Saxo Market Call

998 Episodes

1. Equities: YTD performance, rate cuts pricing, and Adobe earnings

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

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

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

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

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

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

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

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

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

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

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

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

    Published: 11/15/2023
14. Options: How to take advantage of options

    Published: 11/15/2023
15. Fixed-income: Inflation expectations, views on yields, and Moody’s US rating outlook

    Published: 11/14/2023
16. Commodities: Crude oil capitulation, the floor in gold, and roaring softs

    Published: 11/9/2023
17. Equities: EVs and oil demand, Recession or not, Adyen Investor Day

    Published: 11/8/2023
18. Fixed-income: The present opportunities in corporate bonds

    Published: 11/7/2023
19. Macro and FX: Weaker USD, China data, and RBA rate decision

    Published: 11/6/2023
20. Commodities: Special edition with WisdomTree

    Published: 11/3/2023