Podcasts about Saxo

Risk sentiment is positive ahead of the next critical event that will determine whether the US market can achieve new all-time highs: the Nvidia's earnings call after the close today. Elsewhere, still signs of trouble in Japan's bond market, even as the pressure on the US treasury market has continued to ease, helping fuel risk sentiment. Thoughts on gold, crude, uranium and more also on the pod, which features Saxo Head of Commodity Strategy Ole Hansen and Global Head of Macro Strategy John J. Hardy.   Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo.

Today a look at Japanese Government Bond yields getting crushed overnight on signs that the MoF is planning to tweak its issuance to avoid further pressure on long yields. This inspired a JPY sell-off and the US dollar has backed up across the board as well. Elsewhere, risk appetite is in fine form, if we have some longer term concerns on heavy retail participation. Today's pod hosted by Global Head of Macro Strategy John J. Hardy Jacob's preview of Nvidia earnings John's second article in four-part series covering Rule #2 for Trading and Investing in the Trump 2.0 era.   Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo.

It's a new week and we have the latest example of what an FT columnist has called the TACO trade engaging once again: Trump Always Chickens Out. In this case, it was Trump's announcement late yesterday to delay the threat to slap 50% tariffs on the EU already to July 9 rather than June 1 (which he threatened on Friday). The US is out on holiday today, but we have plenty to discuss on geopolitics, further Trump tariff threats and executive orders on nuclear, moves in FX and more. Today's pod hosted by Saxo Global Head of Macro Strategy John J. Hardy. John's article (first in four part series) on trading and investing in the Trump 2.0 era.   Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo.

Today, we ask whether too many have gotten too bearish on US treasuries, the one asset nearly everyone agrees no on should own. If so, US treasuries could be in for quite a painful squeeze ahead of a long US holiday weekend that would inevitably have interesting repercussions across markets, not least for the US dollar and gold. This and much more on today's pod, which is hosted by Saxo Global Head of Macro Strategy John J. Hardy. John's latest FX Update. Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo.

Today's slide deck: https://bit.ly/44JSSzS   - Today we look at the big spike in US treasuries yesterday on a weak treasury auction, which cratered confidence suddenly for the first time in weeks and sparked fresh USD selling. Elsewhere, a rundown of the action in metals, where platinum is making a strong bid for relevance, as well as weather risks for grain prices. Also, a long look at the massive uncertainties for market outcomes from here as the macro backdrop is without precedent. On today's pod are Ole Hansen, Saxo Head of Commodity Strategy and John J. Hardy, Saxo Global Head of Macro Strategy.   Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo.

Today, a look at the USD breaking down and bitcoin trying to break up to new all time highs as the US treasury market looks like a cat waiting to pounce as it awaits the passage of President Trump's "Big Beautiful" tax cut and spending bill that is set to cement huge US deficits for years to come. This and more on today's pod, which is hosted by Saxo Head of Global Macro Strategy John J. Hardy.   Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo.

Contra el tópico de que su sonido no mezcla con el resto, el saxofón nació para completar a la orquesta. Pero fue desterrado... Quizá por culpa de su propio inventor.

Today, we check in on the technical status of the US equity market, noting meanwhile that leading versus coincident indicators on the economy have yawned to one of their greatest divergences in the past 50 years, something that usually coincides with trouble. Thoughts on make or break time for Tesla, geopolitics, FX, US treasuries and more. Today's pod hosted by Saxo Global Head of Macro Strategy John J. Hardy.   Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo.

Today, a breakdown of why US markets are stumbling so badly at the start of the week after some renewed menace on the tariff front from the Trump administration at the weekend and as US treasury yields are under pressure from Trump's big tax cut and spending bill clearing a hurdle in the House. Today's pod with Saxo 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. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo.

Today, a blitz of news, from geopolitics on latest trade deal developments and more, to specific company news, particularly United Health and Meta, which faces possible major business risks that are perhaps underappreciated. Today's pod also covers the latest macro data, the big bounce in gold, the outlook for USD and JPY, huge tectonic issues for the US treasury market and more. Today's pod hosted by Saxo Global Head of Macro Strategy John J. Hardy. Michael McNair post on X mentioned on the pod. John's latest FX Update.    Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo.

Today's slide deck   - Today we look at the equity market comeback now having almost come full circle as we are a mere few percent from all-time highs after a broad-based surge, but also signs of the most speculative names have been leaders, including the notorious Palantir. Lots to discuss today in the macro outlook, gold after the big correction, oil and even soybeans with Saxo Head of Commodity Strategy Ole Hansen. Hosting today's pod is John J. Hardy, Saxo Global Head of Macro Strategy.   Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo.

Today, a look at where the markets are headed after yesterday's big capitulation in what was meant to be the macro trade of the year - the move out of the US dollar and US markets. Especially pressing now is where the focus may shift now that trade policy headlines are less likely to move markets. Today's pod hosted by Saxo Global Head of Macro Strategy John J. Hardy John's latest FX Update.   Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo.

Sieg De Doncker schuift aan op de Geldtaboe-zetel

No slide deck today as we are trying out a new quick turnaround format for some days. Let us know how you feel about it and always happy for feedback: Reach out to as at marketcall@saxobank.com  Today: extremely pivotal technical levels across US equities and in currencies ahead of a weekend that will see US-China trade talks kicking off (and where hopes are probably too high for significant developments). Also: coverage of the UK-US trade deal and what it really represents and much more. Today's pod hosted by Saxo 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. Click here to open an account with Saxo.

George Harrison, Los Stones, Joni Mitchell, Bowie, Bruce, Carole King, Eagles, Gerry Rafferty, Al Stewart, Carly Simon, Linda Ronstadt, Ian Dury, Billy Joel, Pedro Mari Sánchez, Rosario, Dire Straits, Rod Stewart, Men At Work… Y, por supuesto, Steely Dan. ¿Quién no requirió un saxo para confirmar el éxito en los años ochenta y noventa del siglo pasado? Tercera entrega de la serie con atención a los estilos que Michael McDonald o Steely Dan contagiaron en la segunda mitad de los años setenta y parte de los ochenta. ¿Yatch Rock? Bueno, bien, vale. Y los éxitos de Rod Stewart, Dave Stewart, Chris Rea o Nicolette Larson.DISCO 1 DAVE STEWART Lily Was Here(ESCA)DISCO 2 ROD STEWART Da Ya Think I’m Sexy (ESCA)DISCO 3 NICOLETTE LARSON You Send Me (Cara 1 Corte 3)DISCO 4 STEELY DAN Black Cow (1)DISCO 5 TERENCE BOYLAN Hey Papa (ESCA)DISCO 6 IAN MATTHEWS Shake It (ESCA)DISCO 7 RICKIE LEE JONES Young Blood (4)DISCO 8 MARC JORDAN Margarita (Cara 1 Corte 2) DISC0 9 VALERIE CARTER Taking The Long Way Home (4) DISCO 10 MICHAEL JOHNSON Almost Like Being In Love (Cara 2 Corte )DISCO 11 MICHAEL FRANKS Don’t Be Blue (Cara 1 Corte ) DISCO 12 MICHAEL McDONALD Any Foolish Thing (Cara 1 Corte ?) DISCO 13 LAUREN WOOD Fallen (Cara 2 Corte ?) Escuchar audio

Today's slide deck: https://bit.ly/3Sn9Ook   - Today we discuss the US bearish case remaining intact as key resistance has held, signs that Palantir may finally be paying the price for its bubbly valuation, the latest rip in gold prices and drivers there, as well as in crude oil, the outlook for JPY,  an FOMC preview and outlook for Fed policy the rest of this year, the latest must reads and so much more. Today with Head of Commodity Strategy Ole Hansen and 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. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo.

Découvrez les hits autrement...Tous les jours sur Oxygène Radio, Kris vous mixe les hits comme vous ne les avez jamais entendus ! Remixs, bootlegs, mashup, covers... Remixés et sublimés par les meilleurs DJ's. 100% inédit en radio !Aujourd'hui, remixs de standards, en remixs deep house avec une touche de Saxophone :John Legend - All of me (Twopack Edit )Will Smith - MEN IN BLACK (John Doe remix)Deepend, Natty Rico - California Dreaming (Extended Mix)The Police - Every Breath You Take (Deep Chills Remix)Dalida - Mamy Blue (Dj Pantelis Remix 2k16)

Today's slide deck: https://bit.ly/3GvSye7   - Today we cover the latest challenge to the bearish case in the wake of Microsoft's huge recovery as AI spending commitments from that company and Meta helped lift broader market sentiment. We look at the next existential levels for badly wounded stock market bears after yesterday's price ramp, discuss gold, the latest on tariffs and trad talk prospects, the US jobs report today and Fed outlook and much more. On today's pod were Global Head of Investment Strategy Jacob Falkencrone, Head of Commodity Strategy Ole Hansen and 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. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo.  

George Harrison, Los Stones, Joni Mitchell, Bowie, Bruce, Carole King, Eagles, Gerry Rafferty, Al Stewart, Carly Simon, Linda Ronstadt, Ian Dury, Billy Joel, Pedro Mari Sánchez, Rosario, Dire Straits, Rod Stewart, Men At Work… Y, por supuesto, Steely Dan. ¿Quién no requirió un saxo para confirmar el éxito en los años ochenta y noventa del siglo pasado? Segundo capítulo de la serie cuando el saxo resonaba en canciones grabadas en la órbita del Reino Unido y Australia/Nueva Zelanda. De Dire Straits o Sting a Kate Bush, The blow Monkeys, Everything But The Girl, Supertramp o George Harrison.DISCO 1 RAPHAEL RAVENSCROFT Sex & Drugs & Rock & RollDISCO 2 DIRE STRAITS Your Latest TrickDISCO 3 EVERYTHING BUT THE GIRL DrivingDISCO 4 STING If You Love SomebodyDISCO 5 SUPERTRAMP The Logical SongDISCO 6 ALI THOMSON Take A Little RhythmDISCO 7 THE BLOW MONKEYS Digging Your Scene DISCO 8 LITTLE RIVER BAND Middle ManDISCO 9 TIM FINN Through The YearsDISCO 10 GEORGE HARRISON I Got My Mind Set On YouDISCO 11 GEORGE MICHAEL Careless WhisperDISCO 12 JOHN MARTYN Lonely LoveDISCO 13 KATE BUSH The Saxophone SongEscuchar audio

Today's slide deck: https://bit.ly/42V3jy8   -  Today we look at the remarkable degree to which the market has continued to climb the wall of worry, the risk to gold prices over the next several trading days, what the market is looking for next from earnings and Trump administration policy as volatility has dropped across most assets and much more, including some links to great content for further reading in the slide deck. Hosting today's pod is Saxo 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. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo.  

Today's slide deck: https://bit.ly/4jHvS8G    - Today we look at the impact of Trump's big softening on tariffs against China as well as his declaration he has no intention of firing Fed Chair Powell, asking whether this is a major reversal across the board or merely a big slow-down in the "direction of travel" toward a US-China economic decoupling. We talk gold, silver, crude oil, equities, currencies and key US earnings as everything has been roiled once again by Trump's latest rhetoric. On today's pod are Saxo Head of Commodity Strategy Ole Hansen and Saxo 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. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo.  

Today's slide deck: 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. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo.  

Vreugde bij beleggers! Donald Trump heeft nóg een manier gevonden om beleggers weer wat blijer te krijgen. Hij drukt nu ook op de pauzeknop voor de handelsoorlog in de techsector. Heffingen op chips, telefoons en laptops worden voorlopig even geschrapt. Met de nadruk op 'voorlopig'. Want het Witte Huis werkt ondertussen aan een nieuw plan om techbedrijven buiten de VS te straffen, hint handelsminister Howard Lutnick. Maar hoe? Dat houdt hij nog even geheim. Toch vieren de beurzen al feest. Maar wordt er niet te vroeg gejuicht? Dat gaan we deze aflevering voor je uitpluizen. En dan hebben we het ook over meer goed nieuws uít Amerika en vóór Amerika. Want de onderhandelingen met de EU verlopen voortreffelijk. Dat zegt dan weer een van de belangrijkste economische adviseurs van Trump. Volgens hem hebben de VS en de EU al meerdere ontmoetingen gehad. En hij richt zich nog even tot de Amerikaanse autosector, want die gaan er volgens hem bijzonder goed vanaf komen. Verder hoor je over de eerste Europese beursreus die de kwartaalcijfers publiceert. En die beloven niet veel soeps. Luxebedrijf LVMH komt met een summier persbericht, met daarin een omzetdaling van 3 procent. Het gaat niet goed met de Amerikaanse verkopen. En dat terwijl topman Bernard Arnault zich nog van z'n beste kant liet zien en als enige Europese topman bij de inauguratie van Donald Trump zat...See omnystudio.com/listener for privacy information.

Today's slide deck: 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. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo.

Today's slide deck.    - 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 from this morning, April 4. Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo.

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  Michael Every's latest after the new tariffs: https://bit.ly/4iSClO7  Yanis Varoufakis on this once-in-a-generation moment: https://bit.ly/3E1VP3U    Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo.

Today's slide deck: 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. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo.

In this episode Patrick and Benji recap the 2025 edition of E3 Saxo Classic.

Laurens en Stefan gaan verder, vergezeld door Jim en Thomas. Ze zijn vertrokken - de heren staan op scherp. Het betreft een heus sterrenensemble bij deze aftrap van Villa Vlaanderen 2025 - al is de villa dit jaar ingeruild voor een cel in de Bajes. Want laten we eerlijk zijn, een villa in Vlaanderen is leuk, maar koers kijk je toch het liefst onderuitgezakt vanaf je eigen bank. Op 't Bajeskwartier geen tierelantijntjes, geen afleidingen. Gewoon koers, microfoons en een koelkast vol Kwaremont IPA. Precies zoals het zou moeten zijn. Deze eerste aflevering van de reeks Vlaamse podcasts start met de nabeschouwing van de E3 Saxo Classic en de voorbeschouwing van Gent-Wevelgem - en alles wat daar tussenin zit. Over grote conclusies en flinke namen. Over de fenomenale stuurkunsten van MVDP, gekozen keuzes van WVA en renners die ‘net komen piepen'. Over het mooiste en lelijkste dat de koers te bieden heeft. De Heilige Week - Laurens, Stefan, Thomas en Jim duiken erin en nemen je mee. En hoe zat het nou met de M-m-m-oeren? Je hoort het allemaal in weer een nieuwe aflevering van de Live Slow Ride Fast podcast.

The Ronde van Vlaanderen is just around the corner! But first an amuse-bouche before the main course. The classics specialists will tackle the E3 Saxo Classic on Friday and Gent-Wevelgem on Sunday. We will also wrap up the Volta a Catalunya this weekend!---Follow us on the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Cycling Fantasy⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ app, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@anderson⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@ggardner⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, and on X (Twitter) ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@listen2fcp⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and Instagram ⁠⁠⁠⁠⁠⁠⁠⁠@listen2fcp⁠⁠⁠⁠⁠⁠⁠⁠.---(00:00) Intro(01:12) Milano-Sanremo Recap(10:46) E3 Saxo Classic Preview(19:30) Gent-Wevelgem Preview(25:20) Catalunya Updates(31:42) Media League Rankings(32:29) Outro

Zelfs zijn eigen auto-industrie smeekte hem om het vooral niet te doen, maar toch deed hij het. President Donald Trump komt met importheffingen van 25 procent op buitenlandse auto's en auto-onderdelen. Hij laat de door hem gestarte handelsoorlog verder ontsporen en negeert daarmee alle adviezen om het niet te doen. De handelsoorlog is geen goed nieuws voor de beurs, dat weet je nu wel. Maar deze aflevering krijg je twee autobouwers van ons die weinig tot geen schade ondervinden van Trump's heffingenkoorts. Ondertussen zijn er steeds meer beleggers die af willen van hun Amerikaanse aandelen. Sommige analisten gaan nog een stap verder. Die zeggen dat je zelfs je Magnificent Seven-aandelen beter kan inwisselen voor de Chinese variant. We laten je kennismaken met de Terrific 10!Minder geweldig gaat het met de veiligheid van de Amerikaanse regering. Begin deze week blunderde de militaire top door vertrouwelijke informatie te delen met een journalist. Nu liggen de gegevens van onder meer de minister van Defensie op straat. En de grootste bank van Europa heeft geen zin om extraatjes uit te delen. Personeel werd ontslagen, net op de dag dat het eigenlijk z'n bonus zou krijgen. Als klap op de vuurpijl kregen medewerkers hun bonus óók niet.See omnystudio.com/listener for privacy information.

Today's slide deck: https://bit.ly/4iEdDRG   -   Trump is supposedly set to go easier than originally planned with the reciprocal tariffs to be announced next Wednesday, April 2. There are few details on this story, which provided the strong boost to risk sentiment today. Does this mean that Trump has "blinked" on the tariff issue? We assess where we are and what to watch for across asset classes, as well as highlighting incoming economic data and much more. Today's pod hosted by Saxo's John J. Hardy.   Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo.

Alle ved, at vi skal til at opruste militært for at kunne forsvare os selv i en stadig mere truende og usikker fremtid. Men hvad med resten af samfundet og os? Hvad skal vi gøre? Jo, vi skal preppe og forberede os på hybridkrig, men hvordan reagerer vi mennesker egentlig i krisetider, både på et personligt plan og som samfund? Krisetider ændrer vores forhold til fremtiden. Ikke blot forbereder vi os på en ny slags fremtid, konkret ved at fylde kælderen op med vand, dåser og batterier, men også mentalt og analytisk forsøger vi at forstå de forskellige mulige fremtider. Trump og Xi er gode til at udfolde glorværdige fremtider for deres nationer, men hvem kan og skal udfolde Europas vidunderlige fremtid? Sammen med Tine Damsholt, professor i europæisk etnologi ved Saxo-instituttet på Københavns Universitet, ser Udsyn på, hvordan kriserne er ved at forandre vores samfund, vores hverdag og vores forestillinger om fremtiden og måske endda fortiden. Vært: Kaspar Colling Nielsen.

Today's slide deck: https://bit.ly/3DLe6SW   - The US market found some more solid buying support than it has in a while, but not yet enough to turn the technical tide. We look at what forces could drive the market in either direction, but suspect that US under-performance relative to a hard charging Europe may be here to stay for a while. A thorough look at FX, gold and silver, important links, the macro calendar and more on today's pod, which features Ole Hansen on commodities and John J. Hardy on FX and Macro. John's latest FX Update. Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo.

Today's slide deck: https://bit.ly/3DwZZR8   - Today we run down some small divergences that could spell near term relief on risk sentiment, even if there is a steep hill to climb to significantly reverse this market rise. We also discuss gold trading at $3,000 per ounce and whether silver is set for brisk and large rally higher if it can break above the 35+ dollar per ounce level. Thoughts on crude oil, copper, a great set of links for further reading and much more also on today's pod, which features Saxo Head of Commodity Strategy Ole Hansen and Saxo Global Head of Macro Strategy John J. Hardy. John's latest FX Update   Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo.

Today's slide deck: https://bit.ly/43zRWgK     - Today we look at the massive further slide in US equities, which has taken the Nasdaq 100 to the next significant support point. We also note the reasons that the US has been in for an exceptional pounding relative to the rest of the world, have a look at key commodities like gold, oil and grains, rundown the latest in and FX, the latest link-a-palooza and a VERY important event risk on Friday of this week. Today's pod features Saxo Head of Commodity Strategy Ole Hansen, with Global Head of Macro Strategy John J. Hardy hosting. Link to Ole's COT Report analysis Link to John's latest FX Update   Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo.

Today's slide deck: https://bit.ly/4bvm276   - Today we look at the US stock market correction crossing its first key technical Rubicon as bear market risks ratchet higher. We also discuss the spiking Euro, Japan's likely desire to get USDJPY a lot lower, key commodities markets like oil, natural gas and copper and much more. Today's pod features Saxo Head of Commodity Strategy Ole Hansen and Saxo Global Head of Macro Strategy John J. Hardy.   Link to John's latest FX Update:  Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo.

Today's slide deck: https://bit.ly/4hVKEbD   - Today we unpack the historic paradigm shift as the EU and Germany have unveiled titanic fiscal initiatives that are altering the landscape for European bonds and the euro. Also, we look at whether there is a Trump put, and ponder whether Trump's moves on crypto and to supercharge money laundering risks are a feature as much as a bug.   Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo.  

Today's slide deck: https://bit.ly/4bsNZML   - Markets are on technical and even an emotional edge as Trump tariffs have gone forward and as speculation swirls that Trump will announce something particularly dramatic at a speech later today. From currencies and gold to US tech and European defense, we have a look at what may come next, including the risk of a big risk-off "whoosh" here. Today's pod features Saxo Head of Commodities Strategy Ole Hansen and Saxo Global Head of Macro Strategy John J. Hardy. John's latest FX Update Ole's latest weekly COT Report update Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo.  

Today's slide deck: https://bit.ly/3DnFXrX   - Yesterday's combination of Trump tariff threats and weak US data spooked the market further, as did the technical implications of a breakdown through first key support levels in the Nasdaq 100 index a day after Nvidia earnings. Today we run down the really critical support levels that must hold to avoid a bigger meltdown or even bear market kick-off. We also look at why some assets are moving as they are, and what to look at next with a very busy geopolitical and economic calendar next week. Today's pod hosted by Saxo 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. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo.  

Today's slide deck:  https://bit.ly/43cR9Ck   - Today we break down Nvidia's earnings report. Long story short: its earnings don't look like they will be the trigger for the broader market direction from here, so now the market can do what it wanted to do with this distraction out of the way. Plenty more to talk about today, from the latest on Trump tariffs and US continuing to alter the geopolitical landscape to what is driving a huge ramp in one very old German stock. Today's pod features Global Head of Investment Content Jacob Falkencrone and Global Head of Macro Strategy John J. Hardy   Jacob's piece on Nvidia's latest earnings report Jacob's piece on Tesla Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo.

Today's slide deck: https://bit.ly/4ibC6x2   - Today we look at the ugly rollover in risk assets as markets fret the geopolitical backdrop and perhaps rein in risk exposure ahead of the most important earnings event of the quarter: Nvidia's, which reports after the market close on Wednesday. We also talk the blistering pace of geopolitical developments and policy moves from the Trump administration as well as asking what Europe does next. On today's call are Saxo Global Head of Investment Strategy Jacob Falkencrone and 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. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo.

Today's slide deck: https://bit.ly/431GGtt   -  Today we look at the pivotal German election this weekend and a number of scenarios in what will inevitably prove a weak showing for the centrist parties. We also discuss the implications of Walmart's weak outlook and look ahead at the most pivotal earnings event of the quarterly cycle: the post-Wednesday close Nvidia report. The latest on FX and more also on today's pod, which features Saxo Global Head of Investment Strategy Jacob Falkencrone, with Saxo Global Head of Macro Strategy John J. Hardy hosting. Jacob's piece on Ali Baba's earnings.  John's latest FX Update on JPY, German election and more.   Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo.

Today's slide deck: https://bit.ly/3EVhtGQ   - European equity markets are on fire this year, and European defense stocks have lifted aggressively in recent days on fears that the entire transatlantic alliance is collapsing and will require a massive fiscal boost across Europe if it is to defend itself in a new geopolitical backdrop. We pick through one interesting angle on EU defense spending, break down the latest action in FX and commodities and much more as the world seems to spin faster and faster every day. Today features Saxo Head of Commodity Strategy Ole Hansen and Saxo Global Head of Macro Strategy John J. Hardy hosting.   Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo.

Today's slide deck: https://bit.ly/4jWq1NY   - Today we sift through the market reaction to Trump's announcement of reciprocal tariffs, with the market celebrating their delayed implementation until at least after the April 1 report on US trade policy. We also discuss the mostly wound-down US earnings season, which has proven the best in three years, the big reversal in bond yields, developments in FX and some great links/must reads (see slide deck link) for those trying to grasp the Trump administration's risky strategy. Today features Jacob Falkencrone, Global Head of Investment Strategy with host John J. Hardy, Global Head of Macro Strategy. Jacob's piece on BYD: https://bit.ly/4hE819m  John's latest FX Update: https://bit.ly/3X3Axcf  Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo.

Today's slide deck: https://bit.ly/417UZv0   - While we have made the USD bear case to materialize at some point, we don't have much in the way of confirmation that it will arrive sooner rather than later, even if USDJPY may have posted a significant top. Today, a look at what is needed to get that confirmation while also running through the news of the day and what to watch for next across asset classes. Hosting today's podcast is John J. Hardy, Global Head of Macro Strategy.   Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo.

Today's slide deck: https://bit.ly/3ECSW9o   - Today, we round up Amazon.com's results and the refrain we are hearing from them that rhymes with Meta, Microsoft and Alphabet's complaints on capacity constraints and the need for massive further capital expenditures to build out data centers. And that being the case, how to position the DeepSeek news? Also on this podcast, Macro Strategist John J. Hardy lays out the US dollar bearish case as the US government will find that its chief priority is getting its fiscal house in order. Also on today's call is Jacob Falkencrone, Global Head of Investment Strategy.   Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo.

Today's slide deck: https://bit.ly/4gs9L4q   - Today we discuss the weakness in US tech sector after the close yesterday on Google's operational results and huge cap-ex spending plans and on AMD's weak forecast. As well, a look at the frictions already developing after 10% tariffs against China went ahead yesterday, together with the risks from AI disappointments to China exposure in most of the Mag 7 stocks. Elsewhere, the US dollar is falling and the JPY is surging after US 10-year rates have crossed below a key chart point. Precious metals are also on the rise. On today's call are Ole Hansen, Head of Commodity Strategy and John J. Hardy, Global Head of Macro Strategy.   Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo.  

Today's slide deck: https://bit.ly/3CyH5bX   - Trump delivered on the comprehensive tariffs he promised at the weekend against Canada, Mexico and China, although they don't actually go into effect until 12:01 a.m (0501 GMT) tonight. That's when we find out how much the market is hoping that we somehow see Trump climb down from imposing these tariffs at the last moment. Today we discuss the quite modest market reaction to this momentous news and what to look for next across asset classes, from foreign exchange to equities, commodities and US treasuries. On today's pod are John J. Hardy, Global Head of Macro Strategy and Ole Hansen, Head of Commodity Strategy.   Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo.  

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 well as some thoughts on the ECB, EURUSD and macro data in store for us in the coming week. On today's pod were Global Head of Investment Strategy Jacob Falkencrone, with Head of Macro Strategy John J. Hardy hosting.   Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo.