Saxo Market Call
By saxostrats
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Category: Investing
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Subscribers: 113
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Episodes: 100
Description
The Saxo strategy team delivers insights and opinions about financial markets three times a week.
Monday’s episode will focus on the events that have unfolded in the past week and what you should pay attention to in the coming week.
Tuesday’s episode will focus on equities both in terms of performance and other relevant developments.
Thursday’s episode will focus more narrowly on a specific topic, which can be everything from earning seasons, to yield curves and oil prices.
The podcast will feature a wide array of Saxo’s financial experts.
| Episode | Date |
|---|---|
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Theme: Deciphering Asian forex interventions
|
Apr 25, 2024 |
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Equities: Will this be the end of the magnificent seven?
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Apr 23, 2024 |
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Macro: earnings battle geopolitics and macro figures for centre-stage
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Apr 22, 2024 |
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Theme: How geopolitical uncertainty affects bond and commodities
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Apr 18, 2024 |
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Equities: Are earnings overshadowed by geopolitics?
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Apr 16, 2024 |
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Special episode: Market reactions to Iran-Israel escalation
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Apr 15, 2024 |
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Macro: Something's brewing in China
|
Apr 15, 2024 |
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Theme: Quarterly Outlook special
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Apr 11, 2024 |
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Equities: What you need to know as the earnings season kicks off
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Apr 09, 2024 |
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Macro and FX: NFP, CPI, ECB and Japan
|
Apr 08, 2024 |
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Equities and macro: Tesla, Quarterly Outlook and inflation
|
Apr 03, 2024 |
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Theme: Central bank meeting impact on fixed income
|
Mar 26, 2024 |
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Macro & FX: Swiss central bank surprises; PCE and China
|
Mar 25, 2024 |
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Theme: Japan's route to abolish negative interest rates
|
Mar 20, 2024 |
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Equities: Nikkei, Nvidia and PDD
|
Mar 19, 2024 |
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Macro & FX: Central bank meetings all over
|
Mar 18, 2024 |
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Commodities: Action everywhere
|
Mar 14, 2024 |
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Equities: Nvidia, Oracle and CPI
|
Mar 13, 2024 |
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Macro & FX: Have soft landing hopes turned into expectations?
|
Mar 11, 2024 |
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Fixed income: Gilts, Treasuries and Century bond
|
Mar 08, 2024 |
|
Equities: ESG criteria for the long term
|
Mar 06, 2024 |
|
Macro & FX: US jobs data, China's "Two Sessions" & Super Tuesday
|
Mar 05, 2024 |
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Commodities: Why speculative interest is important for everyone
|
Feb 29, 2024 |
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Equities: Evaluating geographical valuations
|
Feb 27, 2024 |
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Macro & FX: Will markets turn their attention to macro?
|
Feb 26, 2024 |
|
Special edition: Why traders and investors should care about the US election
|
Feb 22, 2024 |
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Equities: Will Nvidia shake the AI boom?
|
Feb 20, 2024 |
|
Macro & FX: How the debate about the US economy has shifted
|
Feb 19, 2024 |
|
What rate cuts mean for bond markets
|
Feb 15, 2024 |
|
Is confidence in a soft landing restored?
|
Feb 12, 2024 |
|
Year of the metals
|
Feb 09, 2024 |
|
Has the March rate cut been cancelled?
|
Feb 06, 2024 |
|
Tis the (earnings) season
|
Feb 02, 2024 |
|
The biggest earnings week is here
|
Jan 30, 2024 |
|
Earnings are heating up
|
Jan 26, 2024 |
|
Central banks and key figures run the show
|
Jan 23, 2024 |
|
Sticking the landing: what a normalising yield curve means for bond investors
|
Jan 19, 2024 |
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Uncertainty is the name of the game
|
Jan 16, 2024 |
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Fixed-income: Fair value, inflation report and our outlook for bonds
|
Jan 10, 2024 |
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Macro and FX: Upcoming US CPI figures, USD momentum, and musings on China
|
Jan 08, 2024 |
|
Commodities: Crude oil and gold in focus as a new year begins
|
Jan 04, 2024 |
|
Equities: What to expect in 2024?
|
Jan 03, 2024 |
|
Macro and FX: Watch USD sentiment and BoJ hints on rate policy
|
Dec 18, 2023 |
|
Special Edition: The best outrageous prediction for 2024 by our clients
|
Dec 14, 2023 |
|
Fixed-income: Where are we now, surprises in 2023, and what to expect in 2024
|
Dec 12, 2023 |
|
Macro and FX: Will central banks, inflation, and PMIs deliver fireworks?
|
Dec 11, 2023 |
|
Equities: YTD performance, rate cuts pricing, and Adobe earnings
|
Dec 06, 2023 |
|
Special Edition: Saxo’s Outrageous Predictions 2024
|
Dec 05, 2023 |
|
Macro and FX: Key macro data this week, the USD slide ended and gold is on the move
|
Dec 04, 2023 |
|
Commodities: Mixed performance as peak rates gather momentum
|
Nov 30, 2023 |
|
Equities: Dangerous index concentration, cyber security stocks, and the wisdom of Charlie Munger
|
Nov 29, 2023 |
|
Fixed-income: Biggest rally in US 10-year Treasuries since August 2011
|
Nov 28, 2023 |
|
Macro and FX: Inflation week, PMI test in China, and USDJPY
|
Nov 27, 2023 |
|
Commodities: Will Santa deliver another golden gift?
|
Nov 23, 2023 |
|
Equities: Nvidia growth bonanza, earnings estimates, and the surge in nuclear power theme
|
Nov 22, 2023 |
|
Fixed-income: What is fiscal dominance and why is it important?
|
Nov 21, 2023 |
|
Macro and FX: Fed pivot hopes as USD continues to slide
|
Nov 20, 2023 |
|
Commodities: Silver comeback, watch OPEC as crude oil slides lower
|
Nov 16, 2023 |
|
Equities: Year-end rally, inflation, thematic winners, US consumer and Nvidia monster earnings
|
Nov 15, 2023 |
|
Options: How to take advantage of options
|
Nov 15, 2023 |
|
Fixed-income: Inflation expectations, views on yields, and Moody’s US rating outlook
|
Nov 14, 2023 |
|
Commodities: Crude oil capitulation, the floor in gold, and roaring softs
|
Nov 09, 2023 |
|
Equities: EVs and oil demand, Recession or not, Adyen Investor Day
|
Nov 08, 2023 |
|
Fixed-income: The present opportunities in corporate bonds
|
Nov 07, 2023 |
|
Macro and FX: Weaker USD, China data, and RBA rate decision
|
Nov 06, 2023 |
|
Commodities: Special edition with WisdomTree
|
Nov 03, 2023 |
|
Equities: Key earnings, green transformation meltdown, and Q3 earnings status
|
Nov 01, 2023 |
|
Fixed-income: A barbell strategy and three central banks
|
Oct 31, 2023 |
|
Macro and FX: Will BoJ allow government bond yields to rise further?
|
Oct 30, 2023 |
|
Commodities: Gold defies rising bond yields, but why?
|
Oct 26, 2023 |
|
Equities: Q3 earnings, China restart, and the robust economy
|
Oct 25, 2023 |
|
Fixed-income: ECB pause, Treasury auctions, and yield curve positioning
|
Oct 24, 2023 |
|
Macro and FX: USD strength to get tested
|
Oct 23, 2023 |
|
Commodities: Gold likes peak rates and is the oil market running out of steam?
|
Oct 12, 2023 |
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Equities: Is the mojo back? Novo Nordisk keeps surprising and Tesla earnings showdown
|
Oct 11, 2023 |
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Fixed-income: The uptrend in bond yields remains, watch our for the BTP-Bund spread
|
Oct 10, 2023 |
|
Macro and FX: Potentially a defining moment in the Middle East
|
Oct 09, 2023 |
|
Equities: Mike Tyson moment, Birkenstock IPO, Q3 earnings in focus
|
Oct 04, 2023 |
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Spiking US long yields a dangerous moment for markets
|
Oct 04, 2023 |
|
Fixed-income: Keep it short if you think about bonds
|
Oct 03, 2023 |
|
Fixed-income: How much higher can bond yields go?
|
Sep 26, 2023 |
|
Macro and FX: Can the higher for longer narrative continue?
|
Sep 25, 2023 |
|
Commodities: What does a Fed soft landing mean for commodities?
|
Sep 21, 2023 |
|
Equities: Red flags in IPOs, low volatility in US equities, and earnings to watch
|
Sep 20, 2023 |
|
Fixed-income: The US 10-year yield is on the loose
|
Sep 19, 2023 |
|
Macro and FX: Central banks bonanza this week
|
Sep 18, 2023 |
|
Commodities: Oil rally raises stagflation risks and yuan’s correlation to copper
|
Sep 14, 2023 |
|
Equities: Energy on the move, Europe’s ”EV war” with China, and FedEx earnings
|
Sep 13, 2023 |
|
Fixed-income: A hawkish pause from ECB and attractive risk-reward in bonds
|
Sep 12, 2023 |
|
Macro and FX: King Dollar, pressures on China, and will ECB hike?
|
Sep 11, 2023 |
|
Commodities: Crude’s artificial tightness, uranium and gold in focus
|
Sep 07, 2023 |
|
Equities: EV ecosystem, Adobe earnings, and AI washing
|
Sep 06, 2023 |
|
Fixed-income: Peak rates and the impacts
|
Sep 05, 2023 |
|
Macro and FX: Could soft landing hopes slow down USD rally?
|
Sep 04, 2023 |
|
Will US jobs report extend current momentum?
|
Sep 01, 2023 |
|
’Peak rates’ narrative continues to underpin momentum
|
Aug 31, 2023 |
|
Bad news is good news, or so the market thinks
|
Aug 30, 2023 |
|
Chinese equity narrative turns to hope of a turnaround
|
Aug 29, 2023 |
|
Volatility collapse post Jackson Hole as Powell delivers nothing
|
Aug 28, 2023 |
|
Market deflates with NVDA options premium. Beware new EU regulations!
|
Aug 25, 2023 |