1007 Episodes

  1. Can yields also be the cart and not the horse?

    Published: 2/28/2023
  2. US PCE inflation data spikes yields, but US equities hold the line.

    Published: 2/27/2023
  3. The China recovery narrative struggling

    Published: 2/24/2023
  4. The next support levels are the bigger ones for a capitulation

    Published: 2/23/2023
  5. Helmets on as yields pressure, stocks plunge

    Published: 2/22/2023
  6. This limbo unlikely to last as geopolitics weigh.

    Published: 2/21/2023
  7. Geopolitical risks crowd out all other considerations for now

    Published: 2/20/2023
  8. Market nerves fraying on US yield pressure. Big OpEx today.

    Published: 2/17/2023
  9. Animal spirits or casino spirits?

    Published: 2/16/2023
  10. Fed terminal rate hits new high. China recovery story stumbling?

    Published: 2/15/2023
  11. Another US CPI circus today. Tightening financial conditions?

    Published: 2/14/2023
  12. What does a ”no landing” scenario look like?

    Published: 2/13/2023
  13. Risk off, BoJ Governor nominee, Adidas dump, SEK soars

    Published: 2/10/2023
  14. Market celebrates Disney cost-cutting axe

    Published: 2/9/2023
  15. Fear not the Fed for now, concludes market

    Published: 2/8/2023
  16. Saxo Q1 Outlook! USD has reversed, will equity market follow?

    Published: 2/7/2023
  17. Massive US jobs report strength confounds market

    Published: 2/6/2023
  18. Pump and dump on BoE, ECB dovishness, megacap earnings duds

    Published: 2/3/2023
  19. Market uncorks fresh rally on Powell’s weak push-back

    Published: 2/2/2023
  20. Powell may protest to market expectations, but data in driver’s seat.

    Published: 2/1/2023

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