Saxo Market Call
En podkast av SaxoStrats
1007 Episoder
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Can yields also be the cart and not the horse?
Publisert: 28.2.2023 -
US PCE inflation data spikes yields, but US equities hold the line.
Publisert: 27.2.2023 -
The China recovery narrative struggling
Publisert: 24.2.2023 -
The next support levels are the bigger ones for a capitulation
Publisert: 23.2.2023 -
Helmets on as yields pressure, stocks plunge
Publisert: 22.2.2023 -
This limbo unlikely to last as geopolitics weigh.
Publisert: 21.2.2023 -
Geopolitical risks crowd out all other considerations for now
Publisert: 20.2.2023 -
Market nerves fraying on US yield pressure. Big OpEx today.
Publisert: 17.2.2023 -
Animal spirits or casino spirits?
Publisert: 16.2.2023 -
Fed terminal rate hits new high. China recovery story stumbling?
Publisert: 15.2.2023 -
Another US CPI circus today. Tightening financial conditions?
Publisert: 14.2.2023 -
What does a ”no landing” scenario look like?
Publisert: 13.2.2023 -
Risk off, BoJ Governor nominee, Adidas dump, SEK soars
Publisert: 10.2.2023 -
Market celebrates Disney cost-cutting axe
Publisert: 9.2.2023 -
Fear not the Fed for now, concludes market
Publisert: 8.2.2023 -
Saxo Q1 Outlook! USD has reversed, will equity market follow?
Publisert: 7.2.2023 -
Massive US jobs report strength confounds market
Publisert: 6.2.2023 -
Pump and dump on BoE, ECB dovishness, megacap earnings duds
Publisert: 3.2.2023 -
Market uncorks fresh rally on Powell’s weak push-back
Publisert: 2.2.2023 -
Powell may protest to market expectations, but data in driver’s seat.
Publisert: 1.2.2023
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