Saxo Market Call

1007 Afleveringen

1. Equities: Mike Tyson moment, Birkenstock IPO, Q3 earnings in focus

   Gepubliceerd: 4-10-2023
2. Spiking US long yields a dangerous moment for markets

   Gepubliceerd: 4-10-2023
3. Fixed-income: Keep it short if you think about bonds

   Gepubliceerd: 3-10-2023
4. Fixed-income: How much higher can bond yields go?

   Gepubliceerd: 26-9-2023
5. Macro and FX: Can the higher for longer narrative continue?

   Gepubliceerd: 25-9-2023
6. Commodities: What does a Fed soft landing mean for commodities?

   Gepubliceerd: 21-9-2023
7. Equities: Red flags in IPOs, low volatility in US equities, and earnings to watch

   Gepubliceerd: 20-9-2023
8. Fixed-income: The US 10-year yield is on the loose

   Gepubliceerd: 19-9-2023
9. Macro and FX: Central banks bonanza this week

   Gepubliceerd: 18-9-2023
10. Commodities: Oil rally raises stagflation risks and yuan’s correlation to copper

    Gepubliceerd: 14-9-2023
11. Equities: Energy on the move, Europe’s ”EV war” with China, and FedEx earnings

    Gepubliceerd: 13-9-2023
12. Fixed-income: A hawkish pause from ECB and attractive risk-reward in bonds

    Gepubliceerd: 12-9-2023
13. Macro and FX: King Dollar, pressures on China, and will ECB hike?

    Gepubliceerd: 11-9-2023
14. Commodities: Crude’s artificial tightness, uranium and gold in focus

    Gepubliceerd: 7-9-2023
15. Equities: EV ecosystem, Adobe earnings, and AI washing

    Gepubliceerd: 6-9-2023
16. Fixed-income: Peak rates and the impacts

    Gepubliceerd: 5-9-2023
17. Macro and FX: Could soft landing hopes slow down USD rally?

    Gepubliceerd: 4-9-2023
18. Will US jobs report extend current momentum?

    Gepubliceerd: 1-9-2023
19. ’Peak rates’ narrative continues to underpin momentum

    Gepubliceerd: 31-8-2023
20. Bad news is good news, or so the market thinks

    Gepubliceerd: 30-8-2023