Saxo Market Call

1007 Episodo

1. Chinese equity narrative turns to hope of a turnaround

   Publicado: 29/8/2023
2. Volatility collapse post Jackson Hole as Powell delivers nothing

   Publicado: 28/8/2023
3. Market deflates with NVDA options premium. Beware new EU regulations!

   Publicado: 25/8/2023
4. Nvidia smashes everything in sight.

   Publicado: 24/8/2023
5. Who the heck is buying so many Nvidia GPU’s?

   Publicado: 23/8/2023
6. Nvidia blasts higher ahead of earnings. What does Jackson Hole deliver?

   Publicado: 22/8/2023
7. Long US treasury yields perched at cycle highs

   Publicado: 21/8/2023
8. Darker clouds on the horizon

   Publicado: 18/8/2023
9. FOMC Minutes and ugly JGB auction spook investors

   Publicado: 17/8/2023
10. If you are not watching China, you are not paying attention

    Publicado: 16/8/2023
11. Chinese weakness reverberates through markets

    Publicado: 15/8/2023
12. New cracks in China’s real estate market continue to weigh on markets

    Publicado: 14/8/2023
13. US inflation review, equities during stagflation, and gold weakness

    Publicado: 11/8/2023
14. Our stagflation light call explained

    Publicado: 10/8/2023
15. Will US CPI report accelerate bets on rate cuts?

    Publicado: 9/8/2023
16. Weak Chinese data jolt markets with fresh risk-off sentiment

    Publicado: 8/8/2023
17. Special Edition: Deep dive on trading the energy markets

    Publicado: 28/7/2023
18. Inscrutable Bank of Japan will have to surprise someone

    Publicado: 27/7/2023
19. Commodities breaking up. Fed policy as cycle end looms.

    Publicado: 26/7/2023
20. Disinflationary daydreaming

    Publicado: 25/7/2023