Saxo Market Call

998 Episoder

1. Nasdaq 100 rebalancing and big JPY short squeeze

   Udgivet: 11.7.2023
2. Heavy stocks and bonds, heavy JPY crosses, heavy metals

   Udgivet: 10.7.2023
3. Strong US data resets the narrative across markets

   Udgivet: 7.7.2023
4. US 10-year yield on the move before the key US data releases

   Udgivet: 6.7.2023
5. Do any of the scenarios lead to tighter financial conditions?

   Udgivet: 5.7.2023
6. How quickly will EVs destroy crude oil demand?

   Udgivet: 4.7.2023
7. Quarter end sprint for stocks. Historic moves in grains.

   Udgivet: 3.7.2023
8. Is the narrative on the economy and interest rates about to change?

   Udgivet: 30.6.2023
9. What can blast us out of this low vol rut?

   Udgivet: 29.6.2023
10. Is Nvidia set to hit an air pocket on new US export restrictions?

    Udgivet: 28.6.2023
11. High flyers get big haircut, but fear levels very low.

    Udgivet: 27.6.2023
12. Bull market status teetering in places

    Udgivet: 26.6.2023
13. Perilous narrowness in US equity market. Bonds to crowd out stocks?

    Udgivet: 23.6.2023
14. A weak market, but a VIX shrug. Norges Bank goes 50.

    Udgivet: 22.6.2023
15. Speculative pockets shine even on a down day

    Udgivet: 21.6.2023
16. PBoC disappoints the market questioning stimulus pace

    Udgivet: 20.6.2023
17. Liquidity fears have been the boy who cried wolf...so far

    Udgivet: 19.6.2023
18. Hawkish ECB gets traction, especially as BoJ remains unmoved.

    Udgivet: 16.6.2023
19. FOMC’s hawkish hold pressurizes BoJ. Adobe faces big test.

    Udgivet: 15.6.2023
20. Market extends melt-up into today’s FOMC

    Udgivet: 14.6.2023