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SaxoStrats · Investment

Saxo Market Call

For the aspirational trader and financial markets professional. Coming at you most trading days, the Saxo Market Call is the high frequency podcast for real-time analysis of the financial markets across asset classes, from forex and rates to equities and commodities.

Episodes

Equities: Is the mojo back? Novo Nordisk keeps surprising and Tesla earnings showdown

Fixed-income: The uptrend in bond yields remains, watch our for the BTP-Bund spread

Macro and FX: Potentially a defining moment in the Middle East

Equities: Mike Tyson moment, Birkenstock IPO, Q3 earnings in focus

Spiking US long yields a dangerous moment for markets

Fixed-income: Keep it short if you think about bonds

Fixed-income: How much higher can bond yields go?

Macro and FX: Can the higher for longer narrative continue?

Commodities: What does a Fed soft landing mean for commodities?

Equities: Red flags in IPOs, low volatility in US equities, and earnings to watch

Fixed-income: The US 10-year yield is on the loose

Macro and FX: Central banks bonanza this week

Commodities: Oil rally raises stagflation risks and yuan’s correlation to copper

Equities: Energy on the move, Europe’s ”EV war” with China, and FedEx earnings

Fixed-income: A hawkish pause from ECB and attractive risk-reward in bonds

Macro and FX: King Dollar, pressures on China, and will ECB hike?

Commodities: Crude’s artificial tightness, uranium and gold in focus

Equities: EV ecosystem, Adobe earnings, and AI washing

Fixed-income: Peak rates and the impacts

Macro and FX: Could soft landing hopes slow down USD rally?

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