100 episodes

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

Saxo Market Call saxostrats

    • Business
    • 4.7 • 49 Ratings

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

    Contagion in Chinese property sector. US dip-buyers take a stand.

    Contagion in Chinese property sector. US dip-buyers take a stand.

    Today's slide deck: https://bit.ly/2Xx1WrF   -


    Today we look at US dip buyers taking a stand once again at what is now  the most obvious support in the world and whether we can continue this nearly mechanical advance from here. A look as well at significant contagion across the Chinese property sector as other big names are marked down aggressively on Evergrande's ongoing woes. As well, we look at JPY, NZD, NatGas and European power prices and the next important factors for shaping the Fed's latest guidance at next week's possibly pivotal FOMC meeting. Today's pod features Peter Garnry on equities and John J. Hardy hosting and on FX.


    Intro and outro music by AShamaluevMusic

    • 15 min
    Risk sentiment increasingly on tilt ahead of options witching this Friday

    Risk sentiment increasingly on tilt ahead of options witching this Friday

    Today's slide deck: https://bit.ly/2Xq6EaA   -


    Today we look at across the board weak risk sentiment despite a softer than expected US August CPI data release yesterday, at least in US equities and in currencies, where we also note that the market shrugged off hot CPI prints from Sweden and the UK. Also, a look at the implications of Evergrande progressing toward a formal default, the fallout of higher NatGas prices in Europe, precious metals, and more. Today's pod features Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.


    Intro and outro music by AShamaluevMusic

    • 18 min
    Holding breath for US August CPI print today

    Holding breath for US August CPI print today

    Today's slide deck:  https://bit.ly/3tCYjMi   -


    Today we look at a rocky session in the US, even if the session managed to stabilize into the close, cast a nervous eye on the China Evergrande story, break down where to focus on the US CPI release today, especially for the impact on the treasury market, look at a massive squeeze on uranium and what is driving it, look at next steps for UK Gilts and EU sovereigns, the outcome of the Norway election, the latest for EURUSD and Aussie crosses and more. Today's pod features 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

    • 22 min
    Market stumbles into a new week. Apple in trouble?

    Market stumbles into a new week. Apple in trouble?

    Today's slide deck:  https://bit.ly/3nsKdMo   -


    Today we look at the ugly sell-off in US equities on Friday and the degree to which fresh anti-trust concerns on Apple are driving the action, the latest initiatives in China against platform companies, the stakes for Norway in today's general election, the oil and industrial metals markets, the week ahead in macro data and more. Today's pod features Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.


    Intro and outro music by AShamaluevMusic

    • 19 min
    Yields drop on ECB, US T-bond auction. Eyeing India

    Yields drop on ECB, US T-bond auction. Eyeing India

    Today's slide deck: https://bit.ly/2X8yUOB   -


    Today we look at the boost to sentiment after a weak session in the US yesterday as China's Xi and US president Biden spoke on the phone late yesterday. Elsewhere, yields have dropped sharply after a relatively dovish ECB and another strong US treasury auction, this time the 30-year T-bond. In commodities, relative precious metal action is in focus, while our equity focus for the day is on the compelling story of India, and whether the ESG outperformance is something we can hang our hats on.  Today's pod features Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.


    Intro and outro music by AShamaluevMusic

    • 22 min
    Market rout deepens. ECB to underwhelm?

    Market rout deepens. ECB to underwhelm?

    Today's slide deck:  https://bit.ly/3l9dCIJ   -


    Today we look back on another weak day for US equities, and one that spilled over into the Asian session overnight for the first time in a while. In breaking down possible causes, it is clear that rising yields are not among them as the US 10-year treasury auction saw strong demand. We break down last thoughts ahead of the ECB meeting, Poland in hot water with the EU, El Salvador's high stakes commitment to Bitcoin, company earnings focus on Zscaler and Sea Ltd and more. Today's pod features Peter Garnry on equities, Althea Spinozzi on fixed income and John J. Hardy hosting and on FX.


    Intro and outro music by AShamaluevMusic

Customer Reviews

4.7 out of 5
49 Ratings

49 Ratings

Suslov999 ,

Great podcast

One of best financial podcasts out there. Really informative

PXEson ,

Ok

Good daily market commentary.

Rdammmmm ,

Daily must listen if you are active in markets

I joined morning calls every day during a 25 year career in bulge bracket investment banks. This daily call from SAXO provides 10x more value to me than what i used to garner from those calls!

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