Saxo Market Call
En podcast af saxostrats - Tirsdage
965 Episoder
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Tesla and Netflix chill market sentiment
Udgivet: 20.7.2023 -
Earnings season accelerates today with Tesla. GBP outperformance is history.
Udgivet: 19.7.2023 -
Will Tesla earnings support or shatter the complacent backdrop?
Udgivet: 18.7.2023 -
Earnings season hits full stride after financials stumble
Udgivet: 17.7.2023 -
Big moves all around, if not in implied volatility.
Udgivet: 14.7.2023 -
The disinflationary no landing nirvana?
Udgivet: 13.7.2023 -
A big test for US dollar and market narrative on today’s US CPI
Udgivet: 12.7.2023 -
Nasdaq 100 rebalancing and big JPY short squeeze
Udgivet: 11.7.2023 -
Heavy stocks and bonds, heavy JPY crosses, heavy metals
Udgivet: 10.7.2023 -
Strong US data resets the narrative across markets
Udgivet: 7.7.2023 -
US 10-year yield on the move before the key US data releases
Udgivet: 6.7.2023 -
Do any of the scenarios lead to tighter financial conditions?
Udgivet: 5.7.2023 -
How quickly will EVs destroy crude oil demand?
Udgivet: 4.7.2023 -
Quarter end sprint for stocks. Historic moves in grains.
Udgivet: 3.7.2023 -
Is the narrative on the economy and interest rates about to change?
Udgivet: 30.6.2023 -
What can blast us out of this low vol rut?
Udgivet: 29.6.2023 -
Is Nvidia set to hit an air pocket on new US export restrictions?
Udgivet: 28.6.2023 -
High flyers get big haircut, but fear levels very low.
Udgivet: 27.6.2023 -
Bull market status teetering in places
Udgivet: 26.6.2023 -
Perilous narrowness in US equity market. Bonds to crowd out stocks?
Udgivet: 23.6.2023
Saxo Bank's strategy team delivers market insights across all asset classes.