Saxo Market Call

1007 Epizód

1. Uncertainty is the name of the game

   Közzétéve: 2024. 01. 16.
2. Fixed-income: Fair value, inflation report and our outlook for bonds

   Közzétéve: 2024. 01. 10.
3. Macro and FX: Upcoming US CPI figures, USD momentum, and musings on China

   Közzétéve: 2024. 01. 08.
4. Commodities: Crude oil and gold in focus as a new year begins

   Közzétéve: 2024. 01. 04.
5. Equities: What to expect in 2024?

   Közzétéve: 2024. 01. 03.
6. Macro and FX: Watch USD sentiment and BoJ hints on rate policy

   Közzétéve: 2023. 12. 18.
7. Special Edition: The best outrageous prediction for 2024 by our clients

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

   Közzétéve: 2023. 12. 12.
9. Macro and FX: Will central banks, inflation, and PMIs deliver fireworks?

   Közzétéve: 2023. 12. 11.
10. Equities: YTD performance, rate cuts pricing, and Adobe earnings

    Közzétéve: 2023. 12. 06.
11. Special Edition: Saxo’s Outrageous Predictions 2024

    Közzétéve: 2023. 12. 05.
12. Macro and FX: Key macro data this week, the USD slide ended and gold is on the move

    Közzétéve: 2023. 12. 04.
13. Commodities: Mixed performance as peak rates gather momentum

    Közzétéve: 2023. 11. 30.
14. Equities: Dangerous index concentration, cyber security stocks, and the wisdom of Charlie Munger

    Közzétéve: 2023. 11. 29.
15. Fixed-income: Biggest rally in US 10-year Treasuries since August 2011

    Közzétéve: 2023. 11. 28.
16. Macro and FX: Inflation week, PMI test in China, and USDJPY

    Közzétéve: 2023. 11. 27.
17. Commodities: Will Santa deliver another golden gift?

    Közzétéve: 2023. 11. 23.
18. Equities: Nvidia growth bonanza, earnings estimates, and the surge in nuclear power theme

    Közzétéve: 2023. 11. 22.
19. Fixed-income: What is fiscal dominance and why is it important?

    Közzétéve: 2023. 11. 21.
20. Macro and FX: Fed pivot hopes as USD continues to slide

    Közzétéve: 2023. 11. 20.