Saxo Market Call

1007 Episodo

1. Equities: Mike Tyson moment, Birkenstock IPO, Q3 earnings in focus

   Publicado: 4/10/2023
2. Spiking US long yields a dangerous moment for markets

   Publicado: 4/10/2023
3. Fixed-income: Keep it short if you think about bonds

   Publicado: 3/10/2023
4. Fixed-income: How much higher can bond yields go?

   Publicado: 26/9/2023
5. Macro and FX: Can the higher for longer narrative continue?

   Publicado: 25/9/2023
6. Commodities: What does a Fed soft landing mean for commodities?

   Publicado: 21/9/2023
7. Equities: Red flags in IPOs, low volatility in US equities, and earnings to watch

   Publicado: 20/9/2023
8. Fixed-income: The US 10-year yield is on the loose

   Publicado: 19/9/2023
9. Macro and FX: Central banks bonanza this week

   Publicado: 18/9/2023
10. Commodities: Oil rally raises stagflation risks and yuan’s correlation to copper

    Publicado: 14/9/2023
11. Equities: Energy on the move, Europe’s ”EV war” with China, and FedEx earnings

    Publicado: 13/9/2023
12. Fixed-income: A hawkish pause from ECB and attractive risk-reward in bonds

    Publicado: 12/9/2023
13. Macro and FX: King Dollar, pressures on China, and will ECB hike?

    Publicado: 11/9/2023
14. Commodities: Crude’s artificial tightness, uranium and gold in focus

    Publicado: 7/9/2023
15. Equities: EV ecosystem, Adobe earnings, and AI washing

    Publicado: 6/9/2023
16. Fixed-income: Peak rates and the impacts

    Publicado: 5/9/2023
17. Macro and FX: Could soft landing hopes slow down USD rally?

    Publicado: 4/9/2023
18. Will US jobs report extend current momentum?

    Publicado: 1/9/2023
19. ’Peak rates’ narrative continues to underpin momentum

    Publicado: 31/8/2023
20. Bad news is good news, or so the market thinks

    Publicado: 30/8/2023