Saxo Market Call

1001 Episodes

1. Special Edition: The best outrageous prediction for 2024 by our clients

   Published: 12/14/2023
2. Fixed-income: Where are we now, surprises in 2023, and what to expect in 2024

   Published: 12/12/2023
3. Macro and FX: Will central banks, inflation, and PMIs deliver fireworks?

   Published: 12/11/2023
4. Equities: YTD performance, rate cuts pricing, and Adobe earnings

   Published: 12/6/2023
5. Special Edition: Saxo’s Outrageous Predictions 2024

   Published: 12/5/2023
6. Macro and FX: Key macro data this week, the USD slide ended and gold is on the move

   Published: 12/4/2023
7. Commodities: Mixed performance as peak rates gather momentum

   Published: 11/30/2023
8. Equities: Dangerous index concentration, cyber security stocks, and the wisdom of Charlie Munger

   Published: 11/29/2023
9. Fixed-income: Biggest rally in US 10-year Treasuries since August 2011

   Published: 11/28/2023
10. Macro and FX: Inflation week, PMI test in China, and USDJPY

    Published: 11/27/2023
11. Commodities: Will Santa deliver another golden gift?

    Published: 11/23/2023
12. Equities: Nvidia growth bonanza, earnings estimates, and the surge in nuclear power theme

    Published: 11/22/2023
13. Fixed-income: What is fiscal dominance and why is it important?

    Published: 11/21/2023
14. Macro and FX: Fed pivot hopes as USD continues to slide

    Published: 11/20/2023
15. Commodities: Silver comeback, watch OPEC as crude oil slides lower

    Published: 11/16/2023
16. Equities: Year-end rally, inflation, thematic winners, US consumer and Nvidia monster earnings

    Published: 11/15/2023
17. Options: How to take advantage of options

    Published: 11/15/2023
18. Fixed-income: Inflation expectations, views on yields, and Moody’s US rating outlook

    Published: 11/14/2023
19. Commodities: Crude oil capitulation, the floor in gold, and roaring softs

    Published: 11/9/2023
20. Equities: EVs and oil demand, Recession or not, Adyen Investor Day

    Published: 11/8/2023