Saxo Market Call

Saxo Market Call

Podcast de SaxoStrats

For the aspirational trader and financial markets professional. Coming at you two to three times a week, the Saxo Market Call is the high frequency podcast for real-time analysis of the financial markets across asset classes, from forex and rates to equities and commodities.

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1189 episodios
episode The great bear market of our generation in store? artwork
The great bear market of our generation in store?

Today's slide deck: https://bit.ly/3Yz632x [https://bit.ly/3Yz632x]   - Today we look at more market volatility on the latest US-China trade friction and look ahead to the next key event risks on the geopolitical front as US-Japan trade talks are set to get under way and with Italian PM Meloni in Washington. We also wonder whether the US equity market is shaping up for the greatest bear market in a generation as market bailouts are likely no longer a major Washington priority, among other reasons. Today's podcast hosted by Saxo's Global Head of Macro Strategy John J. Hardy.   Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here [https://www.home.saxo/insights]. Please reach out to us at marketcall@saxobank.com [marketcall@saxobank.com] for feedback and questions. Click here to open an account with Saxo [http://goto.saxo/MarketCallSignup].

16 abr 2025 - 21 min
episode US and China are slipping into an economic war artwork
US and China are slipping into an economic war

Today's slide deck: https://bit.ly/4jdtaZ6 [https://bit.ly/4jdtaZ6]    - After Trump's 90-day delay on reciprocal tariffs, we have a short window of time to find out how the global geopolitical order will shape up from here as US trading partners scramble to make deals with the US on trade. Will they be willing to sign on to the US' anti-China policy as we now have what amounts to a US-China economic war until or unless until or unless we suddenly see a move to the negotiating table. On today's pod are Jacob Falkencrone on equities, Ole Hansen on commodities, and John J. Hardy on macro and hosting. Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here [https://www.home.saxo/insights]. Please reach out to us at marketcall@saxobank.com [marketcall@saxobank.com] for feedback and questions. Click here to open an account with Saxo [http://goto.saxo/MarketCallSignup].

11 abr 2025 - 25 min
episode Market melts down as recession risks go global artwork
Market melts down as recession risks go global

Today's slide deck [https://bit.ly/4lgeABl].    - Today we look at a historic, very bad day for US markets in the wake of Trump's Liberation Day tariffs as the market positions for disruption and widening recession risks. On that note, Europe is certainly at risk, especially relative to recent enthusiasm. Elsewhere, we talk through the FX market and how risk off may see some shifts in recent patterns, look at precious metals after the plunge in silver, discuss what OPEC+ just did that added to the downdraft in crude oil prices, and much more. On today's pod were Ole Hansen on commodities and John J. Hardy hosting. Read John's FX Update [https://bit.ly/4cgDKvH] from this morning, April 4. Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here [https://www.home.saxo/insights]. Please reach out to us at marketcall@saxobank.com [marketcall@saxobank.com] for feedback and questions. Click here to open an account with Saxo [http://goto.saxo/MarketCallSignup].

04 abr 2025 - 25 min
episode Markets on tilt after Trump's Liberation Day tariff blitz artwork
Markets on tilt after Trump's Liberation Day tariff blitz

Trump's Liberation Day tariffs proved far larger than expected and have markets in a defensive posture for good reason. Today we break down why this moment has come as well as what to watch for as the ongoing impact of this historic policy move unfolds. Today hosted by John J. Hardy, Saxo Global Head of Macro Strategy.   White House official announcement on the tariffs: https://bit.ly/4ld2E3e [https://bit.ly/4ld2E3e]  Michael Every's latest after the new tariffs: https://bit.ly/4iSClO7 [https://bit.ly/4iSClO7]  Yanis Varoufakis on this once-in-a-generation moment: https://bit.ly/3E1VP3U [https://bit.ly/3E1VP3U]    Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here [https://www.home.saxo/insights]. Please reach out to us at marketcall@saxobank.com [marketcall@saxobank.com] for feedback and questions. Click here to open an account with Saxo [http://goto.saxo/MarketCallSignup].

03 abr 2025 - 14 min
episode Bracing for Liberation Day artwork
Bracing for Liberation Day

Today's slide deck: https://bit.ly/4lbxQ2T [https://bit.ly/4lbxQ2T]   - Today we look at the state of the market a day ahead of Trump's "Liberation Day" tariff announcements as the market braces for impact. We also discuss the outlook for gold now that it has tacked on another massive rally and run down the performance across the commodity complex in Q1, where gold was surprisingly not the top performer. The latest developments in FX, equity technical levels of note and our top must reads also in today's podcast, which features Ole Hansen on commodities and John J. Hardy hosting. Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here [https://www.home.saxo/insights]. Please reach out to us at marketcall@saxobank.com [marketcall@saxobank.com] for feedback and questions. Click here to open an account with Saxo [http://goto.saxo/MarketCallSignup].

01 abr 2025 - 22 min
Soy muy de podcasts. Mientras hago la cama, mientras recojo la casa, mientras trabajo… Y en Podimo encuentro podcast que me encantan. De emprendimiento, de salid, de humor… De lo que quiera! Estoy encantada 👍
MI TOC es feliz, que maravilla. Ordenador, limpio, sugerencias de categorías nuevas a explorar!!!
Me suscribi con los 14 días de prueba para escuchar el Podcast de Misterios Cotidianos, pero al final me quedo mas tiempo porque hacia tiempo que no me reía tanto. Tiene Podcast muy buenos y la aplicación funciona bien.
App ligera, eficiente, encuentras rápido tus podcast favoritos. Diseño sencillo y bonito. me gustó.
contenidos frescos e inteligentes
La App va francamente bien y el precio me parece muy justo para pagar a gente que nos da horas y horas de contenido. Espero poder seguir usándola asiduamente.

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