Saxo Market Call

965 Episodes

1. Macro and FX: Upcoming US CPI figures, USD momentum, and musings on China

   Published: 1/8/2024
2. Commodities: Crude oil and gold in focus as a new year begins

   Published: 1/4/2024
3. Equities: What to expect in 2024?

   Published: 1/3/2024
4. Macro and FX: Watch USD sentiment and BoJ hints on rate policy

   Published: 12/18/2023
5. Special Edition: The best outrageous prediction for 2024 by our clients

   Published: 12/14/2023
6. Fixed-income: Where are we now, surprises in 2023, and what to expect in 2024

   Published: 12/12/2023
7. Macro and FX: Will central banks, inflation, and PMIs deliver fireworks?

   Published: 12/11/2023
8. Equities: YTD performance, rate cuts pricing, and Adobe earnings

   Published: 12/6/2023
9. Special Edition: Saxo’s Outrageous Predictions 2024

   Published: 12/5/2023
10. Macro and FX: Key macro data this week, the USD slide ended and gold is on the move

    Published: 12/4/2023
11. Commodities: Mixed performance as peak rates gather momentum

    Published: 11/30/2023
12. Equities: Dangerous index concentration, cyber security stocks, and the wisdom of Charlie Munger

    Published: 11/29/2023
13. Fixed-income: Biggest rally in US 10-year Treasuries since August 2011

    Published: 11/28/2023
14. Macro and FX: Inflation week, PMI test in China, and USDJPY

    Published: 11/27/2023
15. Commodities: Will Santa deliver another golden gift?

    Published: 11/23/2023
16. Equities: Nvidia growth bonanza, earnings estimates, and the surge in nuclear power theme

    Published: 11/22/2023
17. Fixed-income: What is fiscal dominance and why is it important?

    Published: 11/21/2023
18. Macro and FX: Fed pivot hopes as USD continues to slide

    Published: 11/20/2023
19. Commodities: Silver comeback, watch OPEC as crude oil slides lower

    Published: 11/16/2023
20. Equities: Year-end rally, inflation, thematic winners, US consumer and Nvidia monster earnings

    Published: 11/15/2023