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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
Jan 24, 2020
Jan 24, 2020
47 min
Slidedeck link: https://bit.ly/2vjuJS5
Commodities have witnessed a volatile beginning to 2020 with geopolitical tensions, trade deal optimism/skepticism and more recently the corona virus outbreak creating both challenges and opportunities. In this update we take a closer look at some of the major commodities the mentioned events and the climate and inflation focus may impact these in 2020
Jan 24, 2020
Jan 24, 2020
19 min
Today's slide deck: bit.ly/2sP6fz4
Today the team discussed the drop in the euro after a dovish ECB, the ongoing fallout from the Wuhan coronavirus, sterling prospects ahead of next week's BoE meeting, equity earnings on tap, and signs of heavy hedging interest well ahead of the US election. Today with Ole Hansen on Commodities, Peter Garnry on equities and John J. Hardy on FX.
Jan 23, 2020
Jan 23, 2020
16 min
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.
Jan 22, 2020
Jan 22, 2020
11 min
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.
Jan 21, 2020
Jan 21, 2020
16 min
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.
Jan 20, 2020
Jan 20, 2020
13 min
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.
Jan 17, 2020
Jan 17, 2020
16 min
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.
Jan 16, 2020
Jan 16, 2020
13 min
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.