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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
Tuesday Feb 25, 2020
Tuesday Feb 25, 2020
Today's slide deck: bit.ly/2HUKq5i
Yes, statistically it has paid to buy ugly Monday meltdowns - "since 2009" as so many have stated, but we remain very cautious here as market regimes always change at some point and we see few reasons to signal the all-clear in these markets. Today's episode with Ole Hansen on commodities and John J. Hardy on FX and Macro.
Monday Feb 24, 2020
Monday Feb 24, 2020
Today's slide deck: bit.ly/3ccKriW
Today we talk about the aggressive contagion across all markets from concerns that the coronavirus fallout will continue to expand after a worrisome weekend. We also round-up additional stories that unfolded ahead of and during the weekend that are adding to negative sentiment at the margin. Today with Ole Hansen on commodities and John J. Hardy on FX.
Friday Feb 21, 2020
Friday Feb 21, 2020
Today's slide deck: bit.ly/2HGV5R1
Today we discussed whether the market is finally catching onto the risks of a more profound and sustained impact to economic activity from the coronavirus outbreak, conflicting US data, how to trade a longer term EURUSD rally and much more. Today with Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy on FX.
Thursday Feb 20, 2020
Thursday Feb 20, 2020
Find graphics related to today's podcast on Twitter @saxomarketcall
Today we discuss one of the biggest moves in USDJPY based on average-trading-range in 20 years and the implications for markets. We also discuss the equity rally, that is detaching from fundamentals, oil, gold, luxury stocks, earnings and the Democratic debate last night. Today with Ole Hansen on commodities, Peter Garnry on equities and Steen Jakobsen on macro.
Wednesday Feb 19, 2020
Wednesday Feb 19, 2020
Find graphics related to today's podcast on Twitter @saxomarketcall
Today we discuss how the market can't even maintain a single full session of risk-off and what is driving the market higher again, and why gold is at an all time high versus a rising number of currencies. Today with Ole Hansen on commodities, Peter Garnry on equities and John J. Hardy on FX.
Tuesday Feb 18, 2020
Tuesday Feb 18, 2020
Find us on Twitter @saxomarketcall , where we post graphics for the day's show and you can send your questions and comments.
Today we discuss the dissonance in the intermarket environment, with signs of both safe haven seeking and an ongoing extreme reach for yield, dig into specific commodity stories of interest, discuss gold and whether it is time for a bit of froth-reduction in risky assets. Today with Ole Hansen on commodities and John J. Hardy on FX.
Monday Feb 17, 2020
Monday Feb 17, 2020
Today's slide deck: https://bit.ly/2HtQQrV
Today we discuss where to look for ongoing impact from the coronavirus outbreak, as equity markets are offering little information value here. The first heavier batch of data points that will begin to show the impact outside China from the outbreak are ahead later this week, as well as earnings and outlooks from some major mining companies. Today with Ole Hansen on commodities, Peter Garnry on equities and John J. Hardy on FX.
Thursday Feb 13, 2020
Thursday Feb 13, 2020
Today's slide deck: https://bit.ly/38qTlqD
Today we are joined by Saxo CIO Steen Jakobsen, who points out the important unknowns of the coronavirus situation and the fallout risks. The discussion also moves to the woes in Europe, the ongoing decline in EURCHF, the US presidential race and more.