Does the market think Trump is bluffing?

Saxo Market Call

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American Criminal

1
The Menendez Brothers | Five-Year Plan | 1 43:56

منذ 1 year43:56

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إعجاب

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43:56

On August 20th, 1989, Lyle and Erik Menendez shot and killed their own parents. Until then, this Beverly Hills family had been a portrait of the American Dream. How did it go so wrong? To listen to all four episodes of 'The Menendez Brothers' right now and ad-free, go to IntoHistory.com . Subscribers enjoy uninterrupted listening, early releases, bonus content and more, only available at IntoHistory.com . If you or someone you know is in crisis, there is free help available at mhanational.org Learn more about your ad choices. Visit megaphone.fm/adchoices…

منذ عام واحد 26:46

MP3•منزل الحلقة

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.

100 حلقات

#Special Editions

Saxo Market Call

Does the market think Trump is bluffing?

Saxo Market Call

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published منذ عام واحد

MP3•منزل الحلقة

Today's slide deck: https://bit.ly/40SLUGi

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.

100 حلقات

#Special Editions

كل الحلقات

Saxo Market Call

1
US bear market risks ratchet higher. EUR train has left the station. 28:54

منذ 4 أيام28:54

28:54

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 .…

Saxo Market Call

1
Twin EU fiscal bazooka. Trump grift: bug AND feature? 23:44

منذ 6 أيام23:44

23:44

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 .…

Saxo Market Call

1
Are we on the verge of a big whoosh? 25:27

منذ 7 أيام25:27

25:27

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 .…

Saxo Market Call

1
Meltdown risks are rising. What to watch next. 19:01

منذ 11 يومًا19:01

19:01

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 .…

Saxo Market Call

1
Nvidia earnings were a damp squib, now market is unleashed. 21:39

منذ 12 يومًا21:39

21:39

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 .…

Saxo Market Call

1
Nvidia earnings incoming and must deliver or else 22:52

منذ 14 يومًا22:52

22:52

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 .…

Saxo Market Call

1
A look ahead at Nvidia earnings and German election 23:07

منذ 18 يومًا23:07

23:07

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 .…

Saxo Market Call

1
Europe is on fire 23:49

منذ 21 يومًا23:49

23:49

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 .…

Saxo Market Call

1
Trump's risky gambit 23:10

منذ 25 يومًا23:10

23:10

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 .…

Saxo Market Call

1
How the USD bear case finds confirmation 22:34

منذ 28 يومًا22:34

22:34

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 .…

Saxo Market Call

1
The US dollar bear case 24:48

منذ 5 weeks24:48

24:48

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 .…

Saxo Market Call

1
Mag 7 risks underappreciated? 18:55

منذ 5 weeks18:55

18:55

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 .…

Saxo Market Call

1
If new Trump tariffs stick, markets have only just begun to react 20:34

منذ 5 weeks20:34

20:34

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 .…

Saxo Market Call

1
Does the market think Trump is bluffing? 26:46

منذ 6 weeks26:46

26:46

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 .…

Saxo Market Call

1
The DeepSeek winners emerge 17:55

منذ 6 weeks17:55

17:55

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 earnings, FOMC preview and more also on the show, now with the return of the slide deck (link below)! Today's episode features Ole Hansen, Head of Commodity Strategy and John J. Hardy, Chief Macro Strategist. Link to today's slide deck: https://bit.ly/40RG7Rh 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 .…

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Does the market think Trump is bluffing?

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Does the market think Trump is bluffing?