Podcasts about Saxo

Today's slide deck: https://bit.ly/4e7CyLM    -  Today, a full-service podcast with slide deck: we talk crude oil and risk appetite as Trump tries to press pause on the Iran-Israel conflict, the metals and grains outlook as wheat has caught a significant bid, the FX lay of the land, Tesla's high-stakes upcoming weekend and much more, including some links to other great content. Today's pod with Saxo Head of Commodity Strategy Ole Hansen and Saxo Global Head of Macro Strategy John J. Hardy.  Link to John's June 19th FX Webinar   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 FOMC meeting, which saw the Fed smelling stronger stagflationary risks, while the US dollar rose across the board on the failure of the Fed to wax more dovish perhaps. Elsewhere, we look at the latest interesting batch of US data and the latest on Iran-Israel. In stocks, we discuss Coinbase leading the gainers among S&P 500 stocks on the rise in stablecoin uses, which also drove two superstar stocks to post the worst declines of all S&P 500 members yesterday. 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's slide deck: https://bit.ly/4jP99HK  - Today we talk through the impact across markets from Israel's attacks on Iran and how difficult it is to sustain a focus on geopolitics or trust the knee-jerk reaction. We also discuss what was happening before the geopolitical situation suddenly heated up as fresh weak US labor market data sent the USD overboard - or did it? A preview of the massive week ahead in macro event risks, the latest on the commodities space and much more on today's pod, which features Saxo Head of Commodities Strategy Ole Hansen, with Saxo Global Head of Macro Strategy John J. Hardy hosting.   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.

Meer weten over de mogelijkheden bij Saxo Bank? Klik dan op deze link: home.saxo/nl-nl/campaigns/invest-for-less?cmpid=disp_cm_31945878_394457563_214280992&dclid=CNe1rrqHyokDFcbsEQgdtWcPJg Lid worden van ProBeleggen? Ga naar: probeleggen.nl/aanmelden/registreren Lid worden van de aandeelhouder? Ga naar: deaandeelhouder.nl/premium In de wekelijkse podcast van DeAandeelhouder ontvangen Nico Inberg en Albert Jellema diverse experts uit de financiële wereld om te praten over de beurs, beleggen en aandelen. Deze week verwelkomen we Hans Oudshoorn van Saxo. Aandelen die aan bod komen zijn BESI, Triodos, Mini-opties, Nedap, Umicore, OCI, Rente en nog veel meer!Volg DeAandeelhouder op andere kanalen:Website: deaandeelhouder.nl Twitter (X):  twitter.com/deaandeelhouderTikTok:  tiktok.com/@deaandeelhouderInstagram:  instagram.com/deaandeelhouderFacebook: facebook.com/DeAandeelHouderLinkedIn: linkedin.com/company/de-aandeelhouder-nl

Today, can't help but turn more bearish on equities as the US trade policy issue finally adds some more bite and as the broader concern on the trajectory of the US economy may be picking up here. The US dollar is certainly headed south versus the euro again, and USDJPY is making a show of selling off - can the move stick this time? Thoughts on the Fed possibly cutting earlier than expected, Oracle blowout earnings 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 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.

Saxo Bank heeft na de overname van BinckBank in 2019 een aantal roerige jaren achter de rug. Het integratieproces kende een flink aantal problemen, waarbij beleggers bijvoorbeeld ineens hun portefeuille kwijt waren. Deze problemen zijn verholpen, het integratieproces is achter de rug. Nu het grootste werk verzet is, is het tijd voor Saxo om de vruchten te plukken en de weg naar boven in te zetten. En dat doen zij niet langer onder de Chinese aandeelhouder Geely Group, maar nu onder een nieuwe Zwitserse aandeelhouder. De belangrijkste doelen? Groei en een verbeterde relatie met klanten én toezichthouders. Eddy van Geyte, topman van Saxo Bank Nederland & België is te gast in BNR Zakendoen. Macro met Mujagić/Boot Elke dag een intrigerende gedachtewisseling over de stand van de macro-economie. Op maandag en vrijdag gaat presentator Thomas van Zijl in gesprek met econoom Arnoud Boot, de rest van de week praat Van Zijl met econoom Edin Mujagić. Ook altijd terug te vinden als je een aflevering gemist hebt. Blik op de wereld Wat speelt zich vandaag af op het wereldtoneel? Het laatste nieuws uit bijvoorbeeld Oekraïne, het Midden-Oosten, de Verenigde Staten of Brussel hoor je iedere werkdag om 12.10 van onze vaste experts en eigen redacteuren en verslaggevers. Ook los te vinden als podcast. Boardroompanel Het aandeel van Randstad verloor dit jaar ruim 8 procent. En ook de concurrenten van het bedrijf gaat het slecht. Moet de uitzendbranche zich zorgen maken? En: De Vlissingse scheepsbouwer Damen Shipyeards heeft grote financiële problemen door vertraagde leveringen, net nu de NAVO-norm verhoogd gaat worden... Dat en meer bespreken we om 11.10 in het Boardroompanel met: - Lieve Declercq, directeur Strukton -Hugo Reumkens, Partner en advocaat bij van Doorne, voorzitter raad van toezicht van de Tilburg University Luister | Boardroompanel Zakenlunch Elke dag, tijdens de lunch, geniet je mee van het laatste zakelijke nieuws, actuele informatie over de financiële markten en ander economische actualiteiten. Op een ontspannen manier word je als luisteraar bijgepraat over alles wat er speelt in de wereld van het bedrijfsleven en de beurs. En altijd terug te vinden als podcast, mocht je de lunch gemist hebben. Contact & Abonneren BNR Zakendoen zendt elke werkdag live uit van 11:00 tot 13:30 uur. Je kunt de redactie bereiken via e-mail. Abonneren op de podcast van BNR Zakendoen kan via bnr.nl/zakendoen, of via Apple Podcast en Spotify. See omnystudio.com/listener for privacy information.

Passief beleggen is al enkele jaren in trek. Het concept is overgewaaid uit Amerika, maar er is in Europa nog een wereld te winnen. Met lage rentestanden ontdekken steeds meer non-beleggers investeren als een manier om vermogen op te bouwen. Na een onstuimige periode van overname en integratie van BinckBank wil Saxo nu volop zijn gewicht in de strijd gooien om zoveel mogelijk nieuwe beleggers binnen te hengelen. In ‘De top van Nederland’ heeft presentator Meindert Schut een uitgebreid gesprek met Eddy van Geyte, topman van Saxo Bank Nederland en België. Over Saxo Bank Saxo Bank is een Deense beleggingsbank opgericht in 1992. De bank faciliteert de handel in effecten. In Nederland is Saxo Bank in 2019 ten tonele verschenen toen zij Bink Bank overnamen voor vierhonderd miljoen euro. Sindsdien is Saxo in Nederland in opspraak geraakt vanwege het chaotische proces rondom de overstap van Bink naar Saxo. Over Meindert Schut Meindert Schut is journalist en radiopresentator bij BNR. Hij presenteert onder andere de programma's De Nationale Autoshow en BNR Mobility. Ook is hij de vaste vervanger van presentator Thomas van Zijl. Abonneer je op de podcast Ga naar ‘De top van Nederland’ en abonneer je op de podcast, ook te beluisteren via Apple Podcast en Spotify. See omnystudio.com/listener for privacy information.

Today a quick update on another strong day for risk sentiment as the AI focus is reheating with a significant rise in AI commitments from Meta and even Intel showing signs of life. Also, a quick rundown on the important of today's US CPI release for May and some thoughts on what is at stake here if Trump's coalition is increasingly fragile and the implications if so. Today's pod hosted by Saxo Global Head of Macro Strategy John J. Hardy. John's final article in four-part series on Rules for the Trump 2.0 Market 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 look at a market that shows signs of lower volatility and rising complacency as we wonder what will provide the next catalyst - perhaps tomorrow's US May CPI release? Also, some thoughts on whether Trump's "madman" strategy is the right way to view what he is doing in trade negotiations. Today's pod hosted by Saxo Global Head of Macro Strategy, John J. Hardy. Link to John's latest FX Update  (From June 10)   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.

After more than six hours behind closed doors in a grand 19th-century London mansion, US and Chinese officials wrapped up the first day of pivotal negotiations in the British capital. What came out of these high-stakes talks? Dan Koh welcomes Sean Teo, Sales Trader at SAXO, to break it all down. Together, they unpack the key takeaways from the diplomatic exchange, delve into the latest US non-farm payroll numbers, and take a closer look at the S&P 500—now edging ever closer to its record high from February.See omnystudio.com/listener for privacy information.

Today's slide deck: https://bit.ly/3ZlIZVD  Today, we look at whether the major Musk-Trump rift was one of the chief drivers of weak risk sentiment in US markets yesterday even beyond the Tesla fallout, as we also got further evidence of weak US labor market data. In markets, the standout development was silver ripping through resistance and posting new 13-year highs. Today's pod features Saxo Head of Commodity Strategy Ole Hansen, 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, we discuss yesterday's weak US numbers cratering the US dollar, if once again not decisively, and boosting US treasuries. Equities provided little inspiration and it feels like the market is at a loss with what to do here with a crossfire of three massive issues possibly pulling things in very different directions. Today's podcast 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 look at global equities and the US dollar on tilt as a new week and a new month get underway as geopolitical and trade tensions ratchet higher again, especially on Trump's doubling of steel and aluminum tariffs (was this in response to his finding out about the "TACO trade"? (Trump Always Chickens Out)). A rundown of the raft of the key US data up this week ahead and more also on the pod, which is hosted today 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 we look at what looked like a key reversal day for the near term yesterday - as the US equity market rolled over after attempting to pierce key resistance, and the US dollar rally attempt was likewise crushed. Also, we cover the Nvidia earnings, some key provisions in the "big beautiful bill" that could spell trouble for US markets and the USD 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.

What are the best brokers for investors in Belgium?Which ones are the cheapest?Which ones are the safest?Which ones handle all Belgian taxes?Which ones are the easiest to use?In this episode, we analyse and compare the 12 main brokers used by investors in Belgium, so that you can pick the best one.We cover the following brokers: Bolero, Degiro, Keytrade, Saxo, Re=Bel, Mexem, MeDirect, ING Self Invest, Lynx, Trade Republic, Bux and Interactive Brokers.Over the past 13 years investing in the stock market, I've changed brokers several times. And because I have a portfolio of index funds of over 1 million euros, it's important for me to pick the best one.I have also helped thousands of investors (from very beginners to advanced) select their brokers. To do so, I've developed a comprehensive research and comparison framework, which we explain in this episode. For this 2025 version, Toon and I have spent 3 months reviewing all brokers information, emailing them and calling them to fill the gaps. It's a ton of work. Huge thanks to Toon for doing the heavy lifting for this 2025 update.The FIRE Belgium Broker Comparison Table used to be for the participants of the Index Investing Online Course only, but I'm making it available for free so that everyone can benefit from the research. I also hope this will help brokers improve their services over time.If you find this helpful, please subscribe, hit the like button and share the episode (or this email) with a friend. They'll thank you later.To get the full value of this episode, make sure to download the full FIRE Belgium Broker Comparison Table for free on the FIRE Belgium website: http://firebelgium.com/brokers What's next?Brokers are an important part of index investing. But it's only one part of the system you need to setup.You also need to understand taxes, pick the right ETFs, determine your asset allocation build your personal investment plan, and then figure out all the practical stuff.It can feel overwhelming.And to help you I invite you to watch the Free Workshop on the FIRE Belgium website: How to Build Wealth on Autopilot: Evidence-based Investing, optimized for Belgian taxes.In the workshop you will learn:How to invest to get better results than banks and professional fund managers – while doing 0.1% of the work and paying 10 times less. Proven by 50 years of academic research.How to minimize Belgian investment taxes and optimize returnsHow to invest well with 100 euros (you don't need much to get started!) in less than 5 minutes a monthHow to get started with index investing in Belgium in just a few weeks – my practical roadmap to learn everything you need to know and start investing with confidence.Watch the workshop on demand at http://firebelgium.com/investingworkshop And if you want quick responses to your questions, Toon (who is the special guest on this episode) and myself are also available for 1-on-1 consultation calls. You will find those details on http://firebelgium.com/1on1 ---Learn about Financial Independence in Belgium: https://firebelgium.com

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.

Je hoort het goed. Ondanks protesten van beleggers en een deel van het personeel, denkt Musk niet aan opstappen bij Tesla. Hij wil nog vijf jaar blijven bij Tesla 'tenzij hij dood gaat'. Deze aflevering hebben we het over die belofte. Wie wint hier nu het meest mee? En gaat Musk de puinhopen (die hij zelf maakte) nu echt opruimen de komende jaren? Dat hoor je. Wat je ook hoort is de opmerkelijke keuze van Nvidia. Dat gaat de eigen monopolie opbreken.Bizar, net als een belofte van Trump eerder. Dat hij als president wel even de oorlog in Oekraine zou oplossen. Volgens hem gaan Poetin en Zelensky met elkaar om de tafel en komt er een staakt-het-vuren tussen Rusland en Oekraine. Stel dat dat zo is, wat gebeurt er dan met de defensie-aandelen? Zijn die niet veel te hard opgelopen?Ook hebben we het over ABN Amro, dat nu echt op overnamepad kan. De staat verkoopt een enorm pakket aan aandelen van de bank. Dat zorgt (alweer) voor speculaties. See omnystudio.com/listener for privacy information.

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.

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.

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.

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.  

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

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.