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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
Thursday Jan 23, 2020
Thursday Jan 23, 2020
Today's slide deck: bit.ly/2TPV1Wo
Today we discuss ongoing concern on the corona virus outbreak and how it is propagating through markets, preview our Q1 Outlook, which has been released today on analysis.saxo and have a look at many individual stories of interest, including weak crude oil prices and a sharply weaker CAD after yesterday's Bank of Canada meeting. Today with Ole Hansen on commodities and John J. Hardy on FX.
Wednesday Jan 22, 2020
Wednesday Jan 22, 2020
Today's slide deck: https://bit.ly/2RHL76a
Today we discuss the market's rapid recovery from the sell-off triggered by concerns linked to the Chinese corona virus, look at the US dollar trading at 2020 highs, discuss today's Bank of Canada meeting and potential to move USDCAD, as well as an update on oil, gold and grains. Today with Ole Hansen on commodities and John J. Hardy on FX.
Tuesday Jan 21, 2020
Tuesday Jan 21, 2020
Today's slide deck: https://bit.ly/30PZyJX
Today we discussed the sudden reaction to the worrisome outbreak of a new coronavirus in China as human-to-human transmission has now been confirmed just ahead of the widespread travel in China in connection with New Year celebrations. We discuss the potential for further reaction, Boeing's latest woes and have a look at highlights of the Macro and Earnings calendars. Today with Peter Garnry on equities and John J. Hardy on FX.
Monday Jan 20, 2020
Monday Jan 20, 2020
Today's slide deck: bit.ly/2TLYsNs
Today we discuss the rising oil prices as the Libya conflicts increase risk of major oil supply disruptions. We also focus on the ongoing plunge in US natural gas prices as the mild winter weather curbs demand. On equities we show how the energy sector needs higher oil prices to be attractive and that earnings expectations in China are rising fast as macro improves. Today with Ole Hansen on commodities and Peter Garnry on equities.
Friday Jan 17, 2020
Friday Jan 17, 2020
Today's slide deck: https://bit.ly/3anBrGT
Today we discuss whether anything can stop this equity market - take a look at some of the latest US economic data and have a look at doubts around the US-China trade deal as well as a preview of next week's macro calendar. Today with Ole Hansen on commodities, Peter Garnry on equities and John J. Hardy on FX.
Thursday Jan 16, 2020
Thursday Jan 16, 2020
Today's slide deck: https://bit.ly/2u8JPcj
Today we discuss where the equity and currency markets will focus their attention now that we are on the other side of the US-China trade deal signing. Also a look at the status of the US dollar and especially CHF, one of the few currencies on the move at the moment, together with a look at upcoming earnings releases. Today with Peter Garnry on equities and John J. Hardy on FX.
Wednesday Jan 15, 2020
Wednesday Jan 15, 2020
Today's slide deck here: https://bit.ly/30nPXd5
Today we discussed the surprise that US tariffs will remain on imports from China as part of the trade deal, which is set to be signed today. We also looked at our ongoing concerns of short term disruptive correction risks in the equity market, record low readings in FX volatility, US treasuries and more. Today with Peter Garnry on equities and John J. Hardy on FX.
Tuesday Jan 14, 2020
Tuesday Jan 14, 2020
Today's slide deck: https://bit.ly/2QP17Eu
Today a discussion of the current state of the equity market and whether it has gone too far too fast as shorts have been squeezed mercilessly. As well a preview of earnings season, thoughts on USDJPY as it tries above 110.00 and much more. Today with Peter Garnry on equities and John J. Hardy on FX.