Saxo Market Call

998 Episoder

1. Equities: YTD performance, rate cuts pricing, and Adobe earnings

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

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

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

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

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

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

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

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

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

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

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

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

    Udgivet: 15.11.2023
14. Options: How to take advantage of options

    Udgivet: 15.11.2023
15. Fixed-income: Inflation expectations, views on yields, and Moody’s US rating outlook

    Udgivet: 14.11.2023
16. Commodities: Crude oil capitulation, the floor in gold, and roaring softs

    Udgivet: 9.11.2023
17. Equities: EVs and oil demand, Recession or not, Adyen Investor Day

    Udgivet: 8.11.2023
18. Fixed-income: The present opportunities in corporate bonds

    Udgivet: 7.11.2023
19. Macro and FX: Weaker USD, China data, and RBA rate decision

    Udgivet: 6.11.2023
20. Commodities: Special edition with WisdomTree

    Udgivet: 3.11.2023