Saxo Market Call

1007 Episodo

1. US Treasury Yields turning the screws. Also: this is a Listeners’ Edition!

   Publicado: 26/5/2023
2. Nvidia and the AI bubble risk as its valuation nears $1 trillion

   Publicado: 25/5/2023
3. An ugly feeling about yesterday’s pivot

   Publicado: 24/5/2023
4. Are equity investors missing what treasury investors see?

   Publicado: 23/5/2023
5. Debt ceiling talks a headline risk nuisance this week.

   Publicado: 22/5/2023
6. Debt ceiling soon solved? Careful what you wish for...

   Publicado: 19/5/2023
7. What shocks this market out of the 0DTE volatility dampener?

   Publicado: 17/5/2023
8. Maximum confusion: market in a vice-grip of uncertainty

   Publicado: 16/5/2023
9. US UMich sentiment survey the worst of both worlds

   Publicado: 15/5/2023
10. Listeners’ podcast - First Edition!

    Publicado: 12/5/2023
11. Mean reversion continues: sterling next?

    Publicado: 11/5/2023
12. Druck calls imminent hard landing. US CPI matters less jobs.

    Publicado: 10/5/2023
13. What shoe is this market waiting for to drop?

    Publicado: 9/5/2023
14. Big sentiment shift Friday. US CPI next test on Wednesday.

    Publicado: 8/5/2023
15. US yield plunge, risk off had nothing to do with FOMC

    Publicado: 4/5/2023
16. What on earth is the FOMC reaction function?

    Publicado: 3/5/2023
17. FOMC tomorrow: worth hedging the ”sell-the-fact” risk

    Publicado: 2/5/2023
18. Market pre-celebrating the Fed pivot. Is it too complacent?

    Publicado: 1/5/2023
19. Stocks make fresh bullish bid on earnings. BoJ to take its sweet time.

    Publicado: 28/4/2023
20. Regional banks continue to suffer, but Meta!

    Publicado: 27/4/2023