Saxo Market Call

1002 Episoder

1. A week for taking stock after post-FOMC trauma

   Udgivet: 21.6.2021
2. Consensus macro positions getting poked with a very sharp stick?

   Udgivet: 18.6.2021
3. Time to smell the coffee: the Fed tightening cycle has begun

   Udgivet: 17.6.2021
4. It's FOMC day - last chance to avoid the summer doldrums?

   Udgivet: 16.6.2021
5. Stocks and treasuries diverge ahead of FOMC

   Udgivet: 15.6.2021
6. It's FOMC week, as market ponders taper talk and forecast shifts.

   Udgivet: 14.6.2021
7. Market celebrates as treasuries supposedly buy the "transitory" narrative

   Udgivet: 11.6.2021
8. Saxo Market Call Special Edition - Monthly FX Update

   Udgivet: 10.6.2021
9. US treasury yields dip further ahead of hottest expected CPI in decades.

   Udgivet: 10.6.2021
10. Rate expectations near cycle low ahead of US CPI

    Udgivet: 9.6.2021
11. Biogen, Bitcoin levels, signals unreliable from US treasuries

    Udgivet: 8.6.2021
12. We're not buying the narrative driving the "Goldilocks data" pump

    Udgivet: 7.6.2021
13. Strong US jobs data spooks US bubble stocks, boosts the buck.

    Udgivet: 4.6.2021
14. The green transformation to drive inflation. Fresh Reddit army rampage.

    Udgivet: 3.6.2021
15. Someone is buying a lot of disaster insurance

    Udgivet: 2.6.2021
16. Where is this market going to find more juice?

    Udgivet: 1.6.2021
17. Very low volatility can also mean longer term opportunities

    Udgivet: 31.5.2021
18. The 'Reddit army' is back and wild comeback in commodities

    Udgivet: 28.5.2021
19. German bond indigestion and big oil activist coup

    Udgivet: 27.5.2021
20. Distortions from Fed's massive liquidity provision creating unreliable signals

    Udgivet: 26.5.2021