Saxo Market Call

1007 Episoder

1. Equities throwing down the gauntlet, how will Fed respond?

   Publisert: 15.8.2022
2. US yields jump, capping complacency

   Publisert: 12.8.2022
3. Soft CPI revives risk rally, but treasury reaction creates dissonance.

   Publisert: 11.8.2022
4. When is the great disinflation bet derailed?

   Publisert: 10.8.2022
5. Bears finally get a hook

   Publisert: 9.8.2022
6. The market is not for turning

   Publisert: 8.8.2022
7. Market complacency and the 2008 parallels.

   Publisert: 5.8.2022
8. Market is not ready for stagflation

   Publisert: 4.8.2022
9. Yield pop elicits complacent shrug from equities

   Publisert: 3.8.2022
10. Taiwan tensions and a possible market pivot

    Publisert: 2.8.2022
11. Financial conditions in the driver’s seat

    Publisert: 1.8.2022
12. Careful what you wish for, market.

    Publisert: 29.7.2022
13. Market indulges in risk-on after weak Powell pushback

    Publisert: 28.7.2022
14. Leaning against the market’s lean into FOMC

    Publisert: 27.7.2022
15. VIX below 25 with this backdrop? You must be kidding...

    Publisert: 26.7.2022
16. Huge week ahead on earnings and Fed guidance

    Publisert: 25.7.2022
17. USD breakout, commodities plunging, and equities love ’junk’

    Publisert: 6.7.2022
18. RBA hikes and inflation trades are back

    Publisert: 5.7.2022
19. Recession fears are pulling commodities and bond yields lower

    Publisert: 4.7.2022
20. Diving commodities prices the driver.

    Publisert: 1.7.2022