Saxo Market Call

1007 Episoder

1. Uncertainty is the name of the game

   Publisert: 16.1.2024
2. Fixed-income: Fair value, inflation report and our outlook for bonds

   Publisert: 10.1.2024
3. Macro and FX: Upcoming US CPI figures, USD momentum, and musings on China

   Publisert: 8.1.2024
4. Commodities: Crude oil and gold in focus as a new year begins

   Publisert: 4.1.2024
5. Equities: What to expect in 2024?

   Publisert: 3.1.2024
6. Macro and FX: Watch USD sentiment and BoJ hints on rate policy

   Publisert: 18.12.2023
7. Special Edition: The best outrageous prediction for 2024 by our clients

   Publisert: 14.12.2023
8. Fixed-income: Where are we now, surprises in 2023, and what to expect in 2024

   Publisert: 12.12.2023
9. Macro and FX: Will central banks, inflation, and PMIs deliver fireworks?

   Publisert: 11.12.2023
10. Equities: YTD performance, rate cuts pricing, and Adobe earnings

    Publisert: 6.12.2023
11. Special Edition: Saxo’s Outrageous Predictions 2024

    Publisert: 5.12.2023
12. Macro and FX: Key macro data this week, the USD slide ended and gold is on the move

    Publisert: 4.12.2023
13. Commodities: Mixed performance as peak rates gather momentum

    Publisert: 30.11.2023
14. Equities: Dangerous index concentration, cyber security stocks, and the wisdom of Charlie Munger

    Publisert: 29.11.2023
15. Fixed-income: Biggest rally in US 10-year Treasuries since August 2011

    Publisert: 28.11.2023
16. Macro and FX: Inflation week, PMI test in China, and USDJPY

    Publisert: 27.11.2023
17. Commodities: Will Santa deliver another golden gift?

    Publisert: 23.11.2023
18. Equities: Nvidia growth bonanza, earnings estimates, and the surge in nuclear power theme

    Publisert: 22.11.2023
19. Fixed-income: What is fiscal dominance and why is it important?

    Publisert: 21.11.2023
20. Macro and FX: Fed pivot hopes as USD continues to slide

    Publisert: 20.11.2023