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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
Friday Oct 09, 2020
Friday Oct 09, 2020
Today's slide deck: bit.ly/3nuPwIV -
Today we look at the positive mood in the US equity market and the narrative driving that mood around stimulus prospects and whether the market's complacent stance is justified. We also look into the global grain market supply situation as wheat hits five year highs, contrast US and European small cap performance and much more. Today with Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.
Thursday Oct 08, 2020
Thursday Oct 08, 2020
Today's slide deck: bit.ly/36Gjjsc -
Today we look at the US equity market's latest broad surge, discuss the K-shaped recovery and the market's possibly mistakenly complacent assumptions about policy under a Biden presidency (assuming a Democratic control of the Senate), wheat prices pushing on multi-year highs and much more. Today with Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.
Wednesday Oct 07, 2020
Wednesday Oct 07, 2020
Today's slide deck: https://bit.ly/36FUtZi -
Today we look at US President Trump's tweet storm late yesterday in which he asked Republican colleagues to halt negotiations with House Democrats on further stimulus as he is only willing to agree to very limited measures until a possible second term. We look at the implications of this development across markets and much more. Today with Althea Spinozzi on bonds, Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.
Tuesday Oct 06, 2020
Tuesday Oct 06, 2020
Today's slide deck: bit.ly/3liHgtD -
Today we talk Trump's return to the White House and the interesting Regeneron therapy he received, but spend most of our time dissecting the significant spike in US yields yesterday and the implications if long yields continue to rise. Today with Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.
Monday Oct 05, 2020
Monday Oct 05, 2020
Today's slide deck: https://bit.ly/3d6ap8v -
Today we look at what could prove a very choppy week ahead, with the overhanging question of US President Trump's health, the fate of US stimulus and the beginnings of earnings season all on the agenda this week. We also look at whether the US treasury market is signaling inflation worries and speculative positioning there, developments in Facebook, key commodities, the US dollar and more. Today with Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.
Friday Oct 02, 2020
Friday Oct 02, 2020
Today's slide deck: https://bit.ly/34huBjN -
Today we look at the shock news this morning that US President Trump and his wife have tested positive for Covid-19 and sift through the market reaction, as well as the huge drop before that shock news in copper prices in particular and the tactical challenge that provides for the reflationary narrative. Today with Peter Garnry on equities, Ole Hansen on commodities and John J. Hosting and on FX.
Thursday Oct 01, 2020
Thursday Oct 01, 2020
Today's slide deck: https://bit.ly/3ijuYPR -
Today we look at the choppy comeback in US equities on stimulus headlines, we note the sudden, if small spike in US treasury yields and look at the USD falling back to pivotal levels that, if crossed, suggest we are tilting back toward a USD downtrend. In commodities, the agricultural space demands our attention as grain prices spiked significantly. In equities we look at Rolls Royce, H&M and the Palantir and Asana IPOs. Today with Peter Garnry on equities, Ole Hansen on Commodities and John J. Hardy hosting and on FX.
Wednesday Sep 30, 2020
Wednesday Sep 30, 2020
Today's slide deck: bit.ly/3cJyyl2 -
Today we look at the curious market behaviour over and after the first presidential debate between Biden and Trump late yesterday, which was neither presidential nor much of a debate and ponder why the market reacted the way it did in its wake. Specific equity stories and fixed income perspectives also on the call. Today with Peter Garnry on equities, Althea Spinozzi on bonds, and John J. Hardy hosting and on FX.