Saxo Market Call

Today Chief Macro Strategist John J. Hardy and Head of Commodity Strategy Ole Hansen discuss the week's events thus far, including rumbles from China on the potential for new stimulus, Australia's RBA meeting, US treasury yields, but especially the crazy ride in coffee, which finally posted a new record high for the first time since 1977. We end today's pod with an interview of the runner-up in our Outrageous Prediction competition, who contributed a great OP about amazing things to come from Argentina next year.  Read all of the Outrageous Predictions here. Read daily in-depth market updates from the Saxo Market Call and Saxo Strats Market Strategy Team here. Click here to open an account with Saxo.

In a dynamic discussion, John J. Hardy, Chief Macro Strategist at Saxo, shares his bold forecasts for the upcoming year alongside Søren Otto. They dive into the intriguing world of outrageous predictions, emphasizing their role in stimulating creative thinking. The potential economic ramifications of Trump’s possible return are explored, particularly on the U.S. dollar. Hardy also examines the impact of Brexit on economic stability and the technological advancements shifting financial landscapes, including the rise of NVIDIA and AI innovations.

After a week's hiatus, the Saxo Market Call is back and this time, Søren Otto is joined by Head of Commodity Strategy, Ole S. Hansen. The two discuss why gold may be more interesting than oil and why weather is starting to make its impact on a wide variety of commodities. Read daily in-depth market updates from the Saxo Market Call and Saxo Strats Market Strategy Team here. Click here to open an account with Saxo.

In this week’s Saxo Market Call, Søren Otto is joined by Chief Macro Strategist, John J. Hardy and Head of Fixed Income, Althea Spinozzi to take the temperature of the markets one week removed from the US election. They dive deep into how bond markets, Bitcoin craze and the newly called German election. Read daily in-depth market updates from the Saxo Market Call and Saxo Strats Market Strategy Team here. Click here to open an account with Saxo.

No big surprises here - this is all about the US election and the market reactions associated with it. John J. Hardy, Chief Macro Strategist and Ole S. Hansen, Head of Commodity Strategy are the experts. Søren Otto is the host. Read daily in-depth market updates from the Saxo Market Call and Saxo Strats Market Strategy Team here. Click here to open an account with Saxo.

In this week’s Saxo Market Call, Søren Otto is joined by Chief Investment Strategist, Peter Garnry, and Head of Commodity Strategy, Ole S. Hansen. Together, they dive into the latest market news from the earnings season and explore the transformative force of electrification. Tune in as they unpack what electrification means for today’s economy, its role in the shift to renewable energy, and its impact on both equity and commodity markets. Read daily in-depth market updates from the Saxo Market Call and Saxo Strats Market Strategy Team here. Click here to open an account with Saxo.

In this week's episode of the Saxo Market Call, Søren Otto is joined by Chief Macro Strategist, John J. Hardy and Head of Commodity Strategy, Ole S. Hansen. They discuss the status and expectations of the earnings season as well as the US election with just two weeks to go. Read daily in-depth market updates from the Saxo Market Call and Saxo Strats Market Strategy Team here. Click here to open an account with Saxo.

In this week's episode of the Saxo Market Call, Søren Otto is joined by Chief Macro Strategist, John J. Hardy. They discuss the US election's effect on markets, earnings seasons and why job data may be distorted rest of year.  Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here. Click here to open an account with Saxo.

In this week's episode of the Saxo Market Call, host Søren Otto and Head of Commodity Strategy Ole S. Hansen dive deep into the impact of the Fed's recent rate cut on market performance. They explore how commodities like oil, gold, silver, and copper are reacting to these economic shifts. Additionally, they discuss the drivers behind rising food prices and the potential impact on consumers and global markets. Tune in for key insights on market trends, CPI data, and what to expect in the weeks ahead. Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here. Click here to open an account with Saxo.

Peter Garnry, a SaxoStrat expert on macroeconomics, discusses the impact of interest rate cuts and the upcoming US elections. Althea Spinozzi, head of Fixed Income Strategy, emphasizes the value of short-duration bonds in a slowing economy. Charu Chanana, head of FX Strategy, highlights the US dollar's volatility and the potential of the Japanese yen and Chinese yuan. Ole Hansen, head of Commodity Strategies, analyzes the outlook for precious and industrial metals amid geopolitical tensions and discusses the implications of US election outcomes on commodity prices.