1007 Épisodes

  1. Equities throwing down the gauntlet, how will Fed respond?

    Publié: 15/08/2022
  2. US yields jump, capping complacency

    Publié: 12/08/2022
  3. Soft CPI revives risk rally, but treasury reaction creates dissonance.

    Publié: 11/08/2022
  4. When is the great disinflation bet derailed?

    Publié: 10/08/2022
  5. Bears finally get a hook

    Publié: 09/08/2022
  6. The market is not for turning

    Publié: 08/08/2022
  7. Market complacency and the 2008 parallels.

    Publié: 05/08/2022
  8. Market is not ready for stagflation

    Publié: 04/08/2022
  9. Yield pop elicits complacent shrug from equities

    Publié: 03/08/2022
  10. Taiwan tensions and a possible market pivot

    Publié: 02/08/2022
  11. Financial conditions in the driver’s seat

    Publié: 01/08/2022
  12. Careful what you wish for, market.

    Publié: 29/07/2022
  13. Market indulges in risk-on after weak Powell pushback

    Publié: 28/07/2022
  14. Leaning against the market’s lean into FOMC

    Publié: 27/07/2022
  15. VIX below 25 with this backdrop? You must be kidding...

    Publié: 26/07/2022
  16. Huge week ahead on earnings and Fed guidance

    Publié: 25/07/2022
  17. USD breakout, commodities plunging, and equities love ’junk’

    Publié: 06/07/2022
  18. RBA hikes and inflation trades are back

    Publié: 05/07/2022
  19. Recession fears are pulling commodities and bond yields lower

    Publié: 04/07/2022
  20. Diving commodities prices the driver.

    Publié: 01/07/2022

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