1007 Episodes

  1. Wheat price spike turning dire

    Published: 4/03/2022
  2. Commodities are searching for the breaking point

    Published: 3/03/2022
  3. We are not buying this dip

    Published: 2/03/2022
  4. The rush out of Russia.

    Published: 1/03/2022
  5. Sanctions slam the door on Russia.

    Published: 28/02/2022
  6. Market sell-off reverses on milder US sanctions than feared

    Published: 25/02/2022
  7. Markets and economies ill-prepared for war

    Published: 24/02/2022
  8. When geopolitical fear levels fade, CB expectations quickly spring back.

    Published: 23/02/2022
  9. We have crossed the geopolitical Rubicon

    Published: 22/02/2022
  10. The fog of geopolitical tensions

    Published: 21/02/2022
  11. Pozsar urges the Powell Fed to create a ”Volcker moment”

    Published: 18/02/2022
  12. Back to square one on geopolitics. Fed expectations recede.

    Published: 17/02/2022
  13. The Fed must hike until something breaks

    Published: 16/02/2022
  14. Geopolitics headlines improve, but here comes fresh yield spike risk?

    Published: 15/02/2022
  15. Russia-Ukraine headline risk added to already volatile mix

    Published: 14/02/2022
  16. Bracing for possible Fed emergency hike

    Published: 11/02/2022
  17. Market pushing on resistance ahead of US CPI

    Published: 10/02/2022
  18. Market holding its breath within pivot zone

    Published: 9/02/2022
  19. EU sovereign debt crisis redux risk?

    Published: 8/02/2022
  20. Markets are still walking on broken glass

    Published: 7/02/2022

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