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https://saxostrats.podbean.com/e/next-24-hours-are-about-seven-central-banks-and-memory-lane-or-at-least-micron-lane/
Next 24 hours are about seven central banks and memory lane, or at least Micron lane. | Saxo Market...
Today, a look at the market continuing to radiate confidence that things will turn out well despite the lack of real progress or any new clarity emerging from...
https://saxostrats.podbean.com/e/where-have-all-the-bulls-gone/
Where have all the bulls gone? | Saxo Market Call
Slide deck: https://bit.ly/3M8KIEG - Today we assess a strong market comeback yesterday on little news, but certainly with a strong dip in crude oil prices...
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https://saxostrats.podbean.com/e/equities-dip-but-fx-points-to-fresh-risk-sentiment-boost/
Equities dip, but FX points to fresh risk sentiment boost | Saxo Market Call
Today's slide deck: https://bit.ly/3mUQyzX - Today we look at the slight dip in risk sentiment in US equities, but note a more risk-on tone in FX, where the...
https://saxostrats.podbean.com/e/us-yield-spike-makes-waves-ahead-of-fomc-meeting/
US yield spike makes waves ahead of FOMC meeting | Saxo Market Call
Today's slide deck: https://bit.ly/3aKNJup - US yields spiked yesterday after a 7-year treasury auction, unsettling yield-sensitive assets from momentum stocks...
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https://saxostrats.podbean.com/e/euro-drops-back-after-eu-and-us-strike-trade-deal/
Euro drops back after EU and US strike trade deal | Saxo Market Call
Today, a look at the reaction to the EU-US trade deal struck at the weekend, as some may be surprised to see a weaker euro on the back of this. Elsewhere, we...
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https://saxostrats.podbean.com/e/a-robust-market-reaction-to-a-quite-fragile-cease-fire-in-iran/
A robust market reaction to a quite fragile "cease-fire" in Iran. | Saxo Market Call
Today, a look at the fragile "cease-fire" between the US and Iran and whether it is mostly a US climbdown from its maximalist threats than any remarkable...
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Bronte Capital: It is time to close Saxo Bank down
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https://saxostrats.podbean.com/e/does-the-market-not-believe-trump-will-tariff/
Does the market think Trump is bluffing? | Saxo Market Call
Today's slide deck: https://bit.ly/40SLUGi Today we look at the tepid market reaction to Trump's threat of imminent tariffs on Canada and Mexico as we wonder...
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https://saxostrats.podbean.com/e/geopolitics-derails-risk-sentiment-but-for-how-long/
Geopolitics derails risk sentiment, but for how long? | Saxo Market Call
Today's slide deck: https://bit.ly/4jP99HK - Today we talk through the impact across markets from Israel's attacks on Iran and how difficult it is to sustain a...
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https://saxostrats.podbean.com/e/rnc-convention-and-powell-speech-in-focus-this-week/
RNC Convention and Powell Speech in focus this week | Saxo Market Call
Today's slide deck: bit.ly/2QlO9gd -Today we look at the strong equity market narrative versus the alarming lack of market breadth in the US, as the megacap...
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Bronte Capital: It is time to close Saxo Bank down
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https://saxostrats.podbean.com/e/stagflation-is-already-here/
Stagflation is already here | Saxo Market Call
Today's slide deck: https://bit.ly/3E1OVWJ - Today features Saxo CIO Steen Jakobsen who takes us through the evidence that stagflation has arrived with...
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https://saxostrats.podbean.com/e/the-great-twin-tightening-is-barreling-down-on-us/
The great twin tightening is barreling down on us | Saxo Market Call
Today's slide deck: https://bit.ly/3DRPTpt - Today we look at the continued pressure on risk sentiment after the FOMC minutes show the Fed discussing a rapid...
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https://saxostrats.podbean.com/e/trump/
Brace for Monday, as a new era now begins | Saxo Market Call
In today's podcast, we look at what has taken shape this week across markets this week, especially the drop in US treasury yields. Above all, however we...
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https://saxostrats.podbean.com/e/market-in-a-happy-place-wheat-hits-multi-year-highs/
Market in a happy place. Wheat hits multi-year highs. | Saxo Market Call
Today's slide deck: bit.ly/36Gjjsc -Today we look at the US equity market's latest broad surge, discuss the K-shaped recovery and the market's possibly...
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https://saxostrats.podbean.com/e/dark-clouds-are-forming-as-equities-extend-declines/
Dark clouds are forming as equities extend declines | Saxo Market Call
Today's slide deck: https://bit.ly/3R8qkGG - Click here to open an account with Saxo - Today we discuss the continuing declines in equities as US leading...
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https://saxostrats.podbean.com/e/putting-together-an-ai-bubble-basket-who-should-be-in-or-out/
Putting together an AI Bubble Basket - who should be in or out? | Saxo Market Call
The market is taking Oracle at its word in its longer term guidance on cloud infrastructure growth. We wonder instead whether an AI bubble is incipient here...
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https://saxostrats.podbean.com/e/a-look-ahead-at-nvidia-earnings-and-german-election/
A look ahead at Nvidia earnings and German election | Saxo Market Call
Today's slide deck: https://bit.ly/431GGtt - Today we look at the pivotal German election this weekend and a number of scenarios in what will inevitably prove...
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https://saxostrats.podbean.com/e/chinese-regulator-sees-what-many-others-refuse-to-a-bubble/
Chinese regulator sees what many others refuse to: a bubble | Saxo Market Call
Today's slide deck: https://bit.ly/3sEwQbj - Overnight, a prominent Chinese regulator expressed concern on bubble risks, foreign and domestic, and the Chinese...
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Bronte Capital: It is time to close Saxo Bank down
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Bronte Capital: It is time to close Saxo Bank down
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Bronte Capital: It is time to close Saxo Bank down
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https://saxostrats.podbean.com/e/something-weird-is-brewing-but-what/
Something weird is brewing, but what? | Saxo Market Call
Today, we run down some of the odd factors in this market that are keeping us on the edge of our seat that something weird, and possibly ominous, is brewing,...
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https://saxostrats.podbean.com/e/has-market-made-up-its-mind-no-matter-what-nvidia-delivers-tonight/
Has market made up its mind no matter what Nvidia delivers tonight? | Saxo Market Call
Today, a look at how the market may treat the Nvidia earnings call tonight almost irrespective of the quality of its results if big money has made up its mind...
https://saxostrats.podbean.com/e/huge-week-ahead-on-earnings-and-fed-guidance/
Huge week ahead on earnings and Fed guidance | Saxo Market Call
Slide deck: https://bit.ly/3RZt3CV - Click here to open an account with Saxo The podcast is finally back from holiday! Today we look at a huge week ahead for...
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BG SAXO è parte del gruppo danese Saxo Bank e semplifichiamo il trading e le scelte di investimento dei nostri clienti, garantendo loro l'accesso ai mercati...
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Saxo Bank Continues to Use F1 Exposure to Promote its Vision for the Future of Trading and Investing
/PRNewswire/ -- Saxo Bank announced today that it will use its sponsorship of Formula One racing driver Romain Grosjean in 2016 to showcase the strength and...
https://saxostrats.podbean.com/e/speculative-pockets-shine-even-on-a-down-day/
Speculative pockets shine even on a down day | Saxo Market Call
Link to slide deck: https://bit.ly/3XhX43Y - Today we note that, despite the first negative day in some time in the US market yesterday, pockets of pronounced...
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https://saxostrats.podbean.com/e/equities-red-flags-in-ipos-low-volatility-in-us-equities-and-earnings-to-watch/
Equities: Red flags in IPOs, low volatility in US equities, and earnings to watch | Saxo Market Call
With the market waiting for central bank rate decisions this week we take a step back and zoom in other parts of the equity market. We discuss the several red...
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/CNW/ - Saxo Bank, the multi-asset trading and investment specialist, is one of the first financial institutions to give access to its trading infrastructure...
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https://saxostrats.podbean.com/e/nvidia-blasts-higher-ahead-of-earnings-what-does-jackson-hole-deliver/
Nvidia blasts higher ahead of earnings. What does Jackson Hole deliver? | Saxo Market Call
Link to slide deck: https://bit.ly/45C8m63 - Today we look at the strong resurgence in US equities yesterday, particularly in the most popular speculative...
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Bronte Capital: It is time to close Saxo Bank down
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https://saxostrats.podbean.com/e/metals-are-sending-loud-signals-as-us-equities-in-limbo/
Metals are sending loud signals as US equities in limbo | Saxo Market Call
Link to slide deck: https://bit.ly/3vRPi3Y - Today we discuss the bounce-back in US equity markets as we are all supposedly holding our breath for a CPI...
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Bronte Capital: It is time to close Saxo Bank down
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https://saxostrats.podbean.com/e/broadcom-pulls-out-the-stops-cia-foments-uprisings-complicating-iran-risks/
Broadcom pulls out the stops. US foments uprisings, complicating Iran risks. | Saxo Market Call
Today, the market off on a cautious footing as crude oil prices remain high after yesterday's strong bounce-back attempt, with intense headline risk in both...
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Saxo Bank and Mastercard launch open banking payments for investment accounts | Mastercard Newsroom
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https://saxostrats.podbean.com/e/market-lurches-lower-post-fomc/
Market lurches lower post-FOMC | Saxo Market Call
Today's slide deck: bit.ly/35KwFDa -Today we look at yesterday's FOMC meeting and whether it is the cause of the market's sudden sell-off, delve into US...
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https://saxostrats.podbean.com/e/fed-chair-powell-hawkish-blast-unsettles-markets-again/
Fed Chair Powell hawkish blast unsettles markets again. | Saxo Market Call
Link to slide deck: https://bit.ly/3kVUQZw - Today we look at the market swooning as it is forced to price the Fed terminal rate higher still after Fed Chair...
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https://saxostrats.podbean.com/e/two-opposing-forces-accelerate/
Two opposing forces accelerate | Saxo Market Call
Today's slide deck: https://bit.ly/3pnR1bs - Today we discuss the further ramping of US equity prices to new record highs for the cycle on Friday, as US long...
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Macro and FX: Upcoming US CPI figures, USD momentum, and musings on China | Saxo Market Call
In today's episode we talk about Friday's US Nonfarm Payrolls and how to read the report while looking ahead to this week's US macro figures across NFIB small...
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Bronte Capital: It is time to close Saxo Bank down
Saxo Bank is a retail foreign exchange trading bank. The idea of forex trading as a retail product is mildly offensive any way. [I simply ca...
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https://saxostrats.podbean.com/e/fomc-pump-deflating-fast-snb-beats-ecb-to-the-punch/
FOMC pump deflating fast. SNB beats ECB to the punch | Saxo Market Call
Slide deck: https://bit.ly/3QtJarY - Click here to open an account with Saxo Today we look at what unfolded at last night's FOMC meeting, in which the Fed...
https://saxostrats.podbean.com/e/the-1994-greenspan-fed-versus-the-2022-powell-fed/
The 1994 Greenspan Fed versus the 2022 Powell Fed | Saxo Market Call
Today's slide deck: https://bit.ly/3LdAmTg - Today we compare and contrast the 1994 rate hike cycle under Chair Greenspan, a highly pre-emptive cycle that...
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https://saxostrats.podbean.com/e/massive-options-witching-today-to-see-market-pivot/
Massive options witching today to see market pivot? | Saxo Market Call
Today's slide deck: https://bit.ly/3CRCZat - Today we wonder whether the witching of colossal options exposure in the US will provide a market pivot, we look...
to seemassiveoptionstodaymarket
https://brontecapital.blogspot.com/2015/01/it-is-time-to-close-saxo-bank-down.html?showComment=1421541335122
Bronte Capital: It is time to close Saxo Bank down
Saxo Bank is a retail foreign exchange trading bank. The idea of forex trading as a retail product is mildly offensive any way. [I simply ca...
it is timesaxo bankbrontecapitalclose
https://saxostrats.podbean.com/e/asian-trade-deal-powers-even-more-vertical-nikkei-us-yields-tamed/
Asian trade deal powers even more vertical Nikkei. US yields tamed? | Saxo Market Call
Today's slide deck: https://bit.ly/3lAnWbV - Today we look at the very positive mood to start the week, especially in Asia, where the new multi-lateral RCEP...
https://saxostrats.podbean.com/e/talk-of-melt-up-now-competing-with-bubble-risk/
Talk of "melt-up" now competing with "bubble risk" | Saxo Market Call
Today we look at the latest surge in US equities, led by key AI stocks while noting that talk of "melt-up" risk has become far more prevalent. We also note...
https://saxostrats.podbean.com/e/remember-that-china-has-as-much-power-as-trump-to-sway-the-market/
Remember that China has as much power as Trump to sway the market | Saxo Market Call
Yesterday saw a low-energy session in US equity markets, though as ever with considerable turbulence and divergence beneath the surface. We also underline that...
https://saxostrats.podbean.com/e/commodity-price-spike-risks-financial-crisis-and-recession/
Commodity price spike risks financial crisis and recession | Saxo Market Call
Today's slide deck: https://bit.ly/35BYFvd - Today we look at the impact of a further spike in energy prices as European natural gas trades at impossible...
commodity pricefinancial crisisspikerisks
https://saxostrats.podbean.com/e/whiplash-for-crude-and-usdjpy-tesla-fans-ignore-shaky-autonomous-debut/
Crude oil and USDJPY whiplash. Tesla fans ignore shaky autonomous driving debut. | Saxo Market Call
Today we discuss how Iran's staged response to US bombings mostly crushed the geopolitical tension premium in crude oil and gave a big boost to global risk...
https://saxostrats.podbean.com/e/remarkable-speculative-froth-in-places-brexit-crunch-time/
Remarkable speculative froth in places. Brexit crunch time. | Saxo Market Call
Today's slide deck: https://bit.ly/3qIq3NC - Today we look at the continued solid bid in risk sentiment while noting a few signs of extremely stretched...
crunch timeremarkablespeculativefrothplaces
https://saxostrats.podbean.com/e/bank-of-japan-fiddling-as-yen-burns/
Bank of Japan fiddling as yen burns | Saxo Market Call
Today's slide deck: https://bit.ly/3D0hGFN - Click here to open an account with Saxo - Today we look at markets trying to remain steady yesterday after a...
bank of japanfiddlingyenburnssaxo
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