Saxo Market Call

998 Episoder

1. Listeners’ podcast - First Edition!

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

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

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

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

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

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

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

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

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

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

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

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

    Udgivet: 25.4.2023
14. Heart of earnings season this week. Debt ceiling next steps.

    Udgivet: 24.4.2023
15. Debt ceiling crunch time. Geopolitical tectonics rumbling in the background.

    Udgivet: 21.4.2023
16. Time to buy some downside insurance? Big weather shift coming...

    Udgivet: 20.4.2023
17. It’s been a narrow US equity market rally. Tesla is on tap.

    Udgivet: 19.4.2023
18. Listening to Lagarde for once. Was Empire Manufacturing whiplash a signal?

    Udgivet: 18.4.2023
19. Special Edition: Generative AI Part 2 with Emil Sarauw

    Udgivet: 17.4.2023
20. Treasury yields jump, USD fights back as earnings season hits full stride this week.

    Udgivet: 17.4.2023