Saxo Market Call
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Saxo Bank’s strategy team delivers market insights across all asset classes.
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Recent episodes
- Not the BoJ result the JPY bulls were looking for.
- Warsh hawkish, but market quick to reverse. Now comes BoJ.
- The AI slowdown narrative weighing more than bond carnage...for now.
- Fresh oil supply woes and pondering the agenda behind an AI "slowdown"
- Yields explode higher, pressurizing the situation across markets.
- Trump desperation grows ahead of midterms. US yields pop ahead of CPI.
- Is copper too cheap relative to gold?
- Energy prices and yen top market agenda. Copper hits record.
- USDJPY breakdown despite firm US jobs data
- Big stakes for USDJPY over US jobs report.