Saxo Market Call
By saxostrats
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Category: Investing
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Subscribers: 110
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Episodes: 100
Description
The Saxo strategy team delivers insights and opinions about financial markets in a series of weekly podcasts covering all asset classes.
Monday is our conversation about macroeconomy, currencies, and central banks.
Tuesday is all about fixed-income ranging from governments bonds to credit.
Wednesday is a jump into global equities covering earnings, themes, and single stocks.
Thursday is our journey into commodities covering everything from natural gas to soybeans.
| Episode | Date |
|---|---|
|
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 |
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Macro and FX: Central banks bonanza this week
|
Sep 18, 2023 |
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Commodities: Oil rally raises stagflation risks and yuan’s correlation to copper
|
Sep 14, 2023 |
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Equities: Energy on the move, Europe’s ”EV war” with China, and FedEx earnings
|
Sep 13, 2023 |
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Fixed-income: A hawkish pause from ECB and attractive risk-reward in bonds
|
Sep 12, 2023 |
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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 |
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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 |
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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 |
|
Nvidia smashes everything in sight.
|
Aug 24, 2023 |
|
Who the heck is buying so many Nvidia GPU’s?
|
Aug 23, 2023 |
|
Nvidia blasts higher ahead of earnings. What does Jackson Hole deliver?
|
Aug 22, 2023 |
|
Long US treasury yields perched at cycle highs
|
Aug 21, 2023 |
|
Darker clouds on the horizon
|
Aug 18, 2023 |
|
FOMC Minutes and ugly JGB auction spook investors
|
Aug 17, 2023 |
|
If you are not watching China, you are not paying attention
|
Aug 16, 2023 |
|
Chinese weakness reverberates through markets
|
Aug 15, 2023 |
|
New cracks in China’s real estate market continue to weigh on markets
|
Aug 14, 2023 |
|
US inflation review, equities during stagflation, and gold weakness
|
Aug 11, 2023 |
|
Our stagflation light call explained
|
Aug 10, 2023 |
|
Will US CPI report accelerate bets on rate cuts?
|
Aug 09, 2023 |
|
Weak Chinese data jolt markets with fresh risk-off sentiment
|
Aug 08, 2023 |
|
Special Edition: Deep dive on trading the energy markets
|
Jul 28, 2023 |
|
Inscrutable Bank of Japan will have to surprise someone
|
Jul 27, 2023 |
|
Commodities breaking up. Fed policy as cycle end looms.
|
Jul 26, 2023 |
|
Disinflationary daydreaming
|
Jul 25, 2023 |
|
Germany July Manufacturing PMI sets up dovish ECB
|
Jul 24, 2023 |
|
Big market break with big week ahead
|
Jul 21, 2023 |
|
Tesla and Netflix chill market sentiment
|
Jul 20, 2023 |
|
Earnings season accelerates today with Tesla. GBP outperformance is history.
|
Jul 19, 2023 |
|
Will Tesla earnings support or shatter the complacent backdrop?
|
Jul 18, 2023 |
|
Earnings season hits full stride after financials stumble
|
Jul 17, 2023 |
|
Big moves all around, if not in implied volatility.
|
Jul 14, 2023 |
|
The disinflationary no landing nirvana?
|
Jul 13, 2023 |
|
A big test for US dollar and market narrative on today’s US CPI
|
Jul 12, 2023 |
|
Nasdaq 100 rebalancing and big JPY short squeeze
|
Jul 11, 2023 |
|
Heavy stocks and bonds, heavy JPY crosses, heavy metals
|
Jul 10, 2023 |
|
Strong US data resets the narrative across markets
|
Jul 07, 2023 |
|
US 10-year yield on the move before the key US data releases
|
Jul 06, 2023 |
|
Do any of the scenarios lead to tighter financial conditions?
|
Jul 05, 2023 |
|
How quickly will EVs destroy crude oil demand?
|
Jul 04, 2023 |
|
Quarter end sprint for stocks. Historic moves in grains.
|
Jul 03, 2023 |
|
Is the narrative on the economy and interest rates about to change?
|
Jun 30, 2023 |
|
What can blast us out of this low vol rut?
|
Jun 29, 2023 |
|
Is Nvidia set to hit an air pocket on new US export restrictions?
|
Jun 28, 2023 |
|
High flyers get big haircut, but fear levels very low.
|
Jun 27, 2023 |
|
Bull market status teetering in places
|
Jun 26, 2023 |
|
Perilous narrowness in US equity market. Bonds to crowd out stocks?
|
Jun 23, 2023 |
|
A weak market, but a VIX shrug. Norges Bank goes 50.
|
Jun 22, 2023 |
|
Speculative pockets shine even on a down day
|
Jun 21, 2023 |
|
PBoC disappoints the market questioning stimulus pace
|
Jun 20, 2023 |
|
Liquidity fears have been the boy who cried wolf...so far
|
Jun 19, 2023 |
|
Hawkish ECB gets traction, especially as BoJ remains unmoved.
|
Jun 16, 2023 |
|
FOMC’s hawkish hold pressurizes BoJ. Adobe faces big test.
|
Jun 15, 2023 |
|
Market extends melt-up into today’s FOMC
|
Jun 14, 2023 |
|
Will the Fed’s third mandate be in play tomorrow?
|
Jun 13, 2023 |
|
Can FOMC and BoJ pop the rapidly inflating bubble?
|
Jun 12, 2023 |
|
A Tesla 0DTE circus today. Huge week ahead for global markets.
|
Jun 09, 2023 |
|
Strange brew: big megacap sell-off, stark divergences and lower VIX.
|
Jun 08, 2023 |
|
A very calm surface hiding important developments?
|
Jun 07, 2023 |
|
Market gives Apple’s Vision Pro a thumbs down
|
Jun 06, 2023 |
|
Oops - that wasn’t supposed to happen post-debt ceiling.
|
Jun 02, 2023 |
|
AI names stumble. Concerns on liquidity after lifting of debt ceiling impasse.
|
Jun 01, 2023 |
|
AI hype is faded and China slump adds to growth worries
|
May 31, 2023 |
|
Extreme divergence in equity market internals over last week
|
May 30, 2023 |
|
Deep dive: Investing in commodities through futures and stocks.
|
May 29, 2023 |
|
US Treasury Yields turning the screws. Also: this is a Listeners’ Edition!
|
May 26, 2023 |
|
Nvidia and the AI bubble risk as its valuation nears $1 trillion
|
May 25, 2023 |
|
An ugly feeling about yesterday’s pivot
|
May 24, 2023 |
|
Are equity investors missing what treasury investors see?
|
May 23, 2023 |
|
Debt ceiling talks a headline risk nuisance this week.
|
May 22, 2023 |
|
Debt ceiling soon solved? Careful what you wish for...
|
May 19, 2023 |
|
What shocks this market out of the 0DTE volatility dampener?
|
May 17, 2023 |
|
Maximum confusion: market in a vice-grip of uncertainty
|
May 16, 2023 |
|
US UMich sentiment survey the worst of both worlds
|
May 15, 2023 |
|
Listeners’ podcast - First Edition!
|
May 12, 2023 |
|
Mean reversion continues: sterling next?
|
May 11, 2023 |
|
Druck calls imminent hard landing. US CPI matters less jobs.
|
May 10, 2023 |
|
What shoe is this market waiting for to drop?
|
May 09, 2023 |
|
Big sentiment shift Friday. US CPI next test on Wednesday.
|
May 08, 2023 |
|
US yield plunge, risk off had nothing to do with FOMC
|
May 04, 2023 |
|
What on earth is the FOMC reaction function?
|
May 03, 2023 |
|
FOMC tomorrow: worth hedging the ”sell-the-fact” risk
|
May 02, 2023 |
|
Market pre-celebrating the Fed pivot. Is it too complacent?
|
May 01, 2023 |
|
Stocks make fresh bullish bid on earnings. BoJ to take its sweet time.
|
Apr 28, 2023 |
|
Regional banks continue to suffer, but Meta!
|
Apr 27, 2023 |
|
Choppy sentiment shifts as first megacaps report earnings.
|
Apr 26, 2023 |
|
If you’re not confused, you’re not paying attention
|
Apr 25, 2023 |
|
Heart of earnings season this week. Debt ceiling next steps.
|
Apr 24, 2023 |
|
Debt ceiling crunch time. Geopolitical tectonics rumbling in the background.
|
Apr 21, 2023 |
|
Time to buy some downside insurance? Big weather shift coming...
|
Apr 20, 2023 |