Choppy sentiment shifts as first megacaps report earnings.
Choppy sentiment shifts as first megacaps report earnings.
Link to slide deck: https://bit.ly/3Nh6xG0 - Today we look at the sharp sell-off in US equities in the cash session ye... Read more
26 Apr 2023
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19mins
If you’re not confused, you’re not paying attention
If you’re not confused, you’re not paying attention
Link to slide deck: https://bit.ly/3LqrFbg - Today we look at the most rangebound US market since late 2021 and wonder... Read more
25 Apr 2023
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23mins
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Heart of earnings season this week. Debt ceiling next steps.
Heart of earnings season this week. Debt ceiling next steps.
Link to slide deck: https://bit.ly/3LoIaEG - Today we look at global markets in very different places as slumping comm... Read more
24 Apr 2023
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Debt ceiling crunch time. Geopolitical tectonics rumbling in the background.
Debt ceiling crunch time. Geopolitical tectonics rumbling in the background.
Link to slide deck: https://bit.ly/3UWzOYn - Today features Saxo Chief Investment Officer Steen Jakobsen. In the marke... Read more
21 Apr 2023
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Time to buy some downside insurance? Big weather shift coming...
Time to buy some downside insurance? Big weather shift coming...
Link to slide deck: https://bit.ly/3mI0PSJ - Today we discuss the very quiet US equity market, highlighting that VIX h... Read more
20 Apr 2023
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21mins
It’s been a narrow US equity market rally. Tesla is on tap.
It’s been a narrow US equity market rally. Tesla is on tap.
Link to slide deck: https://bit.ly/3UKZYx5 - Today we discuss the US market continuing to hold its breath ahead of key... Read more
19 Apr 2023
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22mins
Listening to Lagarde for once. Was Empire Manufacturing whiplash a signal?
Listening to Lagarde for once. Was Empire Manufacturing whiplash a signal?
Link to slide deck: https://bit.ly/3UIHxZG - Today we discuss the market in a holding pattern, which is actually quite... Read more
18 Apr 2023
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22mins
Special Edition: Generative AI Part 2 with Emil Sarauw
Special Edition: Generative AI Part 2 with Emil Sarauw
Link to Part 1 of this podcast: In this continuation of the conversation from Part 1, we feature special guest Emil Sar... Read more
17 Apr 2023
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Treasury yields jump, USD fights back as earnings season hits full stride this week.
Treasury yields jump, USD fights back as earnings season hits full stride this week.
Link to slide deck: https://bit.ly/43FXvrC - Friday saw a solid jump in US treasury yields, one that the incoming data... Read more
17 Apr 2023
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16mins
Market in goldilocks mode, with massive earnings week ahead.
Market in goldilocks mode, with massive earnings week ahead.
Link to slide deck: https://bit.ly/3KVuJMl - Today we look at the market posting a strong session as US data was benig... Read more
14 Apr 2023
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24mins
