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Today’s combined position on our country charts.
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Europe wobbling again as US posts another all-time high.
October 7, 2026 · 23 minToday, a look at Europe and the euro looking suddenly troubled again today as France continues to draw negative attention and Eurozone sovereign yield spreads have widened again today after France's Le Pen presented a long term budget plan…
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Rough seas, but calm sailing for equities?
October 5, 2026 · 21 minToday, we note the confounding combination of very rough seas in macro and FX as EU sovereign debt stress, yield volatility and a strong US dollar weigh, and yet equities seem to be sailing along as if nothing malicious is afoot. Some…
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Beware the steepening or what's the message?
October 2, 2026 · 29 minToday we look at the crush lower in short term sovereign bond yields, especially in Europe, where Germany's bonds were bid while French and even Italian longer dated bonds remain stressed, a key focus for European markets and increasingly…
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Yields must turn here, especially in Europe, or else.
October 1, 2026 · 19 minToday, focusing chiefly on the implications for stocks and risk sentiment broadly if yields don't turn lower very soon, especially in Europe, where the focus on France is intensifying while Germany-France yield spreads blow wider and…
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Burnham declares end of Thatcherism. Micron earnings on tap.
September 30, 2026 · 19 minToday, a look at a calm market as a massive downdraft in US Consumer Confidence in September failed to weigh. Lots more data ahead before we know where we are with yields through Friday's US September payrolls and others jobs data…
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Stress levels are rising if still not flashing red.
September 29, 2026 · 25 minToday, a look back at another dicey day for risk sentiment as global bond yields continued to ratchet higher as we head into month-end and quarter-end with possible portfolio rebalancing in the mix after a remarkable period for fixed…
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Asymmetric risks in a busy week ahead
September 28, 2026 · 32 minToday - a look at a fresh spike in crude oil and bond yields spooking risk sentiment and gold bugs as we look at a busy week ahead on the macro calendar, especially for US data, but also an historic moment awaits the UK in tomorrow's…
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Geopolitics could continue to dog this market for a long while yet.
September 25, 2026 · 27 minToday, a run through the outlook for crude oil with Saxo Head of Commodity Strategy Ole Hansen as we face a key week ahead, given Iran's bid for a 7-day negotiation window with the US. More with Ole on natural gas, the El Niño status and…