Saxo Market Call

1007 Épisodes

1. Bubble stocks, OPEC+, quarter-end and US jobs data on the radar this week

   Publié: 28/06/2021
2. Aggressive risk on ahead of US inflation data

   Publié: 25/06/2021
3. The central bank policy normalization train rolls on

   Publié: 24/06/2021
4. Market continues to shake off FOMC aftershocks. Grantham sounds alarm.

   Publié: 23/06/2021
5. Has the market already full priced a Fed tightening cycle?

   Publié: 22/06/2021
6. A week for taking stock after post-FOMC trauma

   Publié: 21/06/2021
7. Consensus macro positions getting poked with a very sharp stick?

   Publié: 18/06/2021
8. Time to smell the coffee: the Fed tightening cycle has begun

   Publié: 17/06/2021
9. It's FOMC day - last chance to avoid the summer doldrums?

   Publié: 16/06/2021
10. Stocks and treasuries diverge ahead of FOMC

    Publié: 15/06/2021
11. It's FOMC week, as market ponders taper talk and forecast shifts.

    Publié: 14/06/2021
12. Market celebrates as treasuries supposedly buy the "transitory" narrative

    Publié: 11/06/2021
13. Saxo Market Call Special Edition - Monthly FX Update

    Publié: 10/06/2021
14. US treasury yields dip further ahead of hottest expected CPI in decades.

    Publié: 10/06/2021
15. Rate expectations near cycle low ahead of US CPI

    Publié: 09/06/2021
16. Biogen, Bitcoin levels, signals unreliable from US treasuries

    Publié: 08/06/2021
17. We're not buying the narrative driving the "Goldilocks data" pump

    Publié: 07/06/2021
18. Strong US jobs data spooks US bubble stocks, boosts the buck.

    Publié: 04/06/2021
19. The green transformation to drive inflation. Fresh Reddit army rampage.

    Publié: 03/06/2021
20. Someone is buying a lot of disaster insurance

    Publié: 02/06/2021