Saxo Market Call

1007 Afleveringen

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

   Gepubliceerd: 26-5-2023
2. Nvidia and the AI bubble risk as its valuation nears $1 trillion

   Gepubliceerd: 25-5-2023
3. An ugly feeling about yesterday’s pivot

   Gepubliceerd: 24-5-2023
4. Are equity investors missing what treasury investors see?

   Gepubliceerd: 23-5-2023
5. Debt ceiling talks a headline risk nuisance this week.

   Gepubliceerd: 22-5-2023
6. Debt ceiling soon solved? Careful what you wish for...

   Gepubliceerd: 19-5-2023
7. What shocks this market out of the 0DTE volatility dampener?

   Gepubliceerd: 17-5-2023
8. Maximum confusion: market in a vice-grip of uncertainty

   Gepubliceerd: 16-5-2023
9. US UMich sentiment survey the worst of both worlds

   Gepubliceerd: 15-5-2023
10. Listeners’ podcast - First Edition!

    Gepubliceerd: 12-5-2023
11. Mean reversion continues: sterling next?

    Gepubliceerd: 11-5-2023
12. Druck calls imminent hard landing. US CPI matters less jobs.

    Gepubliceerd: 10-5-2023
13. What shoe is this market waiting for to drop?

    Gepubliceerd: 9-5-2023
14. Big sentiment shift Friday. US CPI next test on Wednesday.

    Gepubliceerd: 8-5-2023
15. US yield plunge, risk off had nothing to do with FOMC

    Gepubliceerd: 4-5-2023
16. What on earth is the FOMC reaction function?

    Gepubliceerd: 3-5-2023
17. FOMC tomorrow: worth hedging the ”sell-the-fact” risk

    Gepubliceerd: 2-5-2023
18. Market pre-celebrating the Fed pivot. Is it too complacent?

    Gepubliceerd: 1-5-2023
19. Stocks make fresh bullish bid on earnings. BoJ to take its sweet time.

    Gepubliceerd: 28-4-2023
20. Regional banks continue to suffer, but Meta!

    Gepubliceerd: 27-4-2023