100 episodes

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

Saxo Market Call saxostrats

    • Investing

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

    Corona virus issue remains, CAD and crude oil sharply lower

    Corona virus issue remains, CAD and crude oil sharply lower

    Today's slide deck: bit.ly/2TPV1WoToday we discuss ongoing concern on the corona virus outbreak and how it is propagating through markets, preview our Q1 Outlook, which has been released today on analysis.saxo and have a look at many individual stories of interest, including weak crude oil prices and a sharply weaker CAD after yesterday's Bank of Canada meeting. Today with Ole Hansen on commodities and John J. Hardy on FX.

    • 16 min
    USD trading at 2020 highs, Oil and Gold, Bank of Canada

    USD trading at 2020 highs, Oil and Gold, Bank of Canada

    Today's slide deck: https://bit.ly/2RHL76a  Today we discuss the market's rapid recovery from the sell-off triggered by concerns linked to the Chinese corona virus, look at the US dollar trading at 2020 highs, discuss today's Bank of Canada meeting and potential to move USDCAD, as well as an update on oil, gold and grains. Today with Ole Hansen on commodities and John J. Hardy on FX.

    • 11 min
    Coronavirus outbreak, Boeing, Macro & Earnings calendar

    Coronavirus outbreak, Boeing, Macro & Earnings calendar

    Today's slide deck: https://bit.ly/30PZyJX  Today we discussed the sudden reaction to the worrisome outbreak of a new coronavirus in China as human-to-human transmission has now been confirmed just ahead of the widespread travel in China in connection with New Year celebrations. We discuss the potential for further reaction, Boeing's latest woes and have a look at highlights of the Macro and Earnings calendars. Today with Peter Garnry on equities and John J. Hardy on FX.

    • 16 min
    January 20, 2020 - Oil prices on the move as Libya conflict worsens

    January 20, 2020 - Oil prices on the move as Libya conflict worsens

    Today's slide deck: bit.ly/2TLYsNsToday we discuss the rising oil prices as the Libya conflicts increase risk of major oil supply disruptions. We also focus on the ongoing plunge in US natural gas prices as the mild winter weather curbs demand. On equities we show how the energy sector needs higher oil prices to be attractive and that earnings expectations in China are rising fast as macro improves. Today with Ole Hansen on commodities and Peter Garnry on equities.

    • 13 min
    Can anything stop this equity market?

    Can anything stop this equity market?

    Today's slide deck: https://bit.ly/3anBrGT  Today we discuss whether anything can stop this equity market - take a look at some of the latest US economic data and have a look at doubts around the US-China trade deal as well as a preview of next week's macro calendar. Today with Ole Hansen on commodities, Peter Garnry on equities and John J. Hardy on FX.

    • 16 min
    What now after US-China trade deal signing? EURCHF alert!

    What now after US-China trade deal signing? EURCHF alert!

    Today's slide deck: https://bit.ly/2u8JPcj  Today we discuss where the equity and currency markets will focus their attention now that we are on the other side of the US-China trade deal signing. Also a look at the status of the US dollar and especially CHF, one of the few currencies on the move at the moment, together with a look at upcoming earnings releases. Today with Peter Garnry on equities and John J. Hardy on FX.

    • 13 min

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