Saxo Market Call

saxostrats

Daily market insights across asset classes.

  • 33 minutes 44 seconds
    A wild ride in 2025 awaits

    As 2024 draws to a close, the topic of the final podcast of the year is the biggest headlines of this year and what is to come in 2025. Experts are Chief Macro Strategist John J. Hardy and Head of Commodity Strategy Ole S. Hansen.

    We will be back in January and wish you all a joyful festive season and a happy New Year.

    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.

    17 December 2024, 10:14 am
  • 27 minutes 49 seconds
    Coffee hits record highs. Plus: an Outrageous Prediction from an esteemed listener.

    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.

    10 December 2024, 1:08 pm
  • 18 minutes 37 seconds
    Outrageous Predictions spectacular

    'Tis the season for Saxo's always popular Outrageous Predictions. That's what this episode is all about, as Chief Macro Strategist gives some insights into this year's wild forecast. With Søren Otto in the studio. 

    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.

    4 December 2024, 3:27 pm
  • 24 minutes 12 seconds
    Will gold enjoy a Santa rally for the eight year in a row?

    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.

    27 November 2024, 10:22 am
  • 22 minutes 25 seconds
    Why timing of German government collapse wasn't a coincidence

    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.

    12 November 2024, 10:20 am
  • 16 minutes 46 seconds
    US election extravaganza

    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.

    6 November 2024, 2:02 pm
  • 29 minutes 52 seconds
    Electrification's surge: market impacts on commodities and equities

    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.

    29 October 2024, 11:41 am
  • 16 minutes 21 seconds
    The Trump trade enters the metal markets

    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.

    22 October 2024, 9:24 am
  • 27 minutes 15 seconds
    Has the market positioned towards a Trump presidency?

    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.

    15 October 2024, 1:55 pm
  • 28 minutes 15 seconds
    Navigating Market Shifts: Fed Rate Cuts, Commodities, and Rising Food Prices

    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.

    8 October 2024, 1:02 pm
  • 41 minutes 1 second
    Special: Q4 Quarterly Outlook

    In today's special episode, we talk about the recently published Q4 Outlook. Each SaxoStrat explains his or her take and adds a bit of flavour to it. This means that this episode features Peter Garnry, Ole Hansen, Althea Spinozzi and Charu Chanana. Søren Otto is the host.

    Agenda:

    • Macro
    • Equities (06.45)
    • Bonds (14.45)
    • Forex (24.16)
    • Commodities (32.16)

    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.

    2 October 2024, 7:00 am
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