Saxo Market Call

969 Episodes

1. Central banks and key figures run the show

   Published: 23/01/2024
2. Sticking the landing: what a normalising yield curve means for bond investors

   Published: 19/01/2024
3. Uncertainty is the name of the game

   Published: 16/01/2024
4. Fixed-income: Fair value, inflation report and our outlook for bonds

   Published: 10/01/2024
5. Macro and FX: Upcoming US CPI figures, USD momentum, and musings on China

   Published: 8/01/2024
6. Commodities: Crude oil and gold in focus as a new year begins

   Published: 4/01/2024
7. Equities: What to expect in 2024?

   Published: 3/01/2024
8. Macro and FX: Watch USD sentiment and BoJ hints on rate policy

   Published: 18/12/2023
9. Special Edition: The best outrageous prediction for 2024 by our clients

   Published: 14/12/2023
10. Fixed-income: Where are we now, surprises in 2023, and what to expect in 2024

    Published: 12/12/2023
11. Macro and FX: Will central banks, inflation, and PMIs deliver fireworks?

    Published: 11/12/2023
12. Equities: YTD performance, rate cuts pricing, and Adobe earnings

    Published: 6/12/2023
13. Special Edition: Saxo’s Outrageous Predictions 2024

    Published: 5/12/2023
14. Macro and FX: Key macro data this week, the USD slide ended and gold is on the move

    Published: 4/12/2023
15. Commodities: Mixed performance as peak rates gather momentum

    Published: 30/11/2023
16. Equities: Dangerous index concentration, cyber security stocks, and the wisdom of Charlie Munger

    Published: 29/11/2023
17. Fixed-income: Biggest rally in US 10-year Treasuries since August 2011

    Published: 28/11/2023
18. Macro and FX: Inflation week, PMI test in China, and USDJPY

    Published: 27/11/2023
19. Commodities: Will Santa deliver another golden gift?

    Published: 23/11/2023
20. Equities: Nvidia growth bonanza, earnings estimates, and the surge in nuclear power theme

    Published: 22/11/2023