Saxo Market Call

1007 Folgen

1. Chinese equity narrative turns to hope of a turnaround

   Vom: 29.8.2023
2. Volatility collapse post Jackson Hole as Powell delivers nothing

   Vom: 28.8.2023
3. Market deflates with NVDA options premium. Beware new EU regulations!

   Vom: 25.8.2023
4. Nvidia smashes everything in sight.

   Vom: 24.8.2023
5. Who the heck is buying so many Nvidia GPU’s?

   Vom: 23.8.2023
6. Nvidia blasts higher ahead of earnings. What does Jackson Hole deliver?

   Vom: 22.8.2023
7. Long US treasury yields perched at cycle highs

   Vom: 21.8.2023
8. Darker clouds on the horizon

   Vom: 18.8.2023
9. FOMC Minutes and ugly JGB auction spook investors

   Vom: 17.8.2023
10. If you are not watching China, you are not paying attention

    Vom: 16.8.2023
11. Chinese weakness reverberates through markets

    Vom: 15.8.2023
12. New cracks in China’s real estate market continue to weigh on markets

    Vom: 14.8.2023
13. US inflation review, equities during stagflation, and gold weakness

    Vom: 11.8.2023
14. Our stagflation light call explained

    Vom: 10.8.2023
15. Will US CPI report accelerate bets on rate cuts?

    Vom: 9.8.2023
16. Weak Chinese data jolt markets with fresh risk-off sentiment

    Vom: 8.8.2023
17. Special Edition: Deep dive on trading the energy markets

    Vom: 28.7.2023
18. Inscrutable Bank of Japan will have to surprise someone

    Vom: 27.7.2023
19. Commodities breaking up. Fed policy as cycle end looms.

    Vom: 26.7.2023
20. Disinflationary daydreaming

    Vom: 25.7.2023