Saxo Market Call

Market Call for Thursday, August 29, 2019. Today we discussed deterioration macro fundamentals, Brexit, precious metals, upcoming US tariffs and more. Today with Peter Garnry, Head of Equity Strategy and Ole S Hansen, Head of Commodity Strategy.

Market Call for Wednesday, August 28, 2019. Today we discussed US dollar strength as a general risk for risk appetite, silver's relative strength, equity market direction and more. Today with Peter Garnry, Head of Equity Strategy, Ole S Hansen, Head of Commodity Strategy. Hosting is John J. Hardy, Head of FX Strategy.

Market Call for Tuesday, August 27, 2019. China does not appear to be on the same page as US President Trump on the status of talks, and moved the USDCNY more aggressively higher at the fix than it has done in weeks. Today we discuss the implications for global markets if the stand-off is set to continue, as well as thoughts on the Fed, the September FOMC meeting. Today's episode with guests Steen Jakobsen, Saxo Bank's Chief Investment Officer and Peter Garnry, Head of Equity Strategy. Hosting is John J. Hardy, head of FX strategy.

Market Call for Monday, August 26, 2019. Today we looked at the dramatic escalation in the US-China trade policy just ahead of and over the weekend as well as what Trump's war against the Powell Fed may mean from here after Powell's Jackson Hole speech. Today's episode with guest Ole S. Hansen, Saxo Bank Head of Commodity Strategy and host John J. Hardy, Saxo Bank Head of FX Strategy.

Market Call for Thursday, August 22, 2019. Today we discussed interesting signals from the FOMC Minutes and what these could mean for Powell's speech at Jackson Hole, Wyoming tomorrow, as well as what they are loudly not saying. We also discussed the "strong" flash PMI's from the EU this morning and signals that long yields - ex US at least - may be bottoming. Today's episode with guest Ole S. Hansen, Saxo Bank Head of Commodity Strategy and host John J. Hardy, Saxo Bank Head of FX Strategy.

Market Call for Wednesday, August 21, 2019. Most of today's episode dedicated to a deep dive on what is driving the Fed to ease rates and what Powell must deliver in his speech on Friday at Jackson Hole, Wyoming symposium to keep the Fed ahead of the curve and the market happy. Today's episode with host John J. Hardy, Saxo Bank Head of FX Strategy.

Market Call for Tuesday, August 20, 2019. Today a focus on Trump's panic to provide further stimulus to the economy and markets, while the US dollar is breaking up, pivotal levels in risk appetite, precious metals and more. With host John J. Hardy, Saxo Bank Head of FX Strategy and Ole S. Hansen, Saxo Bank Head of Commodity Strategy

Market Call for Monday, August 19, 2019. With special guest Saxo Bank's CIO Steen Jakobsen, today we looked at the drivers for the market's current strong risk appetite and key events for the week ahead, including the Jackson Hole, Wyoming speech from Fed Chair Powell and the weekend G7 in Biarritz, France. With host John J. Hardy, Saxo Bank Head of FX Strategy.

Market Call for Friday, August 16, 2019. Today we look at the latest trade war developments, some rough calculations on what a recession risk could mean for equity markets and have a look at the calendar for the week ahead - including some very important Fed event risks. With host John J. Hardy, Saxo Bank Head of FX Strategy.

Market Call for August 15, 2019. Today we discussed the huge sell-off in equities just a day after a short squeeze inspired by Trump announcing a delay on some tariffs. We also looked at the US yield curve inversion and what it means and the chief risk for gold traders here. With Ole Hansen, Saxo Bank Head of Commodities Strategy and host John J. Hardy, Saxo Bank Head of FX Strategy.