Saxo Market Call

1007 Episodes

1. Chinese equity narrative turns to hope of a turnaround

   Published: 29/08/2023
2. Volatility collapse post Jackson Hole as Powell delivers nothing

   Published: 28/08/2023
3. Market deflates with NVDA options premium. Beware new EU regulations!

   Published: 25/08/2023
4. Nvidia smashes everything in sight.

   Published: 24/08/2023
5. Who the heck is buying so many Nvidia GPU’s?

   Published: 23/08/2023
6. Nvidia blasts higher ahead of earnings. What does Jackson Hole deliver?

   Published: 22/08/2023
7. Long US treasury yields perched at cycle highs

   Published: 21/08/2023
8. Darker clouds on the horizon

   Published: 18/08/2023
9. FOMC Minutes and ugly JGB auction spook investors

   Published: 17/08/2023
10. If you are not watching China, you are not paying attention

    Published: 16/08/2023
11. Chinese weakness reverberates through markets

    Published: 15/08/2023
12. New cracks in China’s real estate market continue to weigh on markets

    Published: 14/08/2023
13. US inflation review, equities during stagflation, and gold weakness

    Published: 11/08/2023
14. Our stagflation light call explained

    Published: 10/08/2023
15. Will US CPI report accelerate bets on rate cuts?

    Published: 9/08/2023
16. Weak Chinese data jolt markets with fresh risk-off sentiment

    Published: 8/08/2023
17. Special Edition: Deep dive on trading the energy markets

    Published: 28/07/2023
18. Inscrutable Bank of Japan will have to surprise someone

    Published: 27/07/2023
19. Commodities breaking up. Fed policy as cycle end looms.

    Published: 26/07/2023
20. Disinflationary daydreaming

    Published: 25/07/2023