Saxo Market Call

1007 Épisodes

1. Uncertainty is the name of the game

   Publié: 16/01/2024
2. Fixed-income: Fair value, inflation report and our outlook for bonds

   Publié: 10/01/2024
3. Macro and FX: Upcoming US CPI figures, USD momentum, and musings on China

   Publié: 08/01/2024
4. Commodities: Crude oil and gold in focus as a new year begins

   Publié: 04/01/2024
5. Equities: What to expect in 2024?

   Publié: 03/01/2024
6. Macro and FX: Watch USD sentiment and BoJ hints on rate policy

   Publié: 18/12/2023
7. Special Edition: The best outrageous prediction for 2024 by our clients

   Publié: 14/12/2023
8. Fixed-income: Where are we now, surprises in 2023, and what to expect in 2024

   Publié: 12/12/2023
9. Macro and FX: Will central banks, inflation, and PMIs deliver fireworks?

   Publié: 11/12/2023
10. Equities: YTD performance, rate cuts pricing, and Adobe earnings

    Publié: 06/12/2023
11. Special Edition: Saxo’s Outrageous Predictions 2024

    Publié: 05/12/2023
12. Macro and FX: Key macro data this week, the USD slide ended and gold is on the move

    Publié: 04/12/2023
13. Commodities: Mixed performance as peak rates gather momentum

    Publié: 30/11/2023
14. Equities: Dangerous index concentration, cyber security stocks, and the wisdom of Charlie Munger

    Publié: 29/11/2023
15. Fixed-income: Biggest rally in US 10-year Treasuries since August 2011

    Publié: 28/11/2023
16. Macro and FX: Inflation week, PMI test in China, and USDJPY

    Publié: 27/11/2023
17. Commodities: Will Santa deliver another golden gift?

    Publié: 23/11/2023
18. Equities: Nvidia growth bonanza, earnings estimates, and the surge in nuclear power theme

    Publié: 22/11/2023
19. Fixed-income: What is fiscal dominance and why is it important?

    Publié: 21/11/2023
20. Macro and FX: Fed pivot hopes as USD continues to slide

    Publié: 20/11/2023