Saxo Market Call

1006 Folgen

1. Perilous narrowness in US equity market. Bonds to crowd out stocks?

   Vom: 23.6.2023
2. A weak market, but a VIX shrug. Norges Bank goes 50.

   Vom: 22.6.2023
3. Speculative pockets shine even on a down day

   Vom: 21.6.2023
4. PBoC disappoints the market questioning stimulus pace

   Vom: 20.6.2023
5. Liquidity fears have been the boy who cried wolf...so far

   Vom: 19.6.2023
6. Hawkish ECB gets traction, especially as BoJ remains unmoved.

   Vom: 16.6.2023
7. FOMC’s hawkish hold pressurizes BoJ. Adobe faces big test.

   Vom: 15.6.2023
8. Market extends melt-up into today’s FOMC

   Vom: 14.6.2023
9. Will the Fed’s third mandate be in play tomorrow?

   Vom: 13.6.2023
10. Can FOMC and BoJ pop the rapidly inflating bubble?

    Vom: 12.6.2023
11. A Tesla 0DTE circus today. Huge week ahead for global markets.

    Vom: 9.6.2023
12. Strange brew: big megacap sell-off, stark divergences and lower VIX.

    Vom: 8.6.2023
13. A very calm surface hiding important developments?

    Vom: 7.6.2023
14. Market gives Apple’s Vision Pro a thumbs down

    Vom: 6.6.2023
15. Oops - that wasn’t supposed to happen post-debt ceiling.

    Vom: 2.6.2023
16. AI names stumble. Concerns on liquidity after lifting of debt ceiling impasse.

    Vom: 1.6.2023
17. AI hype is faded and China slump adds to growth worries

    Vom: 31.5.2023
18. Extreme divergence in equity market internals over last week

    Vom: 30.5.2023
19. Deep dive: Investing in commodities through futures and stocks.

    Vom: 29.5.2023
20. US Treasury Yields turning the screws. Also: this is a Listeners’ Edition!

    Vom: 26.5.2023