100 episodes

Saxo Bank's strategy team delivers market insights across all asset classes.

Saxo Market Call saxostrats

    • Investing
    • 4.0, 1 Rating

Saxo Bank's strategy team delivers market insights across all asset classes.

    New highs for US stocks, NatGas rips higher

    New highs for US stocks, NatGas rips higher

    Today's slide deck: bit.ly/2DADlYM -Today we look at US equities pulling to new highs for the cycle, while volatility indicators continue to signal a reluctance to get too complacent. Europe also posted a solid comeback. We also look at enormous price hop in Natural Gas yesterday in the US and possible takeaways of interest, take status of the US dollar, strength in various equity themes and much more. today with Peter Garnry on equities and John J. Hardy on FX.

    • 17 min
    US and European equities diverging. USD status check.

    US and European equities diverging. USD status check.

    Today's slide deck: bit.ly/2DpHIpk  - Today we look at the large divergence in the performance of US and European equities last week and the drivers of that divergence. In currencies, we check in on the status of the US dollar after a forceful comeback attempt on Friday, particularly decisive for USDJPY. A look at individual equity stories of note and the drivers of the recently sharply weaker ruble also in focus. Today with Peter Garnry on equities and John J. Hardy on FX.

    • 18 min
    The cognitive dissonance hurting a bit here

    The cognitive dissonance hurting a bit here

    Today's slide deck: https://bit.ly/39H4JQw  - Today a look at the blowout earnings reports from the four US megacaps Apple, Alphabet, Facebook and Amazon yesterday, while noting the strong divergence in US and European equity markets yesterday, as well as the cognitive dissonance of watching US 10-year yields edge towards record lows on safe haven bond strength and lack of supportive backdrop for the weak USD narrative at the moment.  Today with John J. Hardy.

    • 18 min
    Stimulus concerns growing. Earnings mother lode today.

    Stimulus concerns growing. Earnings mother lode today.

    Today's slide deck: bit.ly/30UZmcE -Today a look at the rather indifferent FOMC meeting, even if important themes were discussed by Powell during the presser. Elsewhere, the standoff between the Trump administration and Congress on further stimulus is the chief concern of the moment, with equity traders zeroing in on today's mother lode of earnings reports from Apple, Alphabet, Amazon and Facebook. Today with John J. Hardy.    

    • 19 min
    USD breaking down ahead of FOMC, equities pivotal

    USD breaking down ahead of FOMC, equities pivotal

    Today's slide deck: https://bit.ly/2Eo3WZe  -  Today we look at the solid move lower in the US dollar, with particular focus on USDJPY and USDCHF, but also whether AUDUSD is decoupling from risk appetite swings. More on the latest precious metals gyrations, equity technicals, key earnings and the FOMC on tap and much more. Today with John J. Hardy.

    • 23 min
    Precious metals mishap, US equity tech limbo

    Precious metals mishap, US equity tech limbo

    Today's slide deck: bit.ly/2DelgPKToday we look at the disconcerting air pocket in precious metals overnight in the wake of another strong advance, talk US earnings season, US equity market technicals, the US dollar and more. Today with John J. Hardy.

    • 16 min

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