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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
Wednesday Aug 05, 2020
Wednesday Aug 05, 2020
Today's slide deck: https://bit.ly/2PmWRKM -
Today we look at record highs for gold, the Nasdaq 100 and US treasuries and ponder the drivers, correlations and perhaps the sense of cognitive dissonance as well. A look at the Turkish lira risks, individual equity stories and much more on the call. Today with Peter Garnry on equities and John J. Hardy on FX.
Tuesday Aug 04, 2020
Tuesday Aug 04, 2020
Today's slide deck: bit.ly/2DADlYM -
Today we look at US equities pulling to new highs for the cycle, while volatility indicators continue to signal a reluctance to get too complacent. Europe also posted a solid comeback. We also look at enormous price hop in Natural Gas yesterday in the US and possible takeaways of interest, take status of the US dollar, strength in various equity themes and much more. today with Peter Garnry on equities and John J. Hardy on FX.
Monday Aug 03, 2020
Monday Aug 03, 2020
Today's slide deck: bit.ly/2DpHIpk -
Today we look at the large divergence in the performance of US and European equities last week and the drivers of that divergence. In currencies, we check in on the status of the US dollar after a forceful comeback attempt on Friday, particularly decisive for USDJPY. A look at individual equity stories of note and the drivers of the recently sharply weaker ruble also in focus. Today with Peter Garnry on equities and John J. Hardy on FX.
Friday Jul 31, 2020
Friday Jul 31, 2020
Today's slide deck: https://bit.ly/39H4JQw -
Today a look at the blowout earnings reports from the four US megacaps Apple, Alphabet, Facebook and Amazon yesterday, while noting the strong divergence in US and European equity markets yesterday, as well as the cognitive dissonance of watching US 10-year yields edge towards record lows on safe haven bond strength and lack of supportive backdrop for the weak USD narrative at the moment. Today with John J. Hardy.
Thursday Jul 30, 2020
Thursday Jul 30, 2020
Today's slide deck: bit.ly/30UZmcE -
Today a look at the rather indifferent FOMC meeting, even if important themes were discussed by Powell during the presser. Elsewhere, the standoff between the Trump administration and Congress on further stimulus is the chief concern of the moment, with equity traders zeroing in on today's mother lode of earnings reports from Apple, Alphabet, Amazon and Facebook. Today with John J. Hardy.
Wednesday Jul 29, 2020
Wednesday Jul 29, 2020
Today's slide deck: https://bit.ly/2Eo3WZe -
Today we look at the solid move lower in the US dollar, with particular focus on USDJPY and USDCHF, but also whether AUDUSD is decoupling from risk appetite swings. More on the latest precious metals gyrations, equity technicals, key earnings and the FOMC on tap and much more. Today with John J. Hardy.
Tuesday Jul 28, 2020
Tuesday Jul 28, 2020
Today's slide deck: bit.ly/2DelgPK
Today we look at the disconcerting air pocket in precious metals overnight in the wake of another strong advance, talk US earnings season, US equity market technicals, the US dollar and more. Today with John J. Hardy.
Monday Jul 27, 2020
Monday Jul 27, 2020
Today's slide deck: https://bit.ly/39vXFGj
Today we look at the factors driving gold to an all-time high and discuss the heady cocktail of event risks this week as US markets face a blitz of earnings reports, questions over the next round of fiscal stimulus loom, and geopolitical tensions are heating up. Markets are at technically pivotal levels as well after a stumble last week. Today with Saxo CIO Steen Jakobsen and host John J. Hardy, Saxo Head of FX Strategy.