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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 across asset classes, from forex and rates to equities and commodities.
Episodes
Monday Dec 14, 2020
Monday Dec 14, 2020
Today's slide deck: https://bit.ly/3oTexx9 -
Today we tease an upcoming Webinar we are hosting tomorrow discussing the prospects for the energy sector from here as this important sector may have reached a kind of absolute low in 2020 from crashing oil prices and investor neglect. We also preview this Wednesday's FOMC meeting, discuss the incredible surge in Disney stock, look at the current high volatility regime, important levels in precious metals, the status on the US dollar and more. Today with Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.
Friday Dec 11, 2020
Friday Dec 11, 2020
Today's slide deck: https://bit.ly/2W2Flir -
Today we look at the speculative excess in corners of the US market as underlined further by the frothy IPO for AirBnB. Elsewhere, a reassessment of the real risks of a No Deal Brexit as the signs of a stand-off deepen (and even if a "No Deal" means a transition period for the post-Brexit terms). Some commodities are seeing speculative froth as well, particularly iron ore. Much more on the call. Today with Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.
Thursday Dec 10, 2020
Thursday Dec 10, 2020
Today's slide deck: https://bit.ly/37U761U -
Today we look at movers and shakers in the commodity market, particularly iron ore, which is tearing higher at an accelerating pace lately. But with so much focus on the US megacap stocks and suddenly the worst day for markets in nearly a month, we spent considerable energy looking into what drove the sentiment shift, in particular the new move by US anti-trust authorities against Facebook. The latest on Brexit, thoughts on the ECB and more on the call. Today with Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.
Wednesday Dec 09, 2020
Wednesday Dec 09, 2020
Today's slide deck: https://bit.ly/3qIq3NC -
Today we look at the continued solid bid in risk sentiment while noting a few signs of extremely stretched sentiment in equity options and especially in Tesla options. Also a look at the strong demand for disaster insurance in GBP options as Brexit crunch time has truly arrived, while Gilts are also heavily bid.. Surging industrial metals are the highlight in the commodity space, while fixed income traders should be fixated on US treasury auctions through tomorrow's T-bond auction. Today with Althea Spinozzi on fixed income, Ole Hansen on commodities and John J. Hardy hosting and on FX.
Tuesday Dec 08, 2020
Tuesday Dec 08, 2020
Today's slide deck: https://bit.ly/36WBSIu -
Today we discuss the low volatility that has suddenly hit many markets including equities despite a few pockets with Tesla being one of those stocks that gained another 6% yesterday. We highlight the Tesla surge with the disconnect that is that Tesla is losing ground in Europe, the biggest EV market in the world, to Volkswagen and Renault. More stimulus talks in both the US and Japan, while Europe is finalizing its big Covid-19 stimulus package, had gold galloping yesterday We are also releasing our Outrageous Predictions 2021 today, which this year is called "the Future is Now" and describes an outrageous future and its implications for financial markets. Today with Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.
Monday Dec 07, 2020
Monday Dec 07, 2020
Today's slide deck: https://bit.ly/3mQfjur -
Today we look at how global equity markets are priced for perfection, suggesting that any slip-up in the optimistic narrative could lead to considerable new volatility. Also, a look at China's currency trading at new highs overnight, thoughts on sterling post-Brexit, grains, commodity traders' positioning, AirBnB and DoorDash IPO's and more. Today with Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.
Friday Dec 04, 2020
Friday Dec 04, 2020
Today's slide deck: https://bit.ly/3ogNOKK -
Today we highlight Asian equities as China continues to ride high, helped by stimulus from the rest of the world, and countries feeding into the Chinese economy are likewise enjoying notable strength. We also dive into the latest inflationary signals from shipping rates, look at a compelling e-commerce story, the boost to oil from the OPEC meeting, and whether the US jobs report today could produce a disappointment. Today with Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.
Thursday Dec 03, 2020
Thursday Dec 03, 2020
Today's slide deck: https://bit.ly/3lDEVcu -
Today we highlight the incredible surge in equity call option trading in the US this year and especially in recent weeks and ponder whether the underlying market structure risks a significant market dislocation event on any exogenous shock - i.e., a proper crash. We also highlight important equity, commodity and equity stories while encouraging everyone to keep an eye on US yields as a potential gamechanger if yields continue to rise. Today with Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.