Saxo Market Call

• Ripping gold reversal. Underappreciated Meta risks?

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

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  17:49
• Gold on hold as speculative comeback has come nearly full circle

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

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  27:34
• What now after the capitulation?

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

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  16:53
• As good as its gets on the trade news front

  Equity markets are shooting for the moon and the US dollar is rallying after the US-China trade talks at the weekend resulted in a 90-day ceasefire and temporary huge tariff reductions. We look at the implications across markets and ask whether this is as good as it can possibly get for now on the trade front, as this is a change of speed, not of direction. On today's pod are Saxo Head of Commodity Strategy Ole Hansen and Global Head of Macro Strategy John J. Hardy.

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  11:54
• A possibly pivotal Friday

  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 [email protected]  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.

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  11:17

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