logo
episode-header-image
Nov 2024
16m 46s

US election extravaganza

SAXOSTRATS
About this episode

No big surprises here - this is all about the US election and the market reactions associated with it.

John J. Hardy, Chief Macro Strategist and Ole S. Hansen, Head of Commodity Strategy are the experts. Søren Otto is the host.

Read daily in-depth market updates from the Saxo Market Call and Saxo Strats Market Strategy Team here.

Click here to open an account with Saxo.

Up next
Today
Much ado about a modest Jackson Hole something
Today we pick apart the market drama that unfolded in the wake of a modestly dovish Jackson Hole speech from Fed Chair Powell, with market divergences more compelling to discuss than the speech itself and its boost to the broader market. We also emphasize that the week ahead coul ... Show More
20m 38s
Aug 22
Is Nvidia dead to China?
Slide deck for today's podcast: https://bit.ly/47eartf - Be sure to check out the many links, including those discussed on today's podcast, together with the chart of the day, over at the johnjhardy substack. (available within two hours of this episode upload) Today we focus on p ... Show More
25m 40s
Aug 21
Dip buyers celebrate, but market fragility now laid bare
Today, we note that dip-buyers won the day yesterday after a further acceleration of the sell-off, but that the entire volatile experience has further revealed the fragility of this market. We also note reactions to incoming earnings, the pressure on long bonds easing with the im ... Show More
19m 39s
Recommended Episodes
Apr 2025
Markets Plummet as Tariff-War Woes Fuel Exodus From US Assets
Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. Less than 24 hours after President Donald Trump backtracked on his once-in-a-century trade war to prevent a meltdown in financial markets, frantic selloffs hit US stocks, bonds and the dollar yet again as fears ... Show More
39m 34s
Apr 2025
Closing Bell Overtime: BlackRock Co-Founder On Market Volatility; Former Bridgewater Chief Investment Strategist On Gold, Dollar 4/10/25
Lori Calvasina of RBC Capital Markets and Adam Crisafulli of Vital Knowledge discussing the ongoing equity pullback and Calvasina digs into why her S&P 500 bear case is now the base case. Our Megan Cassella reports on the White House’s tariff plans targeting China, while Pippa St ... Show More
51m 5s
Apr 2025
Tariff-ied markets
The global trade war intensifies as the Trump Tariffs come into effect. Equities continue to decline for the fourth consecutive day, threatening to push the S&P 500 into bear market territory, as investors seek safe havens. Meanwhile, Treasuries, once considered the world's ultim ... Show More
11m 51s
Nov 2024
Are Stocks Too Hot? - S&P 500 Hits Crucial Levels
Dan Nathan and Guy Adami break down the top market headlines and bring you stock market trade ideas for Monday, November 11th. Timecodes0:00 - SPX & NDX Levels14:00 - Dollar, Gold & Bitcoin18:00 - Crude Oil19:45 - Big Tech Rotation24:30 - Home Depot26:15 - Audience Q&A--Learn mor ... Show More
32m 9s
Oct 2024
Market volatility: earnings concerns and pre-election jitters
US stock markets experienced a downturn, with all major indices posting significant losses. Consumer discretionary stocks felt the brunt of the decline, led by disappointing performances from Coca-Cola and McDonald's. Meanwhile, the tech sector faced pressure ahead of the highly ... Show More
14m 31s
Nov 2024
Markets react as expected to Trump tariff announcements
European markets closed lower yesterday, with auto stocks down 1.7%. The big US equity indices all inched higher, although small caps fell after Monday’s gains. Asia was mixed this morning with Chinese stocks up and Japanese stocks down. Bitcoin is now trading nearer USD 90,000 t ... Show More
13m 37s
Nov 2024
Equities extend post-election rally
Global equities continued to celebrate the US election results, with European stocks joining the rally despite German Chancellor Olaf Scholz announcing potential snap elections. US equities hit new record highs yesterday, driven by technology stocks, upbeat earnings reports and a ... Show More
16m 13s
Apr 2025
A "Rip Your Face Off Rally"
Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. President Donald Trump’s pledge to pause tariffs on some trading partners ignited the biggest burst of buying Wall Street has seen since 2008. Trump announced a 90-day pause on higher reciprocal tariffs that hi ... Show More
35m 3s
Nov 2024
Investor Guide: Opening Bid round-up of Invest 2024
Amid a changing political landscape in the US and uncertainty across the world, many investors are looking for guidance for the rest of the year and beyond. Yahoo Finance’s marquee event, Invest 2024, brings together executives from some of the world’s largest corporations, thoug ... Show More
25m 40s
Apr 2025
The Trump Trade War’s First Casualty? The Bull Market
It's been a volatile few days across global markets.  As the equity sell-off has deepened, a growing number of market strategists have revised down their targets for where the S&P 500 will be at the end of the year, and economists at several big banks have updated their forecasts ... Show More
19m 53s