Saxo Market Call

969 Episodes

1. Fixed-income: What is fiscal dominance and why is it important?

   Published: 21/11/2023
2. Macro and FX: Fed pivot hopes as USD continues to slide

   Published: 20/11/2023
3. Commodities: Silver comeback, watch OPEC as crude oil slides lower

   Published: 16/11/2023
4. Equities: Year-end rally, inflation, thematic winners, US consumer and Nvidia monster earnings

   Published: 15/11/2023
5. Options: How to take advantage of options

   Published: 15/11/2023
6. Fixed-income: Inflation expectations, views on yields, and Moody’s US rating outlook

   Published: 14/11/2023
7. Commodities: Crude oil capitulation, the floor in gold, and roaring softs

   Published: 9/11/2023
8. Equities: EVs and oil demand, Recession or not, Adyen Investor Day

   Published: 8/11/2023
9. Fixed-income: The present opportunities in corporate bonds

   Published: 7/11/2023
10. Macro and FX: Weaker USD, China data, and RBA rate decision

    Published: 6/11/2023
11. Commodities: Special edition with WisdomTree

    Published: 3/11/2023
12. Equities: Key earnings, green transformation meltdown, and Q3 earnings status

    Published: 1/11/2023
13. Fixed-income: A barbell strategy and three central banks

    Published: 31/10/2023
14. Macro and FX: Will BoJ allow government bond yields to rise further?

    Published: 30/10/2023
15. Commodities: Gold defies rising bond yields, but why?

    Published: 26/10/2023
16. Equities: Q3 earnings, China restart, and the robust economy

    Published: 25/10/2023
17. Fixed-income: ECB pause, Treasury auctions, and yield curve positioning

    Published: 24/10/2023
18. Macro and FX: USD strength to get tested

    Published: 23/10/2023
19. Commodities: Gold likes peak rates and is the oil market running out of steam?

    Published: 12/10/2023
20. Equities: Is the mojo back? Novo Nordisk keeps surprising and Tesla earnings showdown

    Published: 11/10/2023