1007 Episodes

  1. Bubble stocks, OPEC+, quarter-end and US jobs data on the radar this week

    Published: 6/28/2021
  2. Aggressive risk on ahead of US inflation data

    Published: 6/25/2021
  3. The central bank policy normalization train rolls on

    Published: 6/24/2021
  4. Market continues to shake off FOMC aftershocks. Grantham sounds alarm.

    Published: 6/23/2021
  5. Has the market already full priced a Fed tightening cycle?

    Published: 6/22/2021
  6. A week for taking stock after post-FOMC trauma

    Published: 6/21/2021
  7. Consensus macro positions getting poked with a very sharp stick?

    Published: 6/18/2021
  8. Time to smell the coffee: the Fed tightening cycle has begun

    Published: 6/17/2021
  9. It's FOMC day - last chance to avoid the summer doldrums?

    Published: 6/16/2021
  10. Stocks and treasuries diverge ahead of FOMC

    Published: 6/15/2021
  11. It's FOMC week, as market ponders taper talk and forecast shifts.

    Published: 6/14/2021
  12. Market celebrates as treasuries supposedly buy the "transitory" narrative

    Published: 6/11/2021
  13. Saxo Market Call Special Edition - Monthly FX Update

    Published: 6/10/2021
  14. US treasury yields dip further ahead of hottest expected CPI in decades.

    Published: 6/10/2021
  15. Rate expectations near cycle low ahead of US CPI

    Published: 6/9/2021
  16. Biogen, Bitcoin levels, signals unreliable from US treasuries

    Published: 6/8/2021
  17. We're not buying the narrative driving the "Goldilocks data" pump

    Published: 6/7/2021
  18. Strong US jobs data spooks US bubble stocks, boosts the buck.

    Published: 6/4/2021
  19. The green transformation to drive inflation. Fresh Reddit army rampage.

    Published: 6/3/2021
  20. Someone is buying a lot of disaster insurance

    Published: 6/2/2021

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