Saxo Market Call

965 Episoder

1. An ugly feeling about yesterday’s pivot

   Udgivet: 24.5.2023
2. Are equity investors missing what treasury investors see?

   Udgivet: 23.5.2023
3. Debt ceiling talks a headline risk nuisance this week.

   Udgivet: 22.5.2023
4. Debt ceiling soon solved? Careful what you wish for...

   Udgivet: 19.5.2023
5. What shocks this market out of the 0DTE volatility dampener?

   Udgivet: 17.5.2023
6. Maximum confusion: market in a vice-grip of uncertainty

   Udgivet: 16.5.2023
7. US UMich sentiment survey the worst of both worlds

   Udgivet: 15.5.2023
8. Listeners’ podcast - First Edition!

   Udgivet: 12.5.2023
9. Mean reversion continues: sterling next?

   Udgivet: 11.5.2023
10. Druck calls imminent hard landing. US CPI matters less jobs.

    Udgivet: 10.5.2023
11. What shoe is this market waiting for to drop?

    Udgivet: 9.5.2023
12. Big sentiment shift Friday. US CPI next test on Wednesday.

    Udgivet: 8.5.2023
13. US yield plunge, risk off had nothing to do with FOMC

    Udgivet: 4.5.2023
14. What on earth is the FOMC reaction function?

    Udgivet: 3.5.2023
15. FOMC tomorrow: worth hedging the ”sell-the-fact” risk

    Udgivet: 2.5.2023
16. Market pre-celebrating the Fed pivot. Is it too complacent?

    Udgivet: 1.5.2023
17. Stocks make fresh bullish bid on earnings. BoJ to take its sweet time.

    Udgivet: 28.4.2023
18. Regional banks continue to suffer, but Meta!

    Udgivet: 27.4.2023
19. Choppy sentiment shifts as first megacaps report earnings.

    Udgivet: 26.4.2023
20. If you’re not confused, you’re not paying attention

    Udgivet: 25.4.2023