocks can achieve new highs

Japan beating US to the punch in addressing long bond yields

The TACO trade engages once again

Is everyone (including us) too bearish on US Treasuries?

US Treasury pressure cooker heating up once again

USD breaking down as we are all waiting for Trump's "big beautiful bill".

Make or break time for US equity market bears and Tesla to boot.

Here we go again with tariffs and US fiscal focus

A possibly pivotal Friday

Bears hang in at key levels as Palantir rides the retail whirlwind