Saxo Market Call

965 Episoder

1. Macro and FX: Upcoming US CPI figures, USD momentum, and musings on China

   Udgivet: 8.1.2024
2. Commodities: Crude oil and gold in focus as a new year begins

   Udgivet: 4.1.2024
3. Equities: What to expect in 2024?

   Udgivet: 3.1.2024
4. Macro and FX: Watch USD sentiment and BoJ hints on rate policy

   Udgivet: 18.12.2023
5. Special Edition: The best outrageous prediction for 2024 by our clients

   Udgivet: 14.12.2023
6. Fixed-income: Where are we now, surprises in 2023, and what to expect in 2024

   Udgivet: 12.12.2023
7. Macro and FX: Will central banks, inflation, and PMIs deliver fireworks?

   Udgivet: 11.12.2023
8. Equities: YTD performance, rate cuts pricing, and Adobe earnings

   Udgivet: 6.12.2023
9. Special Edition: Saxo’s Outrageous Predictions 2024

   Udgivet: 5.12.2023
10. Macro and FX: Key macro data this week, the USD slide ended and gold is on the move

    Udgivet: 4.12.2023
11. Commodities: Mixed performance as peak rates gather momentum

    Udgivet: 30.11.2023
12. Equities: Dangerous index concentration, cyber security stocks, and the wisdom of Charlie Munger

    Udgivet: 29.11.2023
13. Fixed-income: Biggest rally in US 10-year Treasuries since August 2011

    Udgivet: 28.11.2023
14. Macro and FX: Inflation week, PMI test in China, and USDJPY

    Udgivet: 27.11.2023
15. Commodities: Will Santa deliver another golden gift?

    Udgivet: 23.11.2023
16. Equities: Nvidia growth bonanza, earnings estimates, and the surge in nuclear power theme

    Udgivet: 22.11.2023
17. Fixed-income: What is fiscal dominance and why is it important?

    Udgivet: 21.11.2023
18. Macro and FX: Fed pivot hopes as USD continues to slide

    Udgivet: 20.11.2023
19. Commodities: Silver comeback, watch OPEC as crude oil slides lower

    Udgivet: 16.11.2023
20. Equities: Year-end rally, inflation, thematic winners, US consumer and Nvidia monster earnings

    Udgivet: 15.11.2023