1007 Episodes

  1. Can yields also be the cart and not the horse?

    Published: 28/02/2023
  2. US PCE inflation data spikes yields, but US equities hold the line.

    Published: 27/02/2023
  3. The China recovery narrative struggling

    Published: 24/02/2023
  4. The next support levels are the bigger ones for a capitulation

    Published: 23/02/2023
  5. Helmets on as yields pressure, stocks plunge

    Published: 22/02/2023
  6. This limbo unlikely to last as geopolitics weigh.

    Published: 21/02/2023
  7. Geopolitical risks crowd out all other considerations for now

    Published: 20/02/2023
  8. Market nerves fraying on US yield pressure. Big OpEx today.

    Published: 17/02/2023
  9. Animal spirits or casino spirits?

    Published: 16/02/2023
  10. Fed terminal rate hits new high. China recovery story stumbling?

    Published: 15/02/2023
  11. Another US CPI circus today. Tightening financial conditions?

    Published: 14/02/2023
  12. What does a ”no landing” scenario look like?

    Published: 13/02/2023
  13. Risk off, BoJ Governor nominee, Adidas dump, SEK soars

    Published: 10/02/2023
  14. Market celebrates Disney cost-cutting axe

    Published: 9/02/2023
  15. Fear not the Fed for now, concludes market

    Published: 8/02/2023
  16. Saxo Q1 Outlook! USD has reversed, will equity market follow?

    Published: 7/02/2023
  17. Massive US jobs report strength confounds market

    Published: 6/02/2023
  18. Pump and dump on BoE, ECB dovishness, megacap earnings duds

    Published: 3/02/2023
  19. Market uncorks fresh rally on Powell’s weak push-back

    Published: 2/02/2023
  20. Powell may protest to market expectations, but data in driver’s seat.

    Published: 1/02/2023

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