Saxo Market Call

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.

Market Call with guest Saxo Bank CIO Steen Jakobsen. Today we discussed the implications of the recent USDCNY move above 7.00, Germany heading into a recession, EU dysfunction, US long rates nearing record lows, the attraction of precious metals and more. With host John J. Hardy, Saxo Bank Head of FX Strategy.

The Market Call and the Week Ahead. Recorded Friday, August 9, 2019. Today we look at how the week has shaped up and themes and developments we are looking for in the week ahead as the market tries to stabilize in the wake of a fresh escalation in the US-China trade showdown. Italian elections, bond yields and especially FX in focus. With host, John J. Hardy, Saxo Bank's Head of FX Strategy.

Market Call for Wednesday, August 7, 2019. Today mostly an FX focus in the wake of the surprise 50 basis point rate cut from the RBNZ. Also a discussion about the possible correlations across a number of markets during the recent plunge in bond yields. With host, John J. Hardy, Saxo Bank's head of FX Strategy.

The Saxo Bank Market Call for Monday, August 5, 2019.  Today we discussed the massive implications of China's move to allow the USDCNY exchange rate to rise above 7.00. With special guest, Steen Jakobsen, Saxo's Chief Investment Officer.  Today's host is John Hardy, Head of FX Strategy.

Today's market call and market wrap recorded just after the US jobs report release on Friday, August 2, 2019. Today we looked at the reaction to Trump's latest trade tariff threat as well as a brief look at a slightly disappointing US jobs report. We run down the major global event risks for the week ahead as well.