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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
Dec 21, 2020
Dec 21, 2020
36 min
Slide deck for the Saxo 2021 Outrageous Predictions: https://bit.ly/3pp7Bsf -
Saxo 2021 Outrageous Predictions website: http://bit.ly/3h7JLOx -
In this Special Edition podcast, we take a look the thinking and themes that drove the creation of our list of Saxo 2021 Outrageous Predictions, our yearly exercise in coming up with 10 unlikely - but possible - events that could unfold in the New Year. From the unintended consequences of the Green Transformation, to nuclear fusion and what people on Universal Basic Income will spend their time on, there is plenty to chew on here. On the call are Saxo Chief Investment Officer Steen Jakobsen, Saxo Australia Market Strategist Eleanor Creagh, and hosting, Saxo Head of FX Strategy John J. Hardy
Dec 21, 2020
Dec 21, 2020
16 min
Today's slide deck: https://bit.ly/3mwqV4Q -
The market is starting the week in a different place from where it closed last week, as a new hyper-contagious Covid-19 strain has been discovered in the UK, which is feeling even more isolated as the Brexit negotiation window winds down and travel links are rapidly being cut. Oil is feeling the impact of new virus fears, but the iron ore spike higher actually accelerated. We also generally express concern that equity markets may have run too high, too fast. Today's call with Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.
Dec 18, 2020
Dec 18, 2020
18 min
Today's slide deck: https://bit.ly/2IZu9Qw -
Today we look at the latest extension of US equities to all-time highs yesterday and look at a number of factors that have us concerned that market sentiment remains stretched on the bullish side. Also a dive into a number of individual equity stories, from FedEx to Vestas and the highly anticipated CoinDesk IPO. Today with Peter Garnry on equities and John J. Hardy hosting and on FX.
Dec 17, 2020
Dec 17, 2020
24 min
Today's slide deck: https://bit.ly/3gUZRea -
Today we run through last night's FOMC meeting and how quickly the market brushed off the initial disappointment that the Fed is not ready to roll out new easing measures this time around. We also look at the surge in Bitcoin as institutional money is getting involved in the space, run through a fresh anti-trust threat against Google in the US, ponder the lack of reactivity in US treasuries after the FOMC meeting and much more. Today with Peter Garnry on equities, Althea Spinozzi on fixed income, Ole Hansen on commodities and John J. Hardy hosting and on FX.
Dec 16, 2020
Dec 16, 2020
15 min
Today's slide deck: https://bit.ly/3aeJXu3 -
Today we discuss the significant comeback in US equities yesterday, led by a very strong Apple on its intent to ramp up production or next year. Also, a look into gross margins and whether they can remain as elevated as they are today given the limitations of the physical world and potential for rising commodity prices. We also discuss silver, crude oil, USDJPY breakdown potential and whether tonight's FOMC meeting could disappoint expectations for more easing. Today with Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.
Dec 15, 2020
Dec 15, 2020
23 min
Today's slide deck: https://bit.ly/2JYGIMG -
Today we look at the latest market action, discuss the FOMC meeting and what the market is looking for from the Fed and how sensitive it will prove if it doesn't get what it is expecting. Also, a look at long term investment themes in EM and biotech, uranium-linked equities on fire, whether Robert Shiller is suddenly folding on CAPE over-valuation risks, and much more. Today with Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.
Dec 14, 2020
Dec 14, 2020
22 min
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.
Dec 11, 2020
Dec 11, 2020
22 min
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.