Saxo Market Call

969 Episodes

1. Commodities breaking up. Fed policy as cycle end looms.

   Published: 26/07/2023
2. Disinflationary daydreaming

   Published: 25/07/2023
3. Germany July Manufacturing PMI sets up dovish ECB

   Published: 24/07/2023
4. Big market break with big week ahead

   Published: 21/07/2023
5. Tesla and Netflix chill market sentiment

   Published: 20/07/2023
6. Earnings season accelerates today with Tesla. GBP outperformance is history.

   Published: 19/07/2023
7. Will Tesla earnings support or shatter the complacent backdrop?

   Published: 18/07/2023
8. Earnings season hits full stride after financials stumble

   Published: 17/07/2023
9. Big moves all around, if not in implied volatility.

   Published: 14/07/2023
10. The disinflationary no landing nirvana?

    Published: 13/07/2023
11. A big test for US dollar and market narrative on today’s US CPI

    Published: 12/07/2023
12. Nasdaq 100 rebalancing and big JPY short squeeze

    Published: 11/07/2023
13. Heavy stocks and bonds, heavy JPY crosses, heavy metals

    Published: 10/07/2023
14. Strong US data resets the narrative across markets

    Published: 7/07/2023
15. US 10-year yield on the move before the key US data releases

    Published: 6/07/2023
16. Do any of the scenarios lead to tighter financial conditions?

    Published: 5/07/2023
17. How quickly will EVs destroy crude oil demand?

    Published: 4/07/2023
18. Quarter end sprint for stocks. Historic moves in grains.

    Published: 3/07/2023
19. Is the narrative on the economy and interest rates about to change?

    Published: 30/06/2023
20. What can blast us out of this low vol rut?

    Published: 29/06/2023