Saxo Market Call

By saxostrats

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Category: Investing

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Subscribers: 110
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Episodes: 100


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
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
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 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