Saxo Market Call

Jan 31 2025 100 ep. 23 mins 492
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From macroeconomy and politics to stocks and bonds, commodities and forex, the Saxo Market Call is a weekly show for all investors who want to be updated on what moves financial markets in an inspiring and engaging way.

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Does the market think Trump is bluffing?

Jan 31 2025 26 mins  
Today's slide deck: https://bit.ly/40SLUGi Today we look at the tepid market reaction to Trump's threat of imminent tariffs on Canada and Mexico as we wonder whether the market refuses to react until the tariffs are actually in force, thinking some last minute deal will avoid them. Also, lots to sift through in the blitz of earnings announcements incoming this week and next, as wel

The DeepSeek winners emerge

Jan 29 2025 17 mins  
Today we sort through the quite mixed counter-reaction to the DeepSeek news that hit the market so hard at the start of the week, noting the raft of companies that have now surged after the initial reaction as lower cost AI models are seen as powering lower cost AI solutions. We also look at the commodities complex, where softs and grains are stealing the spotlight. The latest on e

DeepSeeking missile strikes global markets

Jan 27 2025 15 mins  
The news of China's DeepSeek AI model suddenly gained critical mass at the weekend and triggered an avalanche of selling across the incumbent AI space as the implications of this possibly profound disruptor became clearer. Across the board deleveraging, with special intensity in AI-related tech names is the order of the day as bonds found a safety bid and the JPY did likewise. On

Four days in, Trump continues to dominate headlines, but...

Jan 24 2025 15 mins  
Today we look at the latest flurry of Trump headlines and whether we are any the wiser on where tariff policies are headed, even as the market takes some encouragement. We sort through some of the next questions to ask about Trump policy as well, especially whether he'll get what he wants from the oil and gas market: lower prices. Elsewhere, the market is issuing a collective yawn

Trump 2.0 swings into action

Jan 21 2025 17 mins  
The day after Trump's inaugural address, we sort through the interesting things that Trump said as well as what went unsaid and break down some of the ensuing market action, most of which was quite modest after the WSJ broke a key story indicating Trump would not be announcing any tariffs until federal agencies were tasked with investigating key countries. Today's episode features

Brace for Monday, as a new era now begins

Jan 17 2025 24 mins  
In today's podcast, we look at what has taken shape this week across markets this week, especially the drop in US treasury yields. Above all, however we discuss what we and the markets are bracing for as Trump 2.0 kicks off with Monday's inauguration event in Washington DC, a day that US markets are also closed for MLK day. Today's podcast features Ole Hansen, Head of Commodity Str

Tilting towards Trump 2.0

Jan 14 2025 20 mins  
With just six days to go to president-elect Trump's second Inauguration Day, we look at the lay of the land and how markets are anticipating the big incoming policy shifts, especially the shape of incoming tariffs. We also look at factors driving the strong start in global commodity markets to start the year, the impact of sanctions on Russian oil and gas assets and upcoming event

A wild ride in 2025 awaits

Dec 17 2024 33 mins  
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 an

Coffee hits record highs. Plus: an Outrageous Prediction from an esteemed listener.

Dec 10 2024 27 mins  
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

Outrageous Predictions spectacular

Dec 04 2024 18 mins  
'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