Saxo Bank

NEWS DESK

Commodity strength collides with higher interest rates- Insights from Saxo Bank

News Desk 01/09/2026

Global markets have entered September facing an increasingly uncomfortable combination of rising commodity prices, sticky inflation, higher interest-rate expectations and concerns about government debt sustainability. Commodities sit near the centre of this tension, with renewed strength across

NEWS DESK

The Great Commodity Stampede Hits Gold and Grains- Saxo Bank

News Desk 31/08/2026

Commodities   In commodities, the latest reporting week to 25 August covered the period following the surprise US Treasury bond buyback announcement, which triggered a rush into hard assets, particularly precious metals, while the accompanying dollar weakness provided broader support across the commodity complex. It was also a week in which the geopolitical temperature

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Rate Hike Back on the Table as Inflation Runs Warm- Saxo Bank

News Desk 29/08/2026

 Macro Inflation came in a shade warmer than expected. The July PCE price index rose 0.2% month-on-month after a 0.1% fall in June, above the 0.1% forecast, with services prices up 0.3% and goods 0.1% lower. Core PCE also rose 0.2%. Year-on-year the headline rate held at 7% (versus expectations for a dip to 3.6%) […]

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From escalation to exit ramp: why oil’s war premium is unwinding again – Saxo Bank

News Desk 26/08/2026

Oil prices have fallen sharply this week as the market increasingly senses that both Washington and Tehran are looking for an exit ramp from a conflict that has inflicted a heavy economic cost on both sides. Brent crude trades near USD 86 per barrel, extending its three-day decline to around 8.7%, while WTI trades back […]

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SHEIN IPO: From $100 billion to $27 billion — what investors need to know – Saxo Bank

News Desk 25/08/2026

SHEIN is finally coming to market After failed attempts to list in New York and London, Singapore-headquartered SHEIN is finally preparing to make its stock-market debut in Hong Kong.   The fast-fashion retailer is offering 280 million shares at HK$47.60–HK$49.50 each, seeking to raise as much as HK$13.9 billion, or around US$1.8 billion. Trading is […]

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COT update: Commodity buying accelerates as dollar positioning steadies – Saxo Bank

News Desk 21/08/2026

Commodities   Hedge funds extended their recent commodity buying spree into a fifth consecutive week, supported by a 4.7% jump in the Bloomberg Commodity Index amid broad strength across energy, precious metals and soft commodities. Overall, the combined net long across the 24 major commodity futures tracked rose by 18% to 1.3 million contracts, a […]

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Copper versus gold: what an old macro signal is telling us now – Saxo Bank

News Desk 18/08/2026

An old macro signal in a changing world For decades, the relationship between copper and gold has been used as a shorthand indicator of the health of the global economy. Copper represents growth, construction, manufacturing and investment, while gold represents safety, monetary uncertainty and demand for a store of value.   The traditional interpretation is […]

NEWS DESK

COT update: Commodity buying accelerates as dollar positioning steadies – Saxo Bank

News Desk 17/08/2026

Commodities   Hedge funds extended their recent commodity buying spree into a fifth consecutive week, supported by a 4.7% jump in the Bloomberg Commodity Index amid broad strength across energy, precious metals and soft commodities. Overall, the combined net long across the 24 major commodity futures tracked rose by 18% to 1.3 million contracts, a […]

NEWS DESK

Commodities Report: Commodities keep pace with equities amid broadening scarcity themes – Insights from Saxo Bank

News Desk 14/08/2026

Commodities have continued this month to build on the strong and broad gains the sector delivered in July, when the Bloomberg Commodity Total Return Index (BCOM TR) posted a 7.5% gain. Together with a further 2.4% rise so far this month, lifting its year-to-date return to 26%, the index has now clawed back the bulk […]

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Oil gyrates on Hormuz headlines as depleted inventories and tight distillates raise the stakes – Saxo Bank

News Desk 13/08/2026

A market driven by headlines Oil continues to gyrate sharply as the war of words between Washington and Tehran leaves no clear path towards reopening the Strait of Hormuz. Brent is trading around USD 90 per barrel, but recent price action has been characterised by rapid swings as traders react to every diplomatic headline. Iran […]

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Gold and silver rebound as buyers return, but the real test lies ahead – Saxo Bank

News Desk 12/08/2026

Precious metals regain their footing The most notable development across precious metals is not the strength of last week’s rebound, but the sell-off that failed to materialise beforehand when gold repeatedly resisted selling attempts below USD 4,000, while silver found buyers below USD 57. This resilience came despite several headwinds that had weighed heavily on

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COT update: Dollar bulls retreat as metals attract fresh demand – Saxo Bank

News Desk 10/08/2026

Yen rebound hits dollar longs The latest reporting week to 4 August, covers a period in which the dollar’s recent advance came to an abrupt halt after late-July intervention by the BOJ and Fed helped support the Japanese yen. By the end of the reporting week last Tuesday, the dollar index had fallen 1.5%, while […]

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AI’s next phase: Investing beyond the bottlenecks- Saxo Bank

News Desk 06/08/2026

The first phase of the artificial-intelligence trade was built around scarcity. There were not enough advanced chips, high-bandwidth memory, networking components, power connections or data-centre capacity to satisfy demand. Investors did not need to know exactly how AI would be monetised. It was enough to own the companies supplying the bottlenecks. That phase is

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Fed Holds Rates as Hawkish Signals Keep Markets on Edge

News Desk 30/07/2026

The Federal Reserve’s decision to hold interest rates at 3.50% to 3.75% was widely expected. However, three members dissenting in favour of a rate hike, combined with Chair Kevin Warsh’s deliberately limited forward guidance, left markets with more questions about the direction of monetary policy.   With inflation still above target, oil prices vulnerable to […]

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Market Watch: Experts Weigh In Ahead of the Fed’s July Rate Decision

News Desk 28/07/2026

With the US Federal Reserve set to announce its latest interest rate decision this week, markets are closely watching whether policymakers will keep rates on hold or signal that further tightening remains on the table. While a pause is widely expected, persistent inflation concerns, fluctuating oil prices, and geopolitical developments continue to complicate the outlook.

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Expert Reactions: ECB Holds Rates Steady as Markets Turn Focus to September

News Desk 24/07/2026

The European Central Bank kept interest rates unchanged at 2.25%, in line with market expectations. While the decision was widely anticipated, policymakers maintained a cautious stance as rising energy prices and geopolitical tensions continue to pose inflation risks. With markets now focused on the September meeting, experts share their views on the ECB’s outlook

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ECB Monetary Policy Announcement- Insights from Saxo Bank

News Desk 24/07/2026

Following the ECB monetary policy announcement, our spokesperson, Hamza Dweik, Head of Trading (MENA), Saxo Bank, has shared his insights.   The ECB’s decision to leave interest rates unchanged was widely expected by markets, but the message from Frankfurt was more important than the decision itself. The Governing Council kept the deposit facility rate at 2.25%, the

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Chips rebound as oil revives inflation fears – Saxo Bank

News Desk 22/07/2026

  Commodities Crude oil extended its rally, with WTI up 1.2% toward $85 a barrel, a fourth straight gain and its highest level since mid-June, while Brent traded back above $92. The move reflects the ongoing US-Iran conflict, now in its 11th day, a Houthi threat to Red Sea shipping, and production shut-ins as Tropical […]

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Commodities weekly: war, weather and backwardation drive returns – Saxo Bank

News Desk 18/07/2026

As we move beyond the midpoint of July and into the holiday season, when many traders, investors and analysts step away from their desks for a few weeks, it is an opportune time to take stock of the commodity markets following an eventful first half of the year. The Bloomberg Commodity Total Return Index has […]

NEWS DESK

Taylor Swift’s wedding and the ‘Swiftie’ spend multiplier – Saxo Bank

News Desk 16/07/2026

  Ruben Dalfovo, Investment Strategist, Saxo Bank   In Saxo’s Outrageous Predictions for 2026, we floated the idea that a Taylor Swift and Travis Kelce wedding could boost global growth. Outrageous, clearly. But when Taylor moves, consumers, brands and search engines tend to follow. Now the rumour mill has done what it does best: moved […]