Saxo Market Call

965 Episoder

1. The unbearable tightness of bank funding

   Udgivet: 24.3.2023
2. Yellen statement on deposits spooks market, while Powell thoroughly ignored.

   Udgivet: 23.3.2023
3. Catch 22 for the FOMC: market leans for a hike, but...

   Udgivet: 22.3.2023
4. Are markets too calm? Will FOMC play ball with market expectations?

   Udgivet: 21.3.2023
5. Weekend Credit Suisse deal unsettles markets on debt wipeout.

   Udgivet: 20.3.2023
6. Market sees a glass that is half full of liquidity for now.

   Udgivet: 17.3.2023
7. Credit Suisse gets lifeline. ECB faces unenviable task today.

   Udgivet: 16.3.2023
8. Nervous calm doesn’t feel very stable here

   Udgivet: 15.3.2023
9. Careening toward a credit crunch?

   Udgivet: 14.3.2023
10. SVB fallout: Nobody knows what will happen next

    Udgivet: 13.3.2023
11. A warning shot has been fired

    Udgivet: 10.3.2023
12. Bank of Japan could cast a very long shadow over global markets

    Udgivet: 9.3.2023
13. Fed Chair Powell hawkish blast unsettles markets again.

    Udgivet: 8.3.2023
14. Triangulating ahead of the event risk blitz. RBA policy mistake?

    Udgivet: 7.3.2023
15. Bulls celebrate yield dip. Heavy central bank calendar this week.

    Udgivet: 6.3.2023
16. Neither bulls nor bears have conviction here. Week ahead a big one for macro.

    Udgivet: 3.3.2023
17. Tesla nothingburger and 4.0% 10-yr yield sets market on tilt

    Udgivet: 2.3.2023
18. The China reopening narrative tries to get back on the rails.

    Udgivet: 1.3.2023
19. Can yields also be the cart and not the horse?

    Udgivet: 28.2.2023
20. US PCE inflation data spikes yields, but US equities hold the line.

    Udgivet: 27.2.2023