Saxo Market Call

Today's slide deck: https://bit.ly/2FCCiFe  In today's podcast we delve into the upcoming US Nonfarm payrolls report and perspectives on the implications for risk appetite, yields, USD and USDJPY in particular. As well an extensive discussion of how this week's geopolitical events have roiled precious metals and energy markets, as well as a few thoughts on grains and Natural Gas seasonality. Today with Ole S. Hansen on commodities and John J. Hardy on FX.

Today's slide deck: https://bit.ly/36vc57o  Today we discuss the overnight, algo-aggravated pump and dump across asset markets after Iran launched missiles against US positions, We also discuss divergent weakness in German data and likely links into the auto industry among many other topics. Today with Ole Hansen on commodities, Peter Garnry on equities and John J. Hardy on FX.

Today's slide deck: bit.ly/2ul39mQThe risk premium in commodities following the US killing of an Iranian general has come down swinging the focus back on macro. Financial markets are still heavily impacted by the Fed's balance sheet expansion fueling risk-on sentiment in risky assets. In today's podcast we zoom out with Steen Jakobsen, Saxo Bank's CIO, explaining the dynamics and impact from the Fed's current balance sheet expansion. Today with Steen Jakobsen on macro, Peter Garnry on Equities and Ole Hansen on commodities.

Today's slide deck: https://bit.ly/2QtJ7z2 In our first podcast for 2020 we have a look at the concerns washing over global markets from the sudden US-Iran confrontation and narratives that may develop as the year gets under way. Today with Peter Garnry on Equities, Ole Hansen on commodities and John J. Hardy on FX.

Slide deck for this podcast: https://bit.ly/2PELVsW A special edition Market Call podcast and our final for the year, in which we run through our readers' reaction to this year's Outrageous Predictions, including a rundown of favourites and a few of the readers' contributions. Thanks to all our readers and listeners for a great 2019 and we look forward to continuing the conversation in the New Year! On this call, Saxo's Peter Garnry and John J. Hardy.

Slide deck for this podcast: https://bit.ly/2S7vF5p  In this longer form podcast, we take a look at the surprises that 2019 delivered and what we are looking for in 2020 across asset classes and how different policy and market narratives could come together in the New Year. Today with Saxo CIO Steen Jakobsen, Ole Hansen on commodities, Peter Garnry on Equities and John J. Hardy on FX.

Today's slide deck: bit.ly/2Q4mBviToday we highlight some points of interest in currencies and commodities and fixed income despite very low volatility and offer a bit of perspective on the year that was as we warm up for a longer-form Year in Review and Year to Come podcast out soon. Today with Ole Hansen on commodities and hosting, John J. Hardy, on FX.

Slide deck for this month's update: https://bit.ly/2YYrWs6  Link to original update video: https://bit.ly/2M5oSVU  In this monthly FX update, John Hardy refreshes the outlook on sterling after the UK election and revisits ongoing themes like the wait for a switch to a fiscal focus from policymakers, the ongoing historic extremes in low volatility, and what is needed to open a path to a weaker US dollar in 2020 after 2019 largely proved a bust for USD bears. Recorded on December 17, 2019.

Today's slide deck here: bit.ly/2r43DN3Today we discuss the ongoing risk melt-up and whether we are inside a fat tail of complacency/risk-taking. Also a discussion on key commodities, sterling and incoming data of note. Today with Ole Hansen on commodities and hosting, John J. Hardy on FX.

Today's slide deck: https://bit.ly/2syqwbT Today we discuss the ongoing equity market melt-up and whether we are seeing a parabolic acceleration in the action, as well as the prospects for this move extending into 2020. Also we are noting some lack of confirmation of the narrative around the equity rally in other markets. Today with Ole Hansen on commodities, Peter Garnry on equities and hosting, John J. Hardy on FX