@johnjhardy.bsky.social
📤 20
đź“Ą 3
đź“ť 10
reposted by
Today's John J. Hardy substack now out, with notes/links from today's Saxo Market Call podcast and chart/profile of interesting company picked up by Druckenmiller's family office in Q2.
johnjhardy.substack.com/p/the-800-po...
loading . . .
The 800-pound long bond gorilla remains in the room.
Pressure on long yields has been there for a while, but yesterday seemed a wakeup moment for equities on the issue. When are yields no longer "allowed" to be set by markets?
https://johnjhardy.substack.com/p/the-800-pound-long-bond-gorilla-remains
5 months ago
0
0
1
Today's John J. Hardy substack now out, with notes/links from today's Saxo Market Call podcast and chart/profile of interesting company picked up by Druckenmiller's family office in Q2.
johnjhardy.substack.com/p/the-800-po...
loading . . .
The 800-pound long bond gorilla remains in the room.
Pressure on long yields has been there for a while, but yesterday seemed a wakeup moment for equities on the issue. When are yields no longer "allowed" to be set by markets?
https://johnjhardy.substack.com/p/the-800-pound-long-bond-gorilla-remains
5 months ago
0
0
1
New Saxo Market Call podcast now out, talking shop with
@oleshansen.bsky.social
as we eye Inauguration Day for Trump 2.0 next Monday and all of the key questions market participants are asking about the incoming administration, especially on tariffs.
saxostrats.podbean.com/e/tilting-to...
loading . . .
Tilting towards Trump 2.0 | Saxo Market Call
With just six days to go to president-elect Trump's second Inauguration Day, we look at the lay of the land and how markets are anticipating the big incoming policy shifts, especially the shape of inc...
https://saxostrats.podbean.com/e/tilting-towards-trump-20/
about 1 year ago
0
1
3
The week ahead in FX after the breaking news earlier on possibility that Trump tariffs will only be targeted, not broad-based:
social.saxo/iehbyrb?uuid...
#USDJPY
#EURUSD
loading . . .
FX Update: Trump may seek more targeted tariffs, USD dumps
Breaking news today as USD plunges on story that incoming Trump administration may only seek targeted tariffs for key imports, not a broad-based approach
https://social.saxo/iehbyrb?uuid=Il1jZOn
about 1 year ago
0
0
0
French 10-year yield closed the day above Greek 10-year yield for first time yesterday. Germany-France close to widest spread for the cycle, currently +87 bps.
about 1 year ago
1
0
0
My last FX Update of 2024: The volatile road ahead in 2025.
social.saxo/m21ltxv?uuid...
#Forex
#EURUSD
loading . . .
FX Update: FX Update: The volatile road ahead in 2025
Markets have spent much of the last weeks of 2024 trying to understand the impact of Trump 2.0. In the final post of 2025, we look at the key questions for the incoming Trump administration and other ...
https://social.saxo/m21ltxv?uuid=8b8Egfg
about 1 year ago
0
0
0
With 20-20 hindsight, why
#FOMC
reaction was so vigorous when Fed merely brought 2025 in line with market expectations.
social.saxo/8kwez2r?uuid...
about 1 year ago
0
0
0
reposted by
Ole S Hansen
about 1 year ago
As 2024 draws to a close, the topic of the final podcast of the year is the biggest headlines of this year and what is to come in 2025. Experts are Chief Macro Strategist
@JohnJHardy.bsky.social
and Head of Commodity Strategy Ole S. Hansen.
social.saxo/xfzqozs?uuid...
loading . . .
A look into 2025: Turbulent times could be ahead
As 2024 draws to a close, the topic of the final podcast of the year is the biggest headlines of this year and what is to come in 2025. Experts are Chief Macro Strategist John J. Hardy and Head of Com...
https://social.saxo/xfzqozs?uuid=irwznpw
0
1
1
Caution: The US stock market is out of balance.
social.saxo/nvwrwgw?uuid...
The big high momentum stuff is taking the market-cap weighted indices ever higher, but broader market is quite weak here - divergences getting ugly....
loading . . .
Caution: The US stock market is out of balance
The US stock market is showing signs of near-term speculative excess, as traders and investors pile into the high momentum trades while the broader market is suffering. These kinds of divergences can ...
https://social.saxo/nvwrwgw?uuid=3BbbNxu
about 1 year ago
0
0
0
Still a key area - now featuring slightly sloppy inverted head and shoulders ...
add a skeleton here at some point
about 1 year ago
0
0
0
reposted by
Ole S Hansen
about 1 year ago
#Equities
#forex
#bonds
#commodities
#macro
loading . . .
Global Market Quick Take: Europe – 6 December 2024
https://social.saxo/cjrv941?uuid=F962z9b
0
3
1
reposted by
Ole S Hansen
about 1 year ago
#equities
#bonds
#forex
#commodities
#macro
loading . . .
Global Market Quick Take: Europe – 29 November 2024
https://social.saxo/eqb0uhp?uuid=V1jnb5-
0
2
1
oilprice.com/Energy/Crude...
loading . . .
Exxon Pours Cold Water On Trump's
Contrary to expectations for a self-defeating flood of new energy production under the second Trump admin, Exxon’s Upstream President Liam Mallon said that oil and gas producers in the US will not rai...
https://oilprice.com/Energy/Crude-Oil/Exxon-Pours-Cold-Water-On-Trumps-Drill-Baby-Drill-Plans.html
about 1 year ago
0
0
0
Critical area in
#EURUSD
coming up here in 1.0600 - today end-of-month fixing for USD.
about 1 year ago
0
1
1
you reached the end!!
feeds!
log in
