Yields explode higher, pressurizing the situation across markets.

Saxo Market Call by SaxoStrats

Sep 11, 202628:23Business

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 market is trying to recover its equilibrium on hopes that a Monday meeting betwee...

Related Episodes

Continue listening to more episodes from Saxo Market Call.

The AI slowdown narrative weighing more than bond carnage...for now.

Sep 15, 2026 - 26:17

Today, a look at a remarkably resilient equity market even as the fresh spike in oil prices weigh and glo...

Fresh oil supply woes and pondering the agenda behind an AI "slowdown"

Sep 14, 2026 - 24:01

Today, a heady cocktail of developments are coming at us across geopolitics, intermarket forces, but espe...

Trump desperation grows ahead of midterms. US yields pop ahead of CPI.

Sep 10, 2026 - 22:23

Today, we note the fresh pop in US treasury yields to new cycle highs after the Treasury market buyback a...

Is copper too cheap relative to gold?

Sep 9, 2026 - 27:57

Today, a thorough look across the commodity space with Saxo Head of Commodity Strategy Ole Hansen, discus...

Energy prices and yen top market agenda. Copper hits record.

Sep 8, 2026 - 21:31

Today, noting the significant technical break lower for USDJPY and what may come next, with spiking energ...

USDJPY breakdown despite firm US jobs data

Sep 7, 2026 - 22:53

Today, most interesting to note that the positive US jobs report was unable to inspire sustained new high...

Big stakes for USDJPY over US jobs report.

Sep 4, 2026 - 25:14

Today, a look at the very confusing comments from the Fed's Waller, who waxed dovish so soon after Chair...

Markets pause for breath after yield run-up.

Sep 3, 2026 - 22:20

Today, a look at markets pausing to take a breath after the recent brutal rise in bond yields. The bigges...