100 episodes

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

Saxo Market Call saxostrats

    • Business
    • 4.6 • 35 Ratings

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

    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
    Friday an end-of-month blip or "sell in May and go away"?

    Friday an end-of-month blip or "sell in May and go away"?

    Today's slide deck:  https://bit.ly/3gYj94G   -
    Today we look at the ugly session on Friday for equities and strong session for the US dollar and ponder whether this was a reflection of end-of-month rebalancing after a strong month for equities and very weak month for the US dollar or something more ominous. Certainly momentum in equities is looking pivotal if recent bearish divergence signs are confirmed. Also, the latest on the blistering run in grain prices and remarkable backwardation in soft markets, why gold is still stuck in a rut and key earnings reports and macro events for the week ahead. On today's call were Ole Hansen on commodities, and John J. Hardy hosting and on FX.
    Intro and outro music by AShamaluevMusic

    • 12 min
    A cryptocurrency conversation

    A cryptocurrency conversation

    In this special edition of the Saxo Market Call podcast, we take a 10,000 foot view of the crypto-currency market, its drivers, new innovations on the way, an assessment and ranking of risks for crypto investors, the declining Bitcoin dominance and underperformance relative to other cryptocurrencies and more. On the pod are Mads Eberhardt, our resident crypto-currency specialist and Peter Garnry, with John J. Hardy hosting. Recorded Tuesday, April 27, 2021.
    Intro and outro music by AShamaluevMusic

    • 23 min

Customer Reviews

4.6 out of 5
35 Ratings

35 Ratings

Agerstadt ,

Great podcast

I think this is a perfect “getting up to speed” podcast - I listen to it everyday!

lrunejensen ,

En god stabil podcast der kommer hele vejen rundt

Selve indhold om valuta FX bruger jeg ikke så meget - men de generelle betragtninger på råvarer, aktieindeks og enkelt aktier er på højt niveau herunder perspektiveringen på krypto valuta.

Læg dertil et flot tilhørende slidedæk, der understøtter hver dags snak.

NicolasxNicolas ,

To the point, educative and gives you overview

I listen and have listened to hours of different podcasts on investing and investment news. There is some quality, but you have to be watchful.

This podcast is essential.

A group of bankers giving you a Big amount of insight, sector ideas and a no nonsense explanation on why the market is doing (or should be doing) it’s thing and what catalysts are driving it forward. Based on facts and knowledge.

I don’t leave home with out it!

Good job, guys.

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