The AI slowdown narrative weighing more than bond carnage...for now.
Today, a look at a remarkably resilient equity market even as the fresh spike in oil prices weigh and global bond yields have rushed to new...
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Saxo Market Call
Saxo Group's strategy team delivers market insights across all asset classes.
Episodes
20 of 166 episodesFresh oil supply woes and pondering the agenda behind an AI "slowdown"
Today, a heady cocktail of developments are coming at us across geopolitics, intermarket forces, but especially a new twist in the AI story...
Yields explode higher, pressurizing the situation across markets.
Today, a look at the rip higher in global yields as crude oil prices spiked and the ECB surprised on the hawkish side of expectations. The m...
Trump desperation grows ahead of midterms. US yields pop ahead of CPI.
Today, we note the fresh pop in US treasury yields to new cycle highs after the Treasury market buyback and Treasury Secretary Bessent's pos...
Is copper too cheap relative to gold?
Today, a thorough look across the commodity space with Saxo Head of Commodity Strategy Ole Hansen, discussing the latest developments in oil...
Energy prices and yen top market agenda. Copper hits record.
Today, noting the significant technical break lower for USDJPY and what may come next, with spiking energy prices somewhat of a headwind for...
USDJPY breakdown despite firm US jobs data
Today, most interesting to note that the positive US jobs report was unable to inspire sustained new highs in US treasury yields or spark a...
Big stakes for USDJPY over US jobs report.
Today, a look at the very confusing comments from the Fed's Waller, who waxed dovish so soon after Chair Warsh's recent hawkish musings that...
Markets pause for breath after yield run-up.
Today, a look at markets pausing to take a breath after the recent brutal rise in bond yields. The biggest mover Wednesday and Thursday was...
Have we entered the event horizon for a volatility spike?
Today, we look at the hefty risk-off tone across markets, if with a few notable exceptions, as risk assets are justifiably spooked by the fu...
Global yield breakout dominates market focus
Today a look at the implications across markets as global yields are breaking higher at the long end of the yield curve, from the US 10-year...
Warsh spoils the gold party. Busy week ahead.
Today, a look at Fed Chair Warsh's hawkish posturings at the Fed's Jackson Hole, Wyoming symposium on Friday and the reaction across markets...
Can Fed Chair Warsh give the market what it wants?
Today, a rundown of key commodity markets as oil markets remain tame and refined products are the bigger pinch point, gold and silver seem r...
Nvidia does what it can to bring cheer. Dark geopolitics still lurk in the background.
Today, with Saxo Equity Strategist Ruben Dalfovo we look through three of the key earnings report seeing very positive market responses, top...
Waiting for what may or may not surprise from Nvidia and the J-Hole.
Today, while crude oil prices were crushed by Strait of Hormuz headlines and bond yields responded to a degree, much of the market is in a h...
Geopolitics and US and European yields in the spotlight
Today, a look at the importance and geostrategic implications of the US-Canada trade stand-off, even if the current 50% tariff threat only i...
Bessent panics, gold and crypto rip, equity technicals pivotal
Today, we look at Treasury Secretary Bessent out trying to massage the market again after the Wednesday treasury buyback announcement failed...
US Treasury buyback announcement sets fire to the US dollar.
Today, looking of course at the impact of the US Treasury's increase of its treasury buyback program and the knock-on effects across asset m...
Beginning of a larger bearish correction here?
Today, a thorough look at the commodity space, especially crude oil as hopes for relief from geopolitical tensions fade and how it may be we...
Speedrunning dead internet theory - an SMC listener weighs in.
Today, a brief wrap of yesterday's equity market session in the US, which repeated some of the recent AI hardware vs. SaaS performance diver...