Saxo Market Call

1007 Episoder

1. Equities: Mike Tyson moment, Birkenstock IPO, Q3 earnings in focus

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

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

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

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

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

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

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

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

   Udgivet: 18.9.2023
10. Commodities: Oil rally raises stagflation risks and yuan’s correlation to copper

    Udgivet: 14.9.2023
11. Equities: Energy on the move, Europe’s ”EV war” with China, and FedEx earnings

    Udgivet: 13.9.2023
12. Fixed-income: A hawkish pause from ECB and attractive risk-reward in bonds

    Udgivet: 12.9.2023
13. Macro and FX: King Dollar, pressures on China, and will ECB hike?

    Udgivet: 11.9.2023
14. Commodities: Crude’s artificial tightness, uranium and gold in focus

    Udgivet: 7.9.2023
15. Equities: EV ecosystem, Adobe earnings, and AI washing

    Udgivet: 6.9.2023
16. Fixed-income: Peak rates and the impacts

    Udgivet: 5.9.2023
17. Macro and FX: Could soft landing hopes slow down USD rally?

    Udgivet: 4.9.2023
18. Will US jobs report extend current momentum?

    Udgivet: 1.9.2023
19. ’Peak rates’ narrative continues to underpin momentum

    Udgivet: 31.8.2023
20. Bad news is good news, or so the market thinks

    Udgivet: 30.8.2023