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PODCAST

Saxo Market Call

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.

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All Episodes

23:10

Trump's risky gambit

Saxo Market Call ·

2025/02/14

Today's slide deck: https://bit.ly/4jWq1NY -Today we sift through the market reaction to Trump's announcement of reciprocal tariffs, with the market celebrating their delayed implementation until at least after the April 1 report on US trade policy. We also discuss the mostly wound-down US earnings season, which has proven the best in three years, the big reversal in bond yields, developments in FX and some great links/must reads (see slide deck link) for those trying to grasp the Trump

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22:34

How the USD bear case finds confirmation

Saxo Market Call ·

2025/02/11

Today's slide deck: https://bit.ly/417UZv0 -While we have made the USD bear case to materialize at some point, we don't have much in the way of confirmation that it will arrive sooner rather than later, even if USDJPY may have posted a significant top. Today, a look at what is needed to get that confirmation while also running through the news of the day and what to watch for next across asset classes. Hosting today's podcast is John J. Hardy, Global Head of Macro Strategy. Read daily in-depth

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24:48

The US dollar bear case

Saxo Market Call ·

2025/02/07

Today's slide deck: https://bit.ly/3ECSW9o -Today, we round up Amazon.com's results and the refrain we are hearing from them that rhymes with Meta, Microsoft and Alphabet's complaints on capacity constraints and the need for massive further capital expenditures to build out data centers. And that being the case, how to position the DeepSeek news? Also on this podcast, Macro Strategist John J. Hardy lays out the US dollar bearish case as the US government will find that its chief priority is

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18:55

Mag 7 risks underappreciated?

Saxo Market Call ·

2025/02/05

Today's slide deck: https://bit.ly/4gs9L4q -Today we discuss the weakness in US tech sector after the close yesterday on Google's operational results and huge cap-ex spending plans and on AMD's weak forecast. As well, a look at the frictions already developing after 10% tariffs against China went ahead yesterday, together with the risks from AI disappointments to China exposure in most of the Mag 7 stocks. Elsewhere, the US dollar is falling and the JPY is surging after US 10-year rates have

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20:34

If new Trump tariffs stick, markets have only just...

Saxo Market Call ·

2025/02/03

Today's slide deck: https://bit.ly/3CyH5bX -Trump delivered on the comprehensive tariffs he promised at the weekend against Canada, Mexico and China, although they don't actually go into effect until 12:01 a.m (0501 GMT) tonight. That's when we find out how much the market is hoping that we somehow see Trump climb down from imposing these tariffs at the last moment. Today we discuss the quite modest market reaction to this momentous news and what to look for next across asset classes, from

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26:46

Does the market think Trump is bluffing?

Saxo Market Call ·

2025/01/31

Today's slide deck: https://bit.ly/40SLUGiToday we look at the tepid market reaction to Trump's threat of imminent tariffs on Canada and Mexico as we wonder whether the market refuses to react until the tariffs are actually in force, thinking some last minute deal will avoid them. Also, lots to sift through in the blitz of earnings announcements incoming this week and next, as well as some thoughts on the ECB, EURUSD and macro data in store for us in the coming week. On today's pod were Global Head

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17:55

The DeepSeek winners emerge

Saxo Market Call ·

2025/01/29

Today we sort through the quite mixed counter-reaction to the DeepSeek news that hit the market so hard at the start of the week, noting the raft of companies that have now surged after the initial reaction as lower cost AI models are seen as powering lower cost AI solutions. We also look at the commodities complex, where softs and grains are stealing the spotlight. The latest on earnings, FOMC preview and more also on the show, now with the return of the slide deck (link below)! Today's episode

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15:51

DeepSeeking missile strikes global markets

Saxo Market Call ·

2025/01/27

The news of China's DeepSeek AI model suddenly gained critical mass at the weekend and triggered an avalanche of selling across the incumbent AI space as the implications of this possibly profound disruptor became clearer. Across the board deleveraging, with special intensity in AI-related tech names is the order of the day as bonds found a safety bid and the JPY did likewise. On today's podcast were John J. Hardy, Chief Macro Strategist and Ole S. Hansen, Head of Commodity Strategy. Read daily

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15:57

Four days in, Trump continues to dominate headlines,...

Saxo Market Call ·

2025/01/24

Today we look at the latest flurry of Trump headlines and whether we are any the wiser on where tariff policies are headed, even as the market takes some encouragement. We sort through some of the next questions to ask about Trump policy as well, especially whether he'll get what he wants from the oil and gas market: lower prices. Elsewhere, the market is issuing a collective yawn after the BoJ hike overnight. And we flag the big event risks of next week and an interesting US option market indicator

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17:59

Trump 2.0 swings into action

Saxo Market Call ·

2025/01/21

The day after Trump's inaugural address, we sort through the interesting things that Trump said as well as what went unsaid and break down some of the ensuing market action, most of which was quite modest after the WSJ broke a key story indicating Trump would not be announcing any tariffs until federal agencies were tasked with investigating key countries. Today's episode features John J. Hardy, Chief Macro Strategist and Ole Hansen, Head of Commodities Strategy.See John's Q1 Macro Outlook here

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24:36

Brace for Monday, as a new era now begins

Saxo Market Call ·

2025/01/17

In today's podcast, we look at what has taken shape this week across markets this week, especially the drop in US treasury yields. Above all, however we discuss what we and the markets are bracing for as Trump 2.0 kicks off with Monday's inauguration event in Washington DC, a day that US markets are also closed for MLK day. Today's podcast features Ole Hansen, Head of Commodity Strategy and John J. Hardy, Chief Macro Strategist.See John's Q1 Macro Outlook here. See John's Q1 FX Outlook here. See

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20:06

Tilting towards Trump 2.0

Saxo Market Call ·

2025/01/14

With just six days to go to president-elect Trump's second Inauguration Day, we look at the lay of the land and how markets are anticipating the big incoming policy shifts, especially the shape of incoming tariffs. We also look at factors driving the strong start in global commodity markets to start the year, the impact of sanctions on Russian oil and gas assets and upcoming event risks this week. Today's episode features Saxo Head of Commodity Strategy Ole Hansen, with Chief Macro Strategist John

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33:44

A wild ride in 2025 awaits

Saxo Market Call ·

2024/12/17

As 2024 draws to a close, the topic of the final podcast of the year is the biggest headlines of this year and what is to come in 2025. Experts are Chief Macro Strategist John J. Hardy and Head of Commodity Strategy Ole S. Hansen.We will be back in January and wish you all a joyful festive season and a happy New Year. Read daily in-depth market updates from the Saxo Market Call and Saxo Strats Market Strategy Team here. Click here to open an account with Saxo.

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27:49

Coffee hits record highs. Plus: an Outrageous...

Saxo Market Call ·

2024/12/10

Today Chief Macro Strategist John J. Hardy and Head of Commodity Strategy Ole Hansen discuss the week's events thus far, including rumbles from China on the potential for new stimulus, Australia's RBA meeting, US treasury yields, but especially the crazy ride in coffee, which finally posted a new record high for the first time since 1977.We end today's pod with an interview of the runner-up in our Outrageous Prediction competition, who contributed a great OP about amazing things to come from

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18:37

Outrageous Predictions spectacular

Saxo Market Call ·

2024/12/04

'Tis the season for Saxo's always popular Outrageous Predictions. That's what this episode is all about, as Chief Macro Strategist gives some insights into this year's wild forecast. With Søren Otto in the studio. Read all of the Outrageous Predictions here. Read daily in-depth market updates from the Saxo Market Call and Saxo Strats Market Strategy Team here. Click here to open an account with Saxo.

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24:12

Will gold enjoy a Santa rally for the eight year in a...

Saxo Market Call ·

2024/11/27

After a week's hiatus, the Saxo Market Call is back and this time, Søren Otto is joined by Head of Commodity Strategy, Ole S. Hansen. The two discuss why gold may be more interesting than oil and why weather is starting to make its impact on a wide variety of commodities.Read daily in-depth market updates from the Saxo Market Call and Saxo Strats Market Strategy Team here. Click here to open an account with Saxo.

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22:25

Why timing of German government collapse wasn't a...

Saxo Market Call ·

2024/11/12

In this week’s Saxo Market Call, Søren Otto is joined by Chief Macro Strategist, John J. Hardy and Head of Fixed Income, Althea Spinozzi to take the temperature of the markets one week removed from the US election. They dive deep into how bond markets, Bitcoin craze and the newly called German election. Read daily in-depth market updates from the Saxo Market Call and Saxo Strats Market Strategy Team here. Click here to open an account with Saxo.

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16:46

US election extravaganza

Saxo Market Call ·

2024/11/06

No big surprises here - this is all about the US election and the market reactions associated with it. John J. Hardy, Chief Macro Strategist and Ole S. Hansen, Head of Commodity Strategy are the experts. Søren Otto is the host. Read daily in-depth market updates from the Saxo Market Call and Saxo Strats Market Strategy Team here. Click here to open an account with Saxo.

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29:52

Electrification's surge: market impacts on...

Saxo Market Call ·

2024/10/29

In this week’s Saxo Market Call, Søren Otto is joined by Chief Investment Strategist, Peter Garnry, and Head of Commodity Strategy, Ole S. Hansen. Together, they dive into the latest market news from the earnings season and explore the transformative force of electrification. Tune in as they unpack what electrification means for today’s economy, its role in the shift to renewable energy, and its impact on both equity and commodity markets.Read daily in-depth market updates from the Saxo Market Call

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16:21

The Trump trade enters the metal markets

Saxo Market Call ·

2024/10/22

In this week's episode of the Saxo Market Call, Søren Otto is joined by Chief Macro Strategist, John J. Hardy and Head of Commodity Strategy, Ole S. Hansen. They discuss the status and expectations of the earnings season as well as the US election with just two weeks to go. Read daily in-depth market updates from the Saxo Market Call and Saxo Strats Market Strategy Team here. Click here to open an account with Saxo.

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300 results

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