Saxo Market Call

Saxo Market Call

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  • Typical duration

    23 min

    per episode

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Saxo Market Call episodes

  • Parabolic equity acceleration, US yield curve, US election
    Today's slide deck: https://bit.ly/2Uvnwc0  Today's special guest is Saxo CIO Steen Jakobsen, who takes us through his thoughts on the parabolic acceleration in equities and what is driving it, discusses the flat US yield curve and offers thoughts on the US election and much more. Today also with Ole Hansen on commodities and John J. Hardy on FX.
    15 min
  • Yesterday's risk appetite surge, Dem primaries, Commodities
    Today's slide deck: https://bit.ly/2OrqI4C  Today we discussed, among other topics, the bounce-back in risk appetite and some commodities, with the notable exception of crude oil, as well as the first Democratic Primary results from Iowa and whether there are yet any takeaways for how the US election will shape up. Today with Ole Hansen on commodities and John J. Hardy on FX.
    14 min
  • Markets trying to shake off coronavirus. Epic Tesla squeeze.
    Today's slide deck: https://bit.ly/2GR3jFN  Today we note many markets are at pivotal levels as the world continues to try to shrug off the coronavirus concerns. Whether it is US long yields at, key major commodities like oil and copper or even AUDUSD after last nights RBA meeting, many markets are at pivotal levels that will determine whether we can turn the corner here. Also a look at TSLA and GOOGL in today's call. Today with Ole Hansen on commodities, Peter Garnry on equities and John J. Hardy on FX.
    18 min
  • Chinese equities plunge 10% on coronavirus uncertainty
    Today's slide deck: bit.ly/2UjDG8kToday we discuss Chinese equities down 10% on coronavirus as they resumed trading following a holiday break. We also take a look at other markets such as airliners, shipping, copper, gold and oil. Today with Peter Garnry on equities and Ole Hansen on Commodities.
    12 min
  • Ongoing virus fallout and previewing a big week ahead
    Today's slide deck: https://bit.ly/31aQU8M  Today we discuss the ongoing fallout from the coronavirus situation, including particularly inconsistent intermarket action, as well as preview a big week ahead for macro data and earnings as well. Today with Peter Garnry on equities, Ole Hansen on Commodities and John J. Hardy on FX.
    16 min
  • Second wave of coronavirus concerns hits
    Today's slide deck: https://bit.ly/2REEenr  Today we discuss the very ugly Asian session overnight on the apparent second wave of coronavirus concerns for global markets. We also look at the market's Fed expectations after the FOMC yesterday and round up the important earnings releases. Today with Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy on FX.
    15 min
  • Some markets bouncing back, others aren't. FOMC preview
    Today's slide deck: bit.ly/2U7ApJ1In today's call we look at the bounce-back in many global markets from coronavirus fears, but how commodities markets and other markets are not showing any recovery yet. We also look at Apple's strong results and more earnings from major US giants just ahead and preview the FOMC meeting this evening. Today with Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy on FX.
    16 min
  • Markets trying to pick up the pieces, but too early?
    Today's slide deck: bit.ly/2uIF4XdToday we go over the market's attempt to bounce back overnight and whether this may prove premature, as well as covering the ongoing reaction to the coronavirus situation in FX and commodity markets. Today with Ole Hansen on commodities and John J. Hardy on FX.
    14 min
  • Corona virus concerns dominate market outlook
    Today's slide deck: https://bit.ly/2TYAdff  Today our discussion dominated by the fallout from the corona virus epidemic and urge a "caution first" approach to trading these markets. Today with Ole Hansen on commodities, Peter Garnry on equities and John J. Hardy on FX.
    13 min
  • Commodity Deep Dive, January 2020
    Slidedeck link: https://bit.ly/2vjuJS5 Commodities have witnessed a volatile beginning to 2020 with geopolitical tensions, trade deal optimism/skepticism and more recently the corona virus outbreak creating both challenges and opportunities. In this update we take a closer look at some of the major commodities the mentioned events and the climate and inflation focus may impact these in 2020
    48 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…

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