Saxo Market Call

• Yep: NOK, Wheat and Tesla in the same podcast.

  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 [email protected] for feedback and questions. Click here to open an account with Saxo.

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  24:16
• FOMC pumps USD. Stablecoin developments churn two superstar stocks.

  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 [email protected] for feedback and questions. Click here to open an account with Saxo.

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  12:47
• Geopolitics and FOMC desperation to ditch the dot plot

  Link to John's Mastering FX Webinar tomorrow Thursday, June 19. Today, a look at how this Israel-Iran conflict moves toward a "conclusion", with the risk that Israel has maximalist goals leaning toward regime change, so the timeline of the conflict is more likely to remain extended. Elsewhere, we look at the FOMC meeting today and the likely outcomes, as well as how the market "pricing" of the Fed's policy trajectory may be very misleading on what actually happens. Today's pod hosted by Saxo Global Head of Macro Strategy John J. Hardy.

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  17:35
• Geopolitics derails risk sentiment, but for how long?

  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 [email protected] for feedback and questions. Click here to open an account with Saxo.

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  26:04
• Bearish conviction rising again. Can the Fed cut as early as July?

  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 [email protected] for feedback and questions. Click here to open an account with Saxo.

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  16:23

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