Saxo Market Call

1007 Épisodes

1. Equities: Mike Tyson moment, Birkenstock IPO, Q3 earnings in focus

   Publié: 04/10/2023
2. Spiking US long yields a dangerous moment for markets

   Publié: 04/10/2023
3. Fixed-income: Keep it short if you think about bonds

   Publié: 03/10/2023
4. Fixed-income: How much higher can bond yields go?

   Publié: 26/09/2023
5. Macro and FX: Can the higher for longer narrative continue?

   Publié: 25/09/2023
6. Commodities: What does a Fed soft landing mean for commodities?

   Publié: 21/09/2023
7. Equities: Red flags in IPOs, low volatility in US equities, and earnings to watch

   Publié: 20/09/2023
8. Fixed-income: The US 10-year yield is on the loose

   Publié: 19/09/2023
9. Macro and FX: Central banks bonanza this week

   Publié: 18/09/2023
10. Commodities: Oil rally raises stagflation risks and yuan’s correlation to copper

    Publié: 14/09/2023
11. Equities: Energy on the move, Europe’s ”EV war” with China, and FedEx earnings

    Publié: 13/09/2023
12. Fixed-income: A hawkish pause from ECB and attractive risk-reward in bonds

    Publié: 12/09/2023
13. Macro and FX: King Dollar, pressures on China, and will ECB hike?

    Publié: 11/09/2023
14. Commodities: Crude’s artificial tightness, uranium and gold in focus

    Publié: 07/09/2023
15. Equities: EV ecosystem, Adobe earnings, and AI washing

    Publié: 06/09/2023
16. Fixed-income: Peak rates and the impacts

    Publié: 05/09/2023
17. Macro and FX: Could soft landing hopes slow down USD rally?

    Publié: 04/09/2023
18. Will US jobs report extend current momentum?

    Publié: 01/09/2023
19. ’Peak rates’ narrative continues to underpin momentum

    Publié: 31/08/2023
20. Bad news is good news, or so the market thinks

    Publié: 30/08/2023