Saxo Market Call

998 Episoder

1. Equities: Key earnings, green transformation meltdown, and Q3 earnings status

   Udgivet: 1.11.2023
2. Fixed-income: A barbell strategy and three central banks

   Udgivet: 31.10.2023
3. Macro and FX: Will BoJ allow government bond yields to rise further?

   Udgivet: 30.10.2023
4. Commodities: Gold defies rising bond yields, but why?

   Udgivet: 26.10.2023
5. Equities: Q3 earnings, China restart, and the robust economy

   Udgivet: 25.10.2023
6. Fixed-income: ECB pause, Treasury auctions, and yield curve positioning

   Udgivet: 24.10.2023
7. Macro and FX: USD strength to get tested

   Udgivet: 23.10.2023
8. Commodities: Gold likes peak rates and is the oil market running out of steam?

   Udgivet: 12.10.2023
9. Equities: Is the mojo back? Novo Nordisk keeps surprising and Tesla earnings showdown

   Udgivet: 11.10.2023
10. Fixed-income: The uptrend in bond yields remains, watch our for the BTP-Bund spread

    Udgivet: 10.10.2023
11. Macro and FX: Potentially a defining moment in the Middle East

    Udgivet: 9.10.2023
12. Equities: Mike Tyson moment, Birkenstock IPO, Q3 earnings in focus

    Udgivet: 4.10.2023
13. Spiking US long yields a dangerous moment for markets

    Udgivet: 4.10.2023
14. Fixed-income: Keep it short if you think about bonds

    Udgivet: 3.10.2023
15. Fixed-income: How much higher can bond yields go?

    Udgivet: 26.9.2023
16. Macro and FX: Can the higher for longer narrative continue?

    Udgivet: 25.9.2023
17. Commodities: What does a Fed soft landing mean for commodities?

    Udgivet: 21.9.2023
18. Equities: Red flags in IPOs, low volatility in US equities, and earnings to watch

    Udgivet: 20.9.2023
19. Fixed-income: The US 10-year yield is on the loose

    Udgivet: 19.9.2023
20. Macro and FX: Central banks bonanza this week

    Udgivet: 18.9.2023