Saxo Market Call

Brace for Monday, as a new era now begins

In today's podcast, we look at what has taken shape this week across markets this week, especially the drop in US treasury yields. Above all, however we discuss what we and the markets are bracing for as Trump 2.0 kicks off with Monday's inauguration event in Washington DC, a day that US markets are also closed for MLK day. Today's podcast features Ole Hansen, Head of Commodity Strategy and John J. Hardy, Chief Macro Strategist.

See John's Q1 Macro Outlook here. See John's Q1 FX Outlook here. See Ole's Q1 Commodity Outlook here. See Charu's Equity Outlook here. 

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

Please reach out to us at marketcall@saxobank.com for feedback and questions.

Click here to open an account with Saxo.

Tilting towards Trump 2.0

With just six days to go to president-elect Trump's second Inauguration Day, we look at the lay of the land and how markets are anticipating the big incoming policy shifts, especially the shape of incoming tariffs. We also look at factors driving the strong start in global commodity markets to start the year, the impact of sanctions on Russian oil and gas assets and upcoming event risks this week.

Today's episode features Saxo Head of Commodity Strategy Ole Hansen, with Chief Macro Strategist John J. Hardy hosting.

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

Please reach out to us at marketcall@saxobank.com for feedback and questions.

Click here to open an account with Saxo.

A wild ride in 2025 awaits

As 2024 draws to a close, the topic of the final podcast of the year is the biggest headlines of this year and what is to come in 2025. Experts are Chief Macro Strategist John J. Hardy and Head of Commodity Strategy Ole S. Hansen.

We will be back in January and wish you all a joyful festive season and a happy New Year.

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

Click here to open an account with Saxo.

Coffee hits record highs. Plus: an Outrageous Prediction from an esteemed listener.

Today Chief Macro Strategist John J. Hardy and Head of Commodity Strategy Ole Hansen discuss the week's events thus far, including rumbles from China on the potential for new stimulus, Australia's RBA meeting, US treasury yields, but especially the crazy ride in coffee, which finally posted a new record high for the first time since 1977.

We end today's pod with an interview of the runner-up in our Outrageous Prediction competition, who contributed a great OP about amazing things to come from Argentina next year. 

Read all of the Outrageous Predictions here.

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

Click here to open an account with Saxo.

Outrageous Predictions spectacular

'Tis the season for Saxo's always popular Outrageous Predictions. That's what this episode is all about, as Chief Macro Strategist gives some insights into this year's wild forecast. With Søren Otto in the studio. 

Read all of the Outrageous Predictions here.

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

Click here to open an account with Saxo.

Will gold enjoy a Santa rally for the eight year in a row?

After a week's hiatus, the Saxo Market Call is back and this time, Søren Otto is joined by Head of Commodity Strategy, Ole S. Hansen. The two discuss why gold may be more interesting than oil and why weather is starting to make its impact on a wide variety of commodities.

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

Click here to open an account with Saxo.

Why timing of German government collapse wasn't a coincidence

In this week’s Saxo Market Call, Søren Otto is joined by Chief Macro Strategist, John J. Hardy and Head of Fixed Income, Althea Spinozzi to take the temperature of the markets one week removed from the US election. They dive deep into how bond markets, Bitcoin craze and the newly called German election.

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

Click here to open an account with Saxo.

US election extravaganza

No big surprises here - this is all about the US election and the market reactions associated with it.

John J. Hardy, Chief Macro Strategist and Ole S. Hansen, Head of Commodity Strategy are the experts. Søren Otto is the host.

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

Click here to open an account with Saxo.