100 episodes

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

Saxo Market Call saxostrats

    • Investing
    • 4.9 • 11 Ratings

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

    Focus on inflation ahead of Biden inauguration

    Focus on inflation ahead of Biden inauguration

    Today's slide deck: https://bit.ly/39ZJdY7   -Today, we dive into the important subject of inflation and how central bank and fiscal policy moves during the Covid pandemic, together with supply disruptions and demand recovery, are driving near term inflationary risks. Also, thoughts on one aspect of the incoming Biden administration that may not  bet receiving enough focus: oversight. Today's call with Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.

    • 25 min
    Markets starting off Biden inauguration week on a cautious note

    Markets starting off Biden inauguration week on a cautious note

    Today's slide deck: https://bit.ly/3nOtEao   - Today, we look at the weak close on Friday as Q4 earnings season kicked off in earnest and how the market is treating the JP Morgan results in particular and a preview of Netflix. Also a look at the overall status of the US dollar and how the market will treat the arrival of the Biden administration, with the flurry of executive actions planned, not to mention stimulus potential. In commodities, the latest on crude oil and gold. Today's call with Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.

    • 17 min
    Markets rolling over despite $1.9trn stimulus plan and dovish Powell

    Markets rolling over despite $1.9trn stimulus plan and dovish Powell

    Today's slide deck: https://bit.ly/2XKc8JI    - Today, we look at markets rolling over across all asset classes despite Biden's $1.9trn stimulus plan and a dovish Fed chair Powell saying interest rates will not be hiked anytime soon unless something dramatic happens to inflation. Markets are questioning whether large parts of the stimulus plan can get through US Congress and as result equities and yields are lower today. We also discuss the Trump administration's blacklist of Xiaomi and earnings today from major US banks such as JPMorgan Chase and Citigroup. We also discuss fading momentum in commodities and especially in crude oil as the reflation trades are pausing for now. Today on the call are Peter Garnry on equities and Ole Hansen hosting and on commodities.

    • 16 min
    Pondering the post-Covid potential.

    Pondering the post-Covid potential.

    Today's slide deck: https://bit.ly/3bCLPgN    - Today, we look at Biden's possible large stimulus plans, where the Fed can make a policy mistake once we get post-Covid vaccine and how the market is already second guessing the Fed's forecasts on the timing of the first hike, whether the market is under-estimating the potential for a stock like Delta Airlines in 2022 and beyond, oil and commodity markets, especially the interesting dips in Chinese commodity purchase in December, and much more. Today on the call are Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.

    • 18 min
    US yield rise moderates as USD wilts. Grains exploding.

    US yield rise moderates as USD wilts. Grains exploding.

    Today's slide deck: https://bit.ly/39kXQVe   - Today, we look into the USD reversing back lower as US yields topped out and rolled over slightly, in part on Fed pushback against tapering guidance. Also a look into fixed income developments in EM, the explosion in grain prices, what is keeping oil so elevated, Zoom's interesting gambit to maintain momentum, the Plug Power hookup with Renault and more. Today's call with Althea Spinozzi on fixed income, Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.

    • 20 min
    Social media companies a drag on US equities. Tesla versus NIO.

    Social media companies a drag on US equities. Tesla versus NIO.

    Today's slide deck: https://bit.ly/2Xw2LNV   -Today, we look at divergent markets as Japanese equities managed to scrape to a new cycle high, while US stocks corrected sharply back lower after the prior day's surge, dragged in particular by social media companies on the de-platforming of Trump and other related issues linked to him politically. Also a look today at Tesla versus NIO, the commodities complex, the status  of the US dollar consolidation and more. Today's call with Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.

    • 18 min

Customer Reviews

4.9 out of 5
11 Ratings

11 Ratings

BaconLR ,

Excellent

Very high quality morning market call for experienced and knowledgeable investors. John J Hardy, Ole Hansen and Peter Garnry are all excellent.

smsalem_ ,

I like it

Its short, concise and the graphs provided make it easy to follow your commentary amd makes the podcast even more useful and interesting.

Xtremedubai ,

Nice wrap up of todays event. SOUND

But you guys got to sort out your sound quality, Go get some nice microphones from perhaps RÖDE, danish as well and crank up the audio level as well as its lower than average. Cheers for good work on this! Saxo rocks!

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