Saxo Market Call

998 Episoder

1. Commodities: Oil rally raises stagflation risks and yuan’s correlation to copper

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

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

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

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

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

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

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

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

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

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

    Udgivet: 30.8.2023
12. Chinese equity narrative turns to hope of a turnaround

    Udgivet: 29.8.2023
13. Volatility collapse post Jackson Hole as Powell delivers nothing

    Udgivet: 28.8.2023
14. Market deflates with NVDA options premium. Beware new EU regulations!

    Udgivet: 25.8.2023
15. Nvidia smashes everything in sight.

    Udgivet: 24.8.2023
16. Who the heck is buying so many Nvidia GPU’s?

    Udgivet: 23.8.2023
17. Nvidia blasts higher ahead of earnings. What does Jackson Hole deliver?

    Udgivet: 22.8.2023
18. Long US treasury yields perched at cycle highs

    Udgivet: 21.8.2023
19. Darker clouds on the horizon

    Udgivet: 18.8.2023
20. FOMC Minutes and ugly JGB auction spook investors

    Udgivet: 17.8.2023