Final thoughts: What if the Republicans hold the line?
A brief, last minute podcast in which we drastically lower our conviction level on the strong blue wave scenario for the US mid-term electio...
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Saxo Market Call
Saxo Group's strategy team delivers market insights across all asset classes.
Episodes
20 of 199 episodesIs the post mid-term period a good one for US stocks?
Today, a last minute look at the odds shift in the US mid-term elections and whether we are facing a blue wave or even a "blue tsunami" in f...
October was a great month for most stocks.
Today, a look at a wild and woolly trading session on Friday, as the market was reluctant to hold risk over the weekend, perhaps, and on the...
Market wrap and a big US mid-term preview.
Today - a market wrap after another big downdraft in AI names and even the broader market this time, as Amazon and Intel results sent chills...
FOMC semi dovish. Alphabet and ServiceNow crater on earnings.
Today, the market ended Wednesday on a positive move as the FOMC proved semi-dovish, at least according to market impressions, while the vib...
Entering a possibly pivotal key few days.
Today, covering the strong session yesterday and overnight in Asia for much of the AI hardware space, although Seagate Technology was a nota...
Anthropic IPO: A coming titanic test for the AI trade
Today, we look at the market's enthusiasm for the coming Anthropic IPO, which took an important step closer with the release of their S1 pro...
Market tries to steady, but big unknowns loom.
Today, a look at another US equity market session Friday marked by huge market divergences as we also look into what may be driving this phe...
A big day for equities, but a bigger one for bonds.
Today we break down the big sell-off in US equities, as ironically there were almost twice as many gainers as losers in the S&P 500 yesterda...
Another comeback day spoiled and then some. What gives?
Today, we look at the violent vibe shift in the US equity market, which crumbled overnight after a quite positive session, led by the very h...
SpaceX hopes burn bright as huge internal divergences within US market continue.
Today, a look at yet another day of US equity market divergences, as the major indices and semiconductors posted an indifferent to slightly...
Markets are on tilt. Why is SpaceX suddenly reporting today?
Today, we look at the markets trying to get back in a positive mood yesterday in the US, but with the broader market and the rest of the wor...
Comeback day and a giant sucking sound from Tesla
Today, a look at a massive comeback from further steep selling in US equities, establishing a critical line in the sand for the major indice...
That was ugly, but are we just getting started?
Today, a look at a wild day for US treasuries as a hot US CPI print first pumps US treasury yields, only to see longer-dated yields end the...
Credit conditions are ratcheting tighter.
Today a look at signs of extreme tightening in credit concerns for a few key names even as stock and bond markets saw a quiet day and the ge...
Are treasuries a safe haven again or is that too crazy a notion?
Today we look at yesterday's ugly session for tech and AI-related stocks, noting the follow on action once again in Asia overnight as well,...
A few drops of diesel from Russia and Palantir hits new all-time high.
Today we look at the Russia diesel deal that will, spoiler alert, fail to meaningfully impact the supply situation for any length of time, b...
Was that a market fragility fire drill we just saw there?
Today, a look at the sudden contagion across markets Thursday on the FT reporting that OpenAI's revenue run rate is supposedly lower than Op...
Markets on tilt: will we see a proper slide lower?
Today, we note the rather ugly risk off tone across markets, with strong Samsung and TSMC earnings reports received somewhat poorly by the m...
Europe wobbling again as US posts another all-time high.
Today, a look at Europe and the euro looking suddenly troubled again today as France continues to draw negative attention and Eurozone sover...