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

Saxo Market Call saxostrats

    • Wirtschaft
    • 4.9 • 7 Bewertungen

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

    Cross-market correlations a strong concern

    Cross-market correlations a strong concern

    Today's slide deck: https://bit.ly/3tDaVkU   -
    Today we break down an ugly day on Wall Street yesterday, one that drives a bit more concern than usual as we see signs of significant cross-market correlations, with action in commodity markets suddenly looking more wobbly. Too early to tell, but we ratchet the level of concern considerably higher on the risk of an acceleration of volatility. We also look at US treasuries failing to provide any offsetting safe haven effect ahead of important auctions, take a peek at upcoming earnings and the macro calendar and more. On today's pod were Peter Garnry on equities, Althea Spinozzi on fixed income, Ole Hansen on commodities, and John J. Hardy hosting and on FX.Intro and outro music by AShamaluevMusic

    • 20 Min.
    Slicing and dicing the NFP knee-jerk. Steelmakers for the win?

    Slicing and dicing the NFP knee-jerk. Steelmakers for the win?

    Today's slide deck:  https://bit.ly/3hioqnE   -
    Today we look at the Friday NFP payrolls change shocker and to what degree it deserved the knee-jerk reaction it got, noting that it is very important to focus on the interesting change to the US yield curve in the wake of the data release. Elsewhere, we look at whether steel stocks are set to take over e-commerce stocks from the pandemic lows as industrial metals prices roar. USD, sterling and JPY thoughts and earnings and macro preview for the week also on the call. Today with Peter Garnry on equities and John J. Hardy hosting and on FX.
    Intro and outro music by AShamaluevMusic

    • 19 Min.
    What are real yields and bubble stocks telling us? Gold finally breaks higher.

    What are real yields and bubble stocks telling us? Gold finally breaks higher.

    Today's slide deck: https://bit.ly/33kVDXB   -
    Today we look at still very notable divergences in the US equity market, as bubble stocks and other richly valued corners of the market continue to stumble even as the broader market is looking back at the record high. Also, a discussion on what bond market, Fed expectations and breakevens vs. nominal rates are telling us, a zoom-in on big German equity names, a look at copper near record highs, while gold finally broke higher on real yields declining, a preview of today's US jobs report and much more. Today with Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.
    Intro and outro music by AShamaluevMusic

    • 19 Min.
    Market rushes to price inflation as real yields plunge

    Market rushes to price inflation as real yields plunge

    Today's slide deck: https://bit.ly/3fcHukP   -
    While nominal yields are languishing and dropping only slightly, real yields in the US have moved aggressively lower as commodity prices rise and forward inflation fears rage. We look at the implications, especially gold and look at record low yield spreads for junk corporates versus investment grade, sovereign yields in the EU and UK, discuss expectations for the BoE today and implications for sterling, the Scottish parliamentary elections, grains, and more. Today with Althea Spinozzi on fixed income, Ole Hansen on commodities and John J. Hardy hosting and on FX.
    Intro and outro music by AShamaluevMusic

    • 21 Min.
    Yellen opens mouth, inserts foot.

    Yellen opens mouth, inserts foot.

    Today's slide deck: https://bit.ly/3eRPMyd   -
    Today we look at yesterday's ugly session in the US equity market, already in motion before it was badly aggravated by oddly direct comments on the possible need to raise interest rates from US Treasury Secretary Yellen. Her later clarifications helped reverse some of the damage, but the Nasdaq 100 is limping. Elsewhere, we look at soaring commodities prices, including perspective on copper, incoming earnings reports, disappointing precious metals (once again) and more. Today with Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.
    Intro and outro music by AShamaluevMusic

    • 19 Min.
    A novel volatility hedge for equities. CB's are turning tighter.

    A novel volatility hedge for equities. CB's are turning tighter.

    Today's slide deck:  https://bit.ly/3eOAo5O   -
    The Reserve Bank of Australia teased a likely removal of policy accommodation at its July meeting overnight, which would make it the second bank after the Bank of Canada to remove monetary policy accommodation. And the market is pricing in a similar tendency from the Bank of England ahead of Thursday's meeting. We look at this, together with an interesting reversal lower in treasury yields after the US ISM Manufacturing release yesterday, talk a novel way to hedge for equity volatility, talk precious metals and a new way to invest in uranium and much more. Today with Peter Garnry on equities, Althea Spinozzi on fixed income, Ole Hansen on commodities and John J. Hardy hosting and on FX.
    Intro and outro music by AShamaluevMusic

    • 27 Min.

Kundenrezensionen

4.9 von 5
7 Bewertungen

7 Bewertungen

Zebulonland ,

great market info podcast !

the Saxo team presents a very professional summary of market research in a weekdaily format that is very much worth listening to. FX, equities, bond and resource sector are covered. You can sense that a lot of effort and quality goes into these podcasts and I much appreciate what they do. 20 minutes a day, and you know what the main market movers and movements are. Greatly recommended !

zeca maddox ,

A part of my daily routine

I listen the Saxo Market Call since the launch and in my opinion is one of the best financial markets podcast with deep insights on the financial markets worth the add of really helpful slides. I must add to you podcast subscriptions.

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