Saxo Market Call

By saxostrats

Saxo Group's strategy team delivers market insights across all asset classes.

  1. 1.
    Time to smell the coffee: the Fed tightening cycle has begun
    23:55
  2. 2.
    It's FOMC day - last chance to avoid the summer doldrums?
    17:35
  3. 3.
    Stocks and treasuries diverge ahead of FOMC
    18:54
  4. 4.
    It's FOMC week, as market ponders taper talk and forecast shifts.
    19:11
  5. 5.
    Market celebrates as treasuries supposedly buy the "transitory" narrative
    23:33
  6. 6.
    Saxo Market Call Special Edition - Monthly FX Update
    57:59
  7. 7.
    US treasury yields dip further ahead of hottest expected CPI in decades.
    23:47
  8. 8.
    Rate expectations near cycle low ahead of US CPI
    14:38
  1. 9.
    Biogen, Bitcoin levels, signals unreliable from US treasuries
    18:14
  2. 10.
    We're not buying the narrative driving the "Goldilocks data" pump
    15:50
  3. 11.
    Strong US jobs data spooks US bubble stocks, boosts the buck.
    16:55
  4. 12.
    The green transformation to drive inflation. Fresh Reddit army rampage.
    22:58
  5. 13.
    Someone is buying a lot of disaster insurance
    19:31
  6. 14.
    Where is this market going to find more juice?
    18:51
  7. 15.
    Very low volatility can also mean longer term opportunities
    18:52
  8. 16.
    The 'Reddit army' is back and wild comeback in commodities
    16:10
  9. 17.
    German bond indigestion and big oil activist coup
    20:06
  10. 18.
    Distortions from Fed's massive liquidity provision creating unreliable signals
    16:19
  11. 19.
    Market celebrates fresh dovish Fed signals
    18:34
  12. 20.
    Special Edition: Interview with Wolf Richter of Wolfstreet.com
    33:04
  13. 21.
    The narrative is a lot shakier than the positive market action
    18:52
  14. 22.
    Picking up the pieces after the crypto-trauma
    22:33
  15. 23.
    New crypto calamity. US equity momentum pivotal.
    19:09
  16. 24.
    USD biting the dust
    23:28
  17. 25.
    Uncomfortable correlations
    20:04
  18. 26.
    Special Edition: Inflation is here - what next?
    31:31
  19. 27.
    Special edition: What is going on with Green Transformation stocks?
    24:31
  20. 28.
    Market tries to bounce before and after further trauma in Asian session
    21:51
  21. 29.
    Cross-market correlations a strong concern
    20:52
  22. 30.
    Slicing and dicing the NFP knee-jerk. Steelmakers for the win?
    19:49
  23. 31.
    What are real yields and bubble stocks telling us? Gold finally breaks higher.
    19:12
  24. 32.
    Market rushes to price inflation as real yields plunge
    21:10
  25. 33.
    Yellen opens mouth, inserts foot.
    19:45
  26. 34.
    A novel volatility hedge for equities. CB's are turning tighter.
    27:07
  27. 35.
    Friday an end-of-month blip or "sell in May and go away"?
    12:29
  28. 36.
    A cryptocurrency conversation
    23:05
  29. 37.
    USD knee-jerks lower on dovish (as expected) FOMC
    18:13
  30. 38.
    US yield spike makes waves ahead of FOMC meeting
    22:44
  31. 39.
    The six stages of crypto acceptance, Tesla reports, grains going gonzo
    20:35
  32. 40.
    A mother lode of earnings reports this week, with Tesla tonight
    24:31
  33. 41.
    Biggest policy move in 40 years?
    19:19
  34. 42.
    Caution on seasonality, sentiment. ECB on tap.
    25:15
  35. 43.
    Old fashioned risk-off a real change of pace
    22:41
  36. 44.
    EU yields tease higher ahead of ECB. Netflix focus on earnings.
    25:04
  37. 45.
    Crypto calamity over the weekend. Q1 earnings in focus this week.
    15:35
  38. 46.
    Cognitive dissonance as super-strength US data sees treasuries rally
    18:22
  39. 47.
    Coinbase fizzles from strong starting point.
    23:48
  40. 48.
    Buy-the-fact on hot US CPI boosts bubble stocks. Coinbase IPO incoming.
    22:25
  41. 49.
    Are global stocks set for negative real returns for the next decade?
    23:41
  42. 50.
    Big week ahead for earnings, politics, treasuries and macro data
    19:14

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