Saxo Market Call

1006 Episodes

1. Nvidia and the AI bubble risk as its valuation nears $1 trillion

   Published: 5/25/2023
2. An ugly feeling about yesterday’s pivot

   Published: 5/24/2023
3. Are equity investors missing what treasury investors see?

   Published: 5/23/2023
4. Debt ceiling talks a headline risk nuisance this week.

   Published: 5/22/2023
5. Debt ceiling soon solved? Careful what you wish for...

   Published: 5/19/2023
6. What shocks this market out of the 0DTE volatility dampener?

   Published: 5/17/2023
7. Maximum confusion: market in a vice-grip of uncertainty

   Published: 5/16/2023
8. US UMich sentiment survey the worst of both worlds

   Published: 5/15/2023
9. Listeners’ podcast - First Edition!

   Published: 5/12/2023
10. Mean reversion continues: sterling next?

    Published: 5/11/2023
11. Druck calls imminent hard landing. US CPI matters less jobs.

    Published: 5/10/2023
12. What shoe is this market waiting for to drop?

    Published: 5/9/2023
13. Big sentiment shift Friday. US CPI next test on Wednesday.

    Published: 5/8/2023
14. US yield plunge, risk off had nothing to do with FOMC

    Published: 5/4/2023
15. What on earth is the FOMC reaction function?

    Published: 5/3/2023
16. FOMC tomorrow: worth hedging the ”sell-the-fact” risk

    Published: 5/2/2023
17. Market pre-celebrating the Fed pivot. Is it too complacent?

    Published: 5/1/2023
18. Stocks make fresh bullish bid on earnings. BoJ to take its sweet time.

    Published: 4/28/2023
19. Regional banks continue to suffer, but Meta!

    Published: 4/27/2023
20. Choppy sentiment shifts as first megacaps report earnings.

    Published: 4/26/2023