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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 Mar 25, 2020
Wednesday Mar 25, 2020
This is a Special Edition of our Saxo Market Call podcast in which we take a step back from the day-to-day and have a look at how markets, policy, the economy, and even society are set to shape up during and after this crisis. Included are some thoughts on what assets are set to perform best as we transition through the crisis and eventually to the other side - a written brief will be available soon and we will link to that from this podcast description. On this call are Steen Jakobsen, Chief Economist, Peter Garnry on Equities, Ole Hansen on commodities and John J. Hardy on Currencies.
Wednesday Mar 25, 2020
Wednesday Mar 25, 2020
Today's slide deck: bit.ly/3duEgHq
Today we discuss yesterday's historic bounce in US equity markets as markets look forward to a huge rescue package to be signed as soon as later today. We also talk the tremendous implications of the EU's coming "coronabonds", the physical deliver situation rocking the gold market and the interest in getting constructive on the market outlook in the near term.
Tuesday Mar 24, 2020
Tuesday Mar 24, 2020
Today's slide deck: bit.ly/2wB87NV
Today we discussed the massive Fed move yesterday, by far the largest attempt to backstop the system yet, and why the market wasn't able to sustain a bid for long before changing its mind slightly overnight. We also talk quarter end and portfolio rebalancing potential, technical perspective, the reaction in precious metals to yesterday's developments. Today with Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy on FX.
Monday Mar 23, 2020
Monday Mar 23, 2020
Today's slide deck: bit.ly/3adgrlp
Today we discuss the ugly start to the week after the US Congress failed to put together a rescue package last night and where we are looking for signs that this market can turn the corner and find support. Today with Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy on FX.
Friday Mar 20, 2020
Friday Mar 20, 2020
Today's slide deck: https://bit.ly/33zBmwD
Today we discussed the huge rally in oil markets yesterday and whether this is at the root of a revival of market sentiment after a solid session in Asia and some signs of risk taking in market internals yesterday. A strong discussion today and a critical day ahead as markets need to pull together a solid close ahead of the weekend.
Thursday Mar 19, 2020
Thursday Mar 19, 2020
Today's slide deck: https://bit.ly/33AEDM7
Today we discuss the ECB's big move into further QE late yesterday, likely aimed most at shoring up confidence in peripheral bonds, the RBA cutting to the lower bound and launching a rafter of other measures, the huge further drop in oil and what, if anything, could stabilize the situation from here. Today with Eleanor Creagh, our chief strategist in Australia, Ole Hansen on commodities and John J. Hardy on FX.
Wednesday Mar 18, 2020
Wednesday Mar 18, 2020
Today's slide deck: https://bit.ly/2wjWF94
Today we discussed the EU and US authorities' ongoing attempts to get ahead of the contagion from the coronavirus outbreak into global markets and the economy. Also a great discussion on the drivers of a weaker gold price as real interest rates spike higher. On the call were Christopher Dembik on macro, Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy on FX.
Tuesday Mar 17, 2020
Tuesday Mar 17, 2020
Today's slide deck: bit.ly/2ITlOKM
Today we discuss the ugly session in the US yesterday as well as the bounce overnight and where we are looking for signs of stabilization as policymakers race to get ahead of the contagion from the virus into the economy and markets. Today with Ole Hansen on commodities, Peter Garnry on equities and John J. Hardy on FX.