Saxo Market Call

Suddenly almost nowhere to run and hide amidst historic meltdown.

The November 5th midterm election results triggered a massive, broad-based market deleveraging, characterized by a sharp reversal in the previously dominant AI trade. Tech-heavy indices, including the Nasdaq 100 and the SOX index, suffered significant declines, with major players like NVIDIA and AMD experiencing substa...

The AI trade is down even as most stocks are way up.

The wannabe emperor had no clothes after all.

Final thoughts: What if the Republicans hold the line?

Is the post mid-term period a good one for US stocks?

October was a great month for most stocks.

Market wrap and the big US mid-term preview like no other.

FOMC semi dovish. Alphabet and ServiceNow crater on earnings.

Entering a possibly pivotal key few days.

Anthropic IPO: A coming titanic test for the AI trade

Market tries to steady, but big unknowns loom.

A big day for equities, but a bigger one for bonds.

Another comeback day spoiled and then some. What gives?

SpaceX hopes burn bright as huge internal divergences within US market continue.

Markets are on tilt. Why is SpaceX suddenly reporting today?

Comeback day and a giant sucking sound from Tesla

That was ugly, but are we just getting started?

Credit conditions are ratcheting tighter.

Are treasuries a safe haven again or is that too crazy a notion?

A few drops of diesel from Russia and Palantir hits new all-time high.