Saxo Market Call

Chip madness getting close to FOMO mania phase?

Does this market rhyme with 1926, 1928 or even 1929?

JPY intervention! And, can Economist covers open the Strait of Hormuz?

Capex bombast versus spiking energy prices creating unbearable tension. Also, the JPY!

Four megacaps on tap late today to test market sentiment.

The cognitive dissonance is getting painful here.

Semiconductor momentum getting bubbly. Meanwhile, Hormuz Strait - what's that?

SaaSpocalypse NOW. Also, massive earnings and central bank week ahead.

AI picks & shovels rocket higher. If only they could open the Hormuz Strait.

Global markets remain resilient despite escalating tensions in the Hormuz Strait, where ongoing shipping attacks continue to drive oil price volatility. US equity indices exhibit sharp divergence, as tech and AI-related sectors reach new highs while software-as-a-service companies struggle with valuation concerns and e...

Vast demand destruction is helping keep a lid on oil. Big SaaS test today.

What to look for in Warsh nomination hearings as US-Iran talks also in focus.

Earnings season ramps up this week amidst pesky Hormuz Strait headline risk

What now after the "biblical vol reset"?

We've come full circle and then some for the USD and risk sentiment.

Market dons the rose-tinted glasses and USD is breaking down

Blockading the Hormuz Strait blockade: how does this work, exactly?

Anthropic carving a path of devastation while we await outcome of US-Iran talks.

Wall of worry remains high, can bulls keep flexing?

A robust market reaction to a quite fragile "cease-fire" in Iran.

Market's melt up on Trump's seeming urgency to end war, but ...