Saxo Market Call

969 Episodes

1. Extreme divergence in equity market internals over last week

   Published: 30/05/2023
2. Deep dive: Investing in commodities through futures and stocks.

   Published: 29/05/2023
3. US Treasury Yields turning the screws. Also: this is a Listeners’ Edition!

   Published: 26/05/2023
4. Nvidia and the AI bubble risk as its valuation nears $1 trillion

   Published: 25/05/2023
5. An ugly feeling about yesterday’s pivot

   Published: 24/05/2023
6. Are equity investors missing what treasury investors see?

   Published: 23/05/2023
7. Debt ceiling talks a headline risk nuisance this week.

   Published: 22/05/2023
8. Debt ceiling soon solved? Careful what you wish for...

   Published: 19/05/2023
9. What shocks this market out of the 0DTE volatility dampener?

   Published: 17/05/2023
10. Maximum confusion: market in a vice-grip of uncertainty

    Published: 16/05/2023
11. US UMich sentiment survey the worst of both worlds

    Published: 15/05/2023
12. Listeners’ podcast - First Edition!

    Published: 12/05/2023
13. Mean reversion continues: sterling next?

    Published: 11/05/2023
14. Druck calls imminent hard landing. US CPI matters less jobs.

    Published: 10/05/2023
15. What shoe is this market waiting for to drop?

    Published: 9/05/2023
16. Big sentiment shift Friday. US CPI next test on Wednesday.

    Published: 8/05/2023
17. US yield plunge, risk off had nothing to do with FOMC

    Published: 4/05/2023
18. What on earth is the FOMC reaction function?

    Published: 3/05/2023
19. FOMC tomorrow: worth hedging the ”sell-the-fact” risk

    Published: 2/05/2023
20. Market pre-celebrating the Fed pivot. Is it too complacent?

    Published: 1/05/2023