Saxo Market Call

Saxo Market Call

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  • Typical duration

    23 min

    per episode

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Saxo Market Call episodes

  • ECB meeting today, US-China de-escalation
    Today's slide deck: https://bit.ly/2kI7I6dIn today's Market Call, we discuss the latest boost to risk sentiment from friendly overtures from both sides in the US-China trade dispute, preview the ECB meeting and whether the market over-priced for QE and much more. Today with Ole Hansen on commodities, Peter Garnry on quant and equities and hosting, John J. Hardy, FX strategist.
    13 min
  • Equity rally continues ahead of ECB meeting
    Today's slide deck: bit.ly/2kevxm7In today's Market Call, we discuss the modest correction in risk appetite, the correlated correction across bond markets, forex crosses and precious metals and highlight key event risks for the day ahead. Today with Saxo Bank Head of Commodity Strategy Ole S Hansen. Hosting is Peter Garnry, Saxo Bank Head of Equity Strategy.
    11 min
  • Risky rally consolidates. Precious metals,JPY and bonds dip in unison.
    Today's slide deck: https://bit.ly/2ke6WxOIn today's Market Call, we discuss the modest correction in risk appetite, the correlated correction across bond markets, forex crosses and precious metals and highlight key event risks for the day ahead. Today with Saxo Bank Head of Commodity Strategy Ole S Hansen, and Peter Garnry, Saxo Bank Head of Equity Strategy. Hosting is John Hardy, Saxo Bank Head of FX Strategy.
    11 min
  • Will ECB meeting extend risk-on rally?
    Today's slide deck: bit.ly/2kzTWmcIn today's Market Call, we discuss the consolidation in USD and Gold Spot weakness, and how it is supporting the ongoing equity rally as the market is waiting for this week's crucial ECB meeting on Thursday. Today with Head of Commodity Strategy Ole S Hansen and hosting today is Peter Garnry, Saxo Bank Head of Equity Strategy.
    11 min
  • The narrative shifts, gold corrects, Fed outlook
    Today's slide deck: https://bit.ly/2kxRRqLIn today's Market Call, we discuss the ongoing risk sentiment shift, the implications for the massive spike in bond market volatility and expectations for the Fed through year end. Today with Saxo Bank Chief Investment Officer Steen Jakobsen, Head of Quant Strategy Peter Garnry and hosting today is John J. Hardy, Saxo Bank Head of FX Strategy.
    18 min
  • Big shift in risk sentiment.
    Today's slide deck: https://bit.ly/2lZKGZ0In today's Market Call, we discuss the recent strong improvement in risk sentiment across global markets and into commodities. We also ponder whether the relief rally in sterling on the latest Brexit developments is excessive. Today with Ole S. Hansen, Saxo Bank Head of Commodity Strategy and hosting, John J. Hardy, Saxo Bank Head of FX Strategy.
    11 min
  • Hong Kong, Brexit, yield curve, precious metals
    In today's Market Call, we discuss the strong sentiment shift overnight after Hong Kong's leader announced a withdrawal of the extradition bill. We also discussed the latest Brexit developments, precious metals, risk sentiment, yield curve dynamics in the wake of the ugly US ISM Manufacturing survey and more. Today with Ole S. Hansen, Saxo Bank Head of Commodity Strategy, Peter Garnry, Saxo Bank Head of Equity and Quant Strategy, and hosting, John J. Hardy, Saxo Bank Head of FX Strategy.
    13 min
  • USD rising, China, Brexit endgame in sight?
    In today's Market Call, we discuss a flurry of news out of Asia, including Korea's stunning 0.0% CPI, the RBA meeting, outlook for oil, equities and the Fed as the USD trends higher, the approaching and more. Today with guests Ole S. Hansen, Saxo Bank Head of Commodity Strategy, Peter Garnry, Saxo Bank Head of Equity Strategy, and hosting, John J. Hardy, Saxo Bank Head of FX Strategy.
    11 min
  • Latest US-China tariffs go live. Fed & equity market outlook
    Today's Market Call with guest, Steen Jakobsen, Saxo Bank's Chief Investment Officer. We discuss the implementation of the latest round of US-China tariffs, the outlook for the US dollar, equities, Fed policy, sterling and Brexit and more. With host John J. Hardy, Saxo Bank Head of FX Strategy.Today's slide deck: https://bit.ly/2jOtrce
    16 min
  • Huge week ahead for risk appetite, USD
    In today's Market Call we look at the equity market trading near key resistance levels, whether the US dollar is poised for further strength, and the key week ahead for US-China developments and a very heavy macro calendar through next Friday.
    13 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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