Saxo Market Call

1007 Episodio

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

   Pubblicato: 26/05/2023
2. Nvidia and the AI bubble risk as its valuation nears $1 trillion

   Pubblicato: 25/05/2023
3. An ugly feeling about yesterday’s pivot

   Pubblicato: 24/05/2023
4. Are equity investors missing what treasury investors see?

   Pubblicato: 23/05/2023
5. Debt ceiling talks a headline risk nuisance this week.

   Pubblicato: 22/05/2023
6. Debt ceiling soon solved? Careful what you wish for...

   Pubblicato: 19/05/2023
7. What shocks this market out of the 0DTE volatility dampener?

   Pubblicato: 17/05/2023
8. Maximum confusion: market in a vice-grip of uncertainty

   Pubblicato: 16/05/2023
9. US UMich sentiment survey the worst of both worlds

   Pubblicato: 15/05/2023
10. Listeners’ podcast - First Edition!

    Pubblicato: 12/05/2023
11. Mean reversion continues: sterling next?

    Pubblicato: 11/05/2023
12. Druck calls imminent hard landing. US CPI matters less jobs.

    Pubblicato: 10/05/2023
13. What shoe is this market waiting for to drop?

    Pubblicato: 09/05/2023
14. Big sentiment shift Friday. US CPI next test on Wednesday.

    Pubblicato: 08/05/2023
15. US yield plunge, risk off had nothing to do with FOMC

    Pubblicato: 04/05/2023
16. What on earth is the FOMC reaction function?

    Pubblicato: 03/05/2023
17. FOMC tomorrow: worth hedging the ”sell-the-fact” risk

    Pubblicato: 02/05/2023
18. Market pre-celebrating the Fed pivot. Is it too complacent?

    Pubblicato: 01/05/2023
19. Stocks make fresh bullish bid on earnings. BoJ to take its sweet time.

    Pubblicato: 28/04/2023
20. Regional banks continue to suffer, but Meta!

    Pubblicato: 27/04/2023