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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 May 20, 2020
Wednesday May 20, 2020
Today's slide deck: bit.ly/2ZmUGNw
Today we discuss the impact on equities and Moderna's stock price as vaccine experts are questioning the biotechnology company's phase 1 study. US equities and the USD are at pivotal levels so important session ahead. Positioning in US equities is aggressive with low put/call ratio and still strong technical sentiment. We also discuss the rally silver spot and Brent crude hitting resistance levels from April. Today with Peter Garnry on equities and John J. Hardy on FX.
Tuesday May 19, 2020
Tuesday May 19, 2020
Today's slide deck: https://bit.ly/3dW0FwM
Today we discuss the strong rally extension in global equities on hopes from early trials of a vaccine by US biotech company Moderna announced yesterday, concerns for US banks on the risk of US government lending crowding out their activity, the strong EUR on signs of German solidarity with the EU, and much more. Today with Peter Garnry on equities and John J. Hardy on FX.
Monday May 18, 2020
Monday May 18, 2020
Today's slide deck: https://bit.ly/3dSoUvV
Today we discuss the strong start to this week's trading as a Powell interview at the weekend is perhaps behind the strong risk sentiment to start the week. Also on the agenda, the extension of the recent spiek in silver, Warren Buffett's latest portfolio adjustments and what they might mean and much more. Today with Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy on FX.
Friday May 15, 2020
Friday May 15, 2020
Today's slide deck: https://bit.ly/2Z4Haht
Today we look at yesterday's late comeback rally in equities as key support was under strain and a linked sell-off in the US dollar that keeps those markets in technical limbo for now. The headline grabber yesterday was the fresh surge in precious metals, with silver taking full part. Elsewhere, we talk US-China tensions, the oil outlook, Covid19 testing issues and much more. Today with Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy on FX.
Thursday May 14, 2020
Thursday May 14, 2020
Today's slide deck: https://bit.ly/2y50Pmm
Today we discuss another weak session for equities yesterday and the proximity of key levels that may indicate a larger breakdown in the market. Also on the agenda, whether the US dollar is set to rise and serve as a possible wrecking ball for risk sentiment as well, a bitcoin focus after its recent rise and the "halving" process and much more on the call. Today with Kay Van-Petersen on bitcoin, Peter Garnry on equities, and John J. Hardy on FX.
Wednesday May 13, 2020
Wednesday May 13, 2020
Today's slide deck: https://bit.ly/3ct05X5
Today we discuss yesterday's weak US equity session and the recent tendency for "smart money" late-session sell-offs and ponder the largest rise in the VIX since mid-March. Elsewhere, plenty going on in FX markets with NZD and NOK on the move. Crude oil, gold, today's speech from Powell and much more on the call. Today with Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy on FX.
Tuesday May 12, 2020
Tuesday May 12, 2020
Today's slide deck: https://bit.ly/2Wm8xSo
Today we discuss the ongoing divergence in the huge US megacap and speculative tech plays relative to the broader market and wonder where the catalyst is for any eventual change in behavior. We also discuss the US dollar pushing toward a potential break higher and whether this could set the market on edge. US Treasury auctions and crude oil and more on the call. Today with Peter Garnry on equities, Ole Hansen on equities and John J. Hardy on FX.
Monday May 11, 2020
Monday May 11, 2020
Today's slide deck: https://bit.ly/2SUadjK
Today we discuss the ongoing extension of divergences in the US megacap stocks versus the broader market and ponder pivotal resistance this week in the broader S&P 500. We also look at a key week ahead for US treasuries with a series of large auctions of longer term public debt and the implications for the USD, particularly USDJPY. Crude oil, metals and much more on the call. Today with Peter Garnry on equities, Ole Hansen on commodities, and John J. Hardy on FX.