Saxo Market Call

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Saxo Market Call episodes

January 05, 2021 Nervy start to the New Year
Today's slide deck: https://bit.ly/3nh2dpx -
Today we look at the divergent developments at the start of 2021, with Chinese equities on fire while US equities stumbled badly in the first session of the year, an ugly development after the late run-up and possibly linked to today's Georgia Senate run-off races and whether the Democrats may get control of Congress, if only barely. Elsewhere, oil suffered a pump and dump ahead of important OPEC decision time on production targets. Today with Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.
25 min
January 04, 2021 Markets have reflation on the brain as 2021 bolts out of the gates
Today's slide deck: https://bit.ly/3hGiVxt -
Today, we look at the positive start to the year, with some interesting exceptions, and despite the ongoing dark cloud of Covid-19 hanging over the global economy. Commodities and cryptocurrencies are particularly enthusiastic in pricing in a reflationary recovery later this year, with interesting recent pockets of weakness in some formerly high-flying equity names. Today's call with Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.
19 min
December 30, 2020 Special Edition: Fixed Income Outlook 2021
Podcast slide deck: https://bit.ly/381kR0i -
In this special edition podcast, Head of Fixed Income Strategy Althea Spinozzi takes us through the crazy year of 2020 for US treasuries and EU and UK sovereign debt and notable shifts that are unfolding as 2020 draws to a close and what we can expect for the fixed income landscape in 2021 and where the most compelling opportunities lie, depending on how the macro and policy backdrop develops. Hosting is John J. Hardy, Saxo Head of FX Strategy.
31 min
December 29, 2020 Interesting divergences despite overall cheer
Slide deck: https://bit.ly/3n0tmwG -
In today's podcast, the last regular before yearend, we focus on the continued stock market surge while also highlighting the most aggressive margin debt ramp up in 13 years. Some divergence seen with a much followed "disruptive innovation" ETF trading down on the day. Also the underwhelming Brexit reaction raising worries about Sterling and hedge funds positioning themselves for further commodity upside in 2021. Today's call with Ole Hansen on commodities and John J. Hardy hosting and on FX.
17 min
December 28, 2020 We continue to urge caution. Alibaba taken down by stern message on Ant Group.
Today's slide deck: https://bit.ly/2WN5Vfx -
Today we issue a strong warning on the state of the market and the risks to traders from the current speculative froth as a new calendar year approaches. That said, the US equity market is pushing at an all time highs again as US President Trump has finally caved on his position on bigger stimulus checks and has signed the stimulus bill. Elsewhere, we look at the spooky silence in sterling after a "thin" Brexit deal has been agreed, look at the positive setup for commodities in 2021 and discuss the broader implications of the Chinese authorities' take down of Ant Group (and thus Alibaba.) Today's call with Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.
23 min
December 23, 2020 Special Edition: Commodity Outlook for 2021
Slide deck: https://bit.ly/37GjHqO -
In this special edition of the podcast, Ole Hansen, Saxo Head of Commodities Strategy, takes us through the remarkable year of 2020 for commodities and what we can look forward to in 2021, where we see significant further risk of a pickup in commodity prices, especially driven by a weaker US dollar and a new policy environment accelerated by the Covid-19 pandemic. Ole also takes us through how investors can gain exposure to commodities in what has become a very different landscape relative to recent years, with commodities in aggregate in backwardation. Hosting the podcast is Saxo Head of FX Strategy John J. Hardy.
42 min
December 22, 2020 Special Edition: Equity valuation and interest rate sensitivity
Slide deck: https://bit.ly/3aAVSm2 -
In this Special Edition of the Saxo Market Call podcast, Head of Equity and Quant Strategy Peter Garnry takes us through a compelling look at the valuation of the equity market and different perspectives on the momentum versus value question, how incredibly sensitive many stocks are to any shift in interest rates and what happens if yields rise, if inflation rises and perhaps most interestingly, what happens if yields want to rise more but the Fed will not let them rise further and imposes yield caps. John J. Hardy hosts.
40 min
December 22, 2020 Zany day across markets highlights volatility risks
Today's slide deck: https://bit.ly/3ru4GAi -
Market suffered a volatile session to open the week yesterday, with a broad-based downdraft in risk sentiment across asset classes. While much of the damage was erased by the end of the day, the volatility is a warning sign that the market rally could be a bit fragile. We also look at key commodities and fixed income developments, as well as the bombshell news that Apple is looking into producing autonomous EV's. Today's call with Peter Garnry on equities, Althea Spinozzi on fixed income, Ole Hansen on commodities and John J. Hardy hosting and on FX.
25 min
December 21, 2020 Special Edition: Saxo's Outrageous Predictions for 2021
Slide deck for the Saxo 2021 Outrageous Predictions: https://bit.ly/3pp7Bsf - Saxo 2021 Outrageous Predictions website: http://bit.ly/3h7JLOx -
In this Special Edition podcast, we take a look the thinking and themes that drove the creation of our list of Saxo 2021 Outrageous Predictions, our yearly exercise in coming up with 10 unlikely - but possible - events that could unfold in the New Year. From the unintended consequences of the Green Transformation, to nuclear fusion and what people on Universal Basic Income will spend their time on, there is plenty to chew on here. On the call are Saxo Chief Investment Officer Steen Jakobsen, Saxo Australia Market Strategist Eleanor Creagh, and hosting, Saxo Head of FX Strategy John J. Hardy
37 min
December 21, 2020 Covid-19 mutations cast a cloud. We urge general caution.
Today's slide deck: https://bit.ly/3mwqV4Q -
The market is starting the week in a different place from where it closed last week, as a new hyper-contagious Covid-19 strain has been discovered in the UK, which is feeling even more isolated as the Brexit negotiation window winds down and travel links are rapidly being cut. Oil is feeling the impact of new virus fears, but the iron ore spike higher actually accelerated. We also generally express concern that equity markets may have run too high, too fast. Today's call with Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.
17 min

About Saxo Market Call

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For the aspirational trader and financial markets professional. Coming at you most trading days, the Saxo Market Call is the high frequency podcast for real-time analysis of the financial markets…