1007 Episodes

  1. Was that the capitulation or more to come?

    Published: 9/21/2021
  2. We are in the event horizon of a market correction

    Published: 9/20/2021
  3. High stakes on FOMC week ahead as US yields, USD poke back higher.

    Published: 9/17/2021
  4. Contagion in Chinese property sector. US dip-buyers take a stand.

    Published: 9/16/2021
  5. Risk sentiment increasingly on tilt ahead of options witching this Friday

    Published: 9/15/2021
  6. Holding breath for US August CPI print today

    Published: 9/14/2021
  7. Market stumbles into a new week. Apple in trouble?

    Published: 9/13/2021
  8. Yields drop on ECB, US T-bond auction. Eyeing India

    Published: 9/10/2021
  9. Market rout deepens. ECB to underwhelm?

    Published: 9/9/2021
  10. Market looks increasingly unsettled. Are rising US yields a trigger?

    Published: 9/8/2021
  11. ECB to lead Fed? Possible mischief if US 10-year yields break higher.

    Published: 9/7/2021
  12. Japan flying high. Supply chain risks multiplying.

    Published: 9/6/2021
  13. Is this the final melt-up of the cycle?

    Published: 9/3/2021
  14. Equities dip, but FX points to fresh risk sentiment boost

    Published: 9/2/2021
  15. Chinese equity rebound boosts global sentiment, even as we remain in defensive stance

    Published: 9/1/2021
  16. Equities accelerate beyond trend, not always a good thing

    Published: 8/31/2021
  17. Powell waxes maximum dovish at Jackson Hole, but how long will it matter?

    Published: 8/30/2021
  18. Novel approach to hedging downside risk.

    Published: 8/27/2021
  19. Sector-picking the Chinese market. Yields on the move ahead of JH.

    Published: 8/26/2021
  20. Danger lurks beneath the too-tranquil surface

    Published: 8/25/2021

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