Saxo Market Call

Link to slide deck: https://bit.ly/3Cbk2jQ   -

In this Special Edition of the podcast, the Saxo Market Call crew reveal our Listeners' predictions for the S&P 500, Fed Funds and the US 10-year yield in 2023. We also offer our thoughts on the same and run down a whole bevy of questions our listeners sent, including on our energy future, whether fossil fuel, alternative or nuclear, geopolitics of trade and currencies, investment themes and market returns, scenarios for inflation and more. We also highlight some recommended reading (lots more in the slide deck) and even reveal some of our personal interests in our downtime. A huge thank you to all of the listeners who responded and made 2022 a great year for the Saxo Market Call podcast! On this special edition of the podcast were Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.

Click here to open an account with Saxo   -

Read daily in-depth market updates from the Saxo Market Call and Saxo Strategy Team here.

Intro and outro music by AShamaluevMusic

This Special Edition of the podcast features an interview with Saxo CIO Steen Jakobsen on the outlook for 2023 after a remarkably brutal year for investors in 2022 on the double whammy of bear markets in both bonds and equities. In particular, the conversation looks at the misguided optimism for next year that is ironically based on a base case of disinflation, recession and an eventual return of central bank easing, the impact of China coming back online, and where investors should focus their efforts for achieving returns in coming years. John J. Hardy hosts.

Click here to open an account with Saxo   -

Read daily in-depth market updates from the Saxo Market Call and Saxo Strategy Team here.

Intro and outro music by AShamaluevMusic

Slide deck for this episode: https://bit.ly/3PukShj   -

Click here to open an account with Saxo   -

In this special edition podcast we outline our equity outlook for next year. We come around a wide range of topics such as recession, inflation, China, Tesla, energy sector, Europe, earnings, margin compression, and equity valuation. Today's podcast features Peter Garnry on equities and Kim Cramer Larsson on technical analysis.

Read daily in-depth market updates from the Saxo Market Call and Saxo Strategy Team here.   

Intro and outro music by AShamaluevMusic

Link to slide deck: https://bit.ly/3HTyTTX   -

In this Special Edition of the Saxo Market Call podcast, host John J. Hardy discusses the wild year of 2022 for commodities and what may be in store for the commodities markets in 2023 with Saxo's Head of Commodity Strategy, Ole Hansen. We delve into what the forward curve is telling us, market positioning in commodities and zero in on Crude Oil, copper and the precious metals and Natural Gas.

Click here to open an account with Saxo   -

Read daily in-depth market updates from the Saxo Market Call and Saxo Strategy Team here.

Intro and outro music by AShamaluevMusic

Link to slide deck: https://bit.ly/3vfDR5X      -

In this Special Edition of the podcast, we discuss what investors are hoping to see in 2023 after the most traumatic year for "balanced" portfolios in modern memory. Items on the Wish List include hopes for a soft landing, easing pressure from central banks as inflation fades, a weaker US dollar, Chinese demand returning and more. But is this what investors will get? Discussing these pressing wish list items for the New Year on this special edition podcast are Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.

Click here to open an account with Saxo   -

Read daily in-depth market updates from the Saxo Market Call and Saxo Strategy Team here.

Intro and outro music by AShamaluevMusic

Slide deck for this episode: https://bit.ly/3HSUsUw   -

Saxo Outrageous Predictions 2023: The War Economy PDF  -

Saxo Outrageous Predictions Webinar with the strategy team   -

In this Special Edition of the podcast, we discuss the Saxo 2023 Outrageous Predictions for 2023, based on the theme of The War Economy. Our Outrageous Predictions are a yearly exercise in looking at possible, if improbable events that may unfold in the year ahead and will alter the investment landscape if they do come to pass. This Special Edition podcast features Editor-in-Chief of the 2023 Outrageous Predictions John J. Hardy and major contributor Peter Garnry.

Click here to open an account with Saxo   -

Read daily in-depth market updates from the Saxo Market Call and Saxo Strategy Team here.

Intro and outro music by AShamaluevMusic

We want to hear from you, our daily Saxo Market Call podcast listeners! Friday, December 30 we will release a Special Edition Saxo Market Call Listeners Podcast. The content? Entirely up to you: let us know what you would like for Peter, Ole and John to talk about - markets, personal or otherwise. As well, please provide your end 2023 forecasts for:

The S&P 500, the Fed Funds rate & the US 10yr yield.

Send your forecasts and request to the SMC team: via e-mail: [email protected] and on Twitter: @saxomarketcall 

Today's slide deck: https://bit.ly/3PGhjok   -

Click here to open an account with Saxo   -

Today we look at markets posting an indifferent day yesterday after an initially negative reaction to the bump in global yields on the Bank of Japan's policy tweak. We also discuss precious metals jump yesterday, the lay of the land in natural gas markets in Europe and crude oil markets globally, the escalating risks for Tesla as it posted an especially ugly day yesterday despite Musk possibly moving away from Twitter distractions, earnings from Nike and FedEx and more. Today is the final regular daily Saxo Market Call podcast for 2022. Stay tuned in coming days for a string or recently recorded Special Edition podcasts that will keep listeners with their daily fix through to December 30. Today's pod features Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.

Read daily in-depth market updates from the Saxo Market Call and Saxo Strategy Team here.

Intro and outro music by AShamaluevMusic

Today's slide deck: https://bit.ly/3WqOONm   -

Click here to open an account with Saxo   -

Today we look at the Bank of Japan shocking markets overnight with a surprise shift in its yield-curve-control policy, as it lifted the cap on 10-year JGB's to 50 basis points from 25 basis points. The JPY rose in stepwise fashion together with the jump in longer Japanese yields and global yields were also impacted, taking risk sentiment lower. In commodities, we discuss metals and natural gas. In equities, we discuss the outlook for European defense stocks, including Rheinmetall and cover upcoming earnings reports from Nike, where the bar of market expectations looks high, and from FedEx, where the bar of expectations is quite low. Today's pod features Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.

Read daily in-depth market updates from the Saxo Market Call and Saxo Strategy Team here.

Intro and outro music by AShamaluevMusic

Today's slide deck: https://bit.ly/3VaVYnU   -

Click here to open an account with Saxo   -

Today we look at whether investors have anything left to express in global markets for the balance of this calendar year after the traumatic experience for portfolios that 2022 has delivered. We delve into the latest on Tesla as its stock price continues to crater, we check in on FX positioning and special impacts on the US dollar from debt ceiling shenanigans that are afoot once again head of the new Congress set to take charge in two weeks time, look at precious metals technicals, stocks to watch this week and more. Today's pod features Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.

Read daily in-depth market updates from the Saxo Market Call and Saxo Strategy Team here.

Intro and outro music by AShamaluevMusic

Today's slide deck: https://bit.ly/3UZqbGx

Click here to open an account with Saxo   -

Today we look at an ugly day for global equity markets, with a bloodbath in Europe yesterday on a suddenly over-ambitious ECB that surprised with maximum hawkishness and spiked European rates, even if this ECB will hardly be able to carry out significantly more tightening than its global central bank peers from here. The Bank of England, meanwhile, surprised on the dovish side, taking down sterling several notches. We also look at natural gas and commodity backwardation perspectives, an interesting signal from First Quantum Mineral's run-in with Panama's government, earnings for the week ahead and more. Today's pod features Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.

Read daily in-depth market updates from the Saxo Market Call and Saxo Strategy Team here.

Intro and outro music by AShamaluevMusic