Saxo Market Call
A podcast by SaxoStrats
1007 Episodio
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Chinese equity narrative turns to hope of a turnaround
Pubblicato: 29/08/2023 -
Volatility collapse post Jackson Hole as Powell delivers nothing
Pubblicato: 28/08/2023 -
Market deflates with NVDA options premium. Beware new EU regulations!
Pubblicato: 25/08/2023 -
Nvidia smashes everything in sight.
Pubblicato: 24/08/2023 -
Who the heck is buying so many Nvidia GPU’s?
Pubblicato: 23/08/2023 -
Nvidia blasts higher ahead of earnings. What does Jackson Hole deliver?
Pubblicato: 22/08/2023 -
Long US treasury yields perched at cycle highs
Pubblicato: 21/08/2023 -
Darker clouds on the horizon
Pubblicato: 18/08/2023 -
FOMC Minutes and ugly JGB auction spook investors
Pubblicato: 17/08/2023 -
If you are not watching China, you are not paying attention
Pubblicato: 16/08/2023 -
Chinese weakness reverberates through markets
Pubblicato: 15/08/2023 -
New cracks in China’s real estate market continue to weigh on markets
Pubblicato: 14/08/2023 -
US inflation review, equities during stagflation, and gold weakness
Pubblicato: 11/08/2023 -
Our stagflation light call explained
Pubblicato: 10/08/2023 -
Will US CPI report accelerate bets on rate cuts?
Pubblicato: 09/08/2023 -
Weak Chinese data jolt markets with fresh risk-off sentiment
Pubblicato: 08/08/2023 -
Special Edition: Deep dive on trading the energy markets
Pubblicato: 28/07/2023 -
Inscrutable Bank of Japan will have to surprise someone
Pubblicato: 27/07/2023 -
Commodities breaking up. Fed policy as cycle end looms.
Pubblicato: 26/07/2023 -
Disinflationary daydreaming
Pubblicato: 25/07/2023
Saxo Bank's strategy team delivers market insights across all asset classes.
