Saxo Market Call

1007 Avsnitt

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

   Publicerades: 2023-10-04
2. Spiking US long yields a dangerous moment for markets

   Publicerades: 2023-10-04
3. Fixed-income: Keep it short if you think about bonds

   Publicerades: 2023-10-03
4. Fixed-income: How much higher can bond yields go?

   Publicerades: 2023-09-26
5. Macro and FX: Can the higher for longer narrative continue?

   Publicerades: 2023-09-25
6. Commodities: What does a Fed soft landing mean for commodities?

   Publicerades: 2023-09-21
7. Equities: Red flags in IPOs, low volatility in US equities, and earnings to watch

   Publicerades: 2023-09-20
8. Fixed-income: The US 10-year yield is on the loose

   Publicerades: 2023-09-19
9. Macro and FX: Central banks bonanza this week

   Publicerades: 2023-09-18
10. Commodities: Oil rally raises stagflation risks and yuan’s correlation to copper

    Publicerades: 2023-09-14
11. Equities: Energy on the move, Europe’s ”EV war” with China, and FedEx earnings

    Publicerades: 2023-09-13
12. Fixed-income: A hawkish pause from ECB and attractive risk-reward in bonds

    Publicerades: 2023-09-12
13. Macro and FX: King Dollar, pressures on China, and will ECB hike?

    Publicerades: 2023-09-11
14. Commodities: Crude’s artificial tightness, uranium and gold in focus

    Publicerades: 2023-09-07
15. Equities: EV ecosystem, Adobe earnings, and AI washing

    Publicerades: 2023-09-06
16. Fixed-income: Peak rates and the impacts

    Publicerades: 2023-09-05
17. Macro and FX: Could soft landing hopes slow down USD rally?

    Publicerades: 2023-09-04
18. Will US jobs report extend current momentum?

    Publicerades: 2023-09-01
19. ’Peak rates’ narrative continues to underpin momentum

    Publicerades: 2023-08-31
20. Bad news is good news, or so the market thinks

    Publicerades: 2023-08-30