Saxo Market Call

1007 Odcinki

1. Equities: Mike Tyson moment, Birkenstock IPO, Q3 earnings in focus

   Opublikowany: 4.10.2023
2. Spiking US long yields a dangerous moment for markets

   Opublikowany: 4.10.2023
3. Fixed-income: Keep it short if you think about bonds

   Opublikowany: 3.10.2023
4. Fixed-income: How much higher can bond yields go?

   Opublikowany: 26.09.2023
5. Macro and FX: Can the higher for longer narrative continue?

   Opublikowany: 25.09.2023
6. Commodities: What does a Fed soft landing mean for commodities?

   Opublikowany: 21.09.2023
7. Equities: Red flags in IPOs, low volatility in US equities, and earnings to watch

   Opublikowany: 20.09.2023
8. Fixed-income: The US 10-year yield is on the loose

   Opublikowany: 19.09.2023
9. Macro and FX: Central banks bonanza this week

   Opublikowany: 18.09.2023
10. Commodities: Oil rally raises stagflation risks and yuan’s correlation to copper

    Opublikowany: 14.09.2023
11. Equities: Energy on the move, Europe’s ”EV war” with China, and FedEx earnings

    Opublikowany: 13.09.2023
12. Fixed-income: A hawkish pause from ECB and attractive risk-reward in bonds

    Opublikowany: 12.09.2023
13. Macro and FX: King Dollar, pressures on China, and will ECB hike?

    Opublikowany: 11.09.2023
14. Commodities: Crude’s artificial tightness, uranium and gold in focus

    Opublikowany: 7.09.2023
15. Equities: EV ecosystem, Adobe earnings, and AI washing

    Opublikowany: 6.09.2023
16. Fixed-income: Peak rates and the impacts

    Opublikowany: 5.09.2023
17. Macro and FX: Could soft landing hopes slow down USD rally?

    Opublikowany: 4.09.2023
18. Will US jobs report extend current momentum?

    Opublikowany: 1.09.2023
19. ’Peak rates’ narrative continues to underpin momentum

    Opublikowany: 31.08.2023
20. Bad news is good news, or so the market thinks

    Opublikowany: 30.08.2023