@johnjhardy.bsky.social
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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...
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?
johnjhardy.substack.com
September 3, 2025 at 12:53 PM
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...
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...
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?
johnjhardy.substack.com
September 3, 2025 at 12:53 PM
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...
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...
@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...
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...
saxostrats.podbean.com
January 14, 2025 at 10:28 AM
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...
@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...
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
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
social.saxo
January 6, 2025 at 12:28 PM
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
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.
January 3, 2025 at 9:31 AM
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.
My last FX Update of 2024: The volatile road ahead in 2025. social.saxo/m21ltxv?uuid... #Forex #EURUSD
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 ...
social.saxo
December 20, 2024 at 12:54 PM
My last FX Update of 2024: The volatile road ahead in 2025. social.saxo/m21ltxv?uuid... #Forex #EURUSD
With 20-20 hindsight, why #FOMC reaction was so vigorous when Fed merely brought 2025 in line with market expectations. social.saxo/8kwez2r?uuid...
December 18, 2024 at 7:50 PM
With 20-20 hindsight, why #FOMC reaction was so vigorous when Fed merely brought 2025 in line with market expectations. social.saxo/8kwez2r?uuid...
Reposted
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...
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...
social.saxo
December 17, 2024 at 11:36 AM
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...
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....
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 ...
social.saxo
December 17, 2024 at 12:26 PM
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....
Still a key area - now featuring slightly sloppy inverted head and shoulders ...
December 6, 2024 at 8:06 AM
Still a key area - now featuring slightly sloppy inverted head and shoulders ...
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