Saxo Market Call

1007 Odcinki

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

   Opublikowany: 26.05.2023
2. Nvidia and the AI bubble risk as its valuation nears $1 trillion

   Opublikowany: 25.05.2023
3. An ugly feeling about yesterday’s pivot

   Opublikowany: 24.05.2023
4. Are equity investors missing what treasury investors see?

   Opublikowany: 23.05.2023
5. Debt ceiling talks a headline risk nuisance this week.

   Opublikowany: 22.05.2023
6. Debt ceiling soon solved? Careful what you wish for...

   Opublikowany: 19.05.2023
7. What shocks this market out of the 0DTE volatility dampener?

   Opublikowany: 17.05.2023
8. Maximum confusion: market in a vice-grip of uncertainty

   Opublikowany: 16.05.2023
9. US UMich sentiment survey the worst of both worlds

   Opublikowany: 15.05.2023
10. Listeners’ podcast - First Edition!

    Opublikowany: 12.05.2023
11. Mean reversion continues: sterling next?

    Opublikowany: 11.05.2023
12. Druck calls imminent hard landing. US CPI matters less jobs.

    Opublikowany: 10.05.2023
13. What shoe is this market waiting for to drop?

    Opublikowany: 9.05.2023
14. Big sentiment shift Friday. US CPI next test on Wednesday.

    Opublikowany: 8.05.2023
15. US yield plunge, risk off had nothing to do with FOMC

    Opublikowany: 4.05.2023
16. What on earth is the FOMC reaction function?

    Opublikowany: 3.05.2023
17. FOMC tomorrow: worth hedging the ”sell-the-fact” risk

    Opublikowany: 2.05.2023
18. Market pre-celebrating the Fed pivot. Is it too complacent?

    Opublikowany: 1.05.2023
19. Stocks make fresh bullish bid on earnings. BoJ to take its sweet time.

    Opublikowany: 28.04.2023
20. Regional banks continue to suffer, but Meta!

    Opublikowany: 27.04.2023