Saxo Market Call

998 Episodes

1. Commodities: Oil rally raises stagflation risks and yuan’s correlation to copper

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

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

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

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

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

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

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

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

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

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

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

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

    Published: 8/28/2023
14. Market deflates with NVDA options premium. Beware new EU regulations!

    Published: 8/25/2023
15. Nvidia smashes everything in sight.

    Published: 8/24/2023
16. Who the heck is buying so many Nvidia GPU’s?

    Published: 8/23/2023
17. Nvidia blasts higher ahead of earnings. What does Jackson Hole deliver?

    Published: 8/22/2023
18. Long US treasury yields perched at cycle highs

    Published: 8/21/2023
19. Darker clouds on the horizon

    Published: 8/18/2023
20. FOMC Minutes and ugly JGB auction spook investors

    Published: 8/17/2023