Saxo Market Call

965 Episodes

1. Fixed-income: Keep it short if you think about bonds

   Published: 10/3/2023
2. Fixed-income: How much higher can bond yields go?

   Published: 9/26/2023
3. Macro and FX: Can the higher for longer narrative continue?

   Published: 9/25/2023
4. Commodities: What does a Fed soft landing mean for commodities?

   Published: 9/21/2023
5. Equities: Red flags in IPOs, low volatility in US equities, and earnings to watch

   Published: 9/20/2023
6. Fixed-income: The US 10-year yield is on the loose

   Published: 9/19/2023
7. Macro and FX: Central banks bonanza this week

   Published: 9/18/2023
8. Commodities: Oil rally raises stagflation risks and yuan’s correlation to copper

   Published: 9/14/2023
9. Equities: Energy on the move, Europe’s ”EV war” with China, and FedEx earnings

   Published: 9/13/2023
10. Fixed-income: A hawkish pause from ECB and attractive risk-reward in bonds

    Published: 9/12/2023
11. Macro and FX: King Dollar, pressures on China, and will ECB hike?

    Published: 9/11/2023
12. Commodities: Crude’s artificial tightness, uranium and gold in focus

    Published: 9/7/2023
13. Equities: EV ecosystem, Adobe earnings, and AI washing

    Published: 9/6/2023
14. Fixed-income: Peak rates and the impacts

    Published: 9/5/2023
15. Macro and FX: Could soft landing hopes slow down USD rally?

    Published: 9/4/2023
16. Will US jobs report extend current momentum?

    Published: 9/1/2023
17. ’Peak rates’ narrative continues to underpin momentum

    Published: 8/31/2023
18. Bad news is good news, or so the market thinks

    Published: 8/30/2023
19. Chinese equity narrative turns to hope of a turnaround

    Published: 8/29/2023
20. Volatility collapse post Jackson Hole as Powell delivers nothing

    Published: 8/28/2023