Saxo Market Call

1007 Episoder

1. US Treasury Yields turning the screws. Also: this is a Listeners’ Edition!

   Publisert: 26.5.2023
2. Nvidia and the AI bubble risk as its valuation nears $1 trillion

   Publisert: 25.5.2023
3. An ugly feeling about yesterday’s pivot

   Publisert: 24.5.2023
4. Are equity investors missing what treasury investors see?

   Publisert: 23.5.2023
5. Debt ceiling talks a headline risk nuisance this week.

   Publisert: 22.5.2023
6. Debt ceiling soon solved? Careful what you wish for...

   Publisert: 19.5.2023
7. What shocks this market out of the 0DTE volatility dampener?

   Publisert: 17.5.2023
8. Maximum confusion: market in a vice-grip of uncertainty

   Publisert: 16.5.2023
9. US UMich sentiment survey the worst of both worlds

   Publisert: 15.5.2023
10. Listeners’ podcast - First Edition!

    Publisert: 12.5.2023
11. Mean reversion continues: sterling next?

    Publisert: 11.5.2023
12. Druck calls imminent hard landing. US CPI matters less jobs.

    Publisert: 10.5.2023
13. What shoe is this market waiting for to drop?

    Publisert: 9.5.2023
14. Big sentiment shift Friday. US CPI next test on Wednesday.

    Publisert: 8.5.2023
15. US yield plunge, risk off had nothing to do with FOMC

    Publisert: 4.5.2023
16. What on earth is the FOMC reaction function?

    Publisert: 3.5.2023
17. FOMC tomorrow: worth hedging the ”sell-the-fact” risk

    Publisert: 2.5.2023
18. Market pre-celebrating the Fed pivot. Is it too complacent?

    Publisert: 1.5.2023
19. Stocks make fresh bullish bid on earnings. BoJ to take its sweet time.

    Publisert: 28.4.2023
20. Regional banks continue to suffer, but Meta!

    Publisert: 27.4.2023