EPISODE · Jan 19, 2026 · 17 MIN
A week ahead in which a decade might happen.
from Saxo Market Call · host SaxoStrats
Markets are nervous as it feels like an either-or setup soon with the US-Europe relationship over the Trump administration's apparent intent to "take" or "buy" Greenland - are we set for a TACO and a deal or a significant break in the transatlantic alliance, both in terms of defense and trade? Also, history is being made with the treatment of Venezuela's oil revenues, US treasury yields may finally be on the move, earnings season is revving up and much more. Today's pod is hosted by Saxo Global Head of Macro Strategy John J. Hardy. As noted on today's pod, Brent Johnson of Santiago Capital interviewed Rabobank's visionary macro strategist Michael Every - a must watch. Also, an X account of unknown authenticity but with many provocative takes on many pressing issues of late points out the novel treatment of Venezuela's oil revenues and what this could indicate. For our longer form podcasts, you will also find links discussed on the podcast and a chart-of-the-day over at the John J. Hardy substack. 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. Intro and outro music by AShamaluevMusic DISCLAIMER This content is marketing material. Trading financial instruments carries risks. Always ensure that you understand these risks before trading. This material does not contain investment advice or an encouragement to invest in a particular manner. Historic performance is not a guarantee of future results. The instrument(s) referenced in this content may be issued by a partner, from whom Saxo Bank A/S receives promotional fees, payment or retrocessions. While Saxo may receive compensation from these partnerships, all content is created with the aim of providing clients with valuable information and options.
What this episode covers
Markets are nervous as it feels like an either-or setup soon with the US-Europe relationship over the Trump administration's apparent intent to "take" or "buy" Greenland - are we set for a TACO and a deal or a significant break in the transatlantic alliance, both in terms of defense and trade? Also, history is being made with the treatment of Venezuela's oil revenues, US treasury yields may finally be on the move, earnings season is revving up and much more. Today's pod is hosted by Saxo Global Head of Macro Strategy John J. Hardy. As noted on today's pod, Brent Johnson of Santiago Capital interviewed Rabobank's visionary macro strategist Michael Every - a must watch. Also, an X account of unknown authenticity but with many provocative takes on many pressing issues of late points out the novel treatment of Venezuela's oil revenues and what this could indicate. For our longer form podcasts, you will also find links discussed on the podcast and a chart-of-the-day over at the John J. Hardy substack. 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. Intro and outro music by AShamaluevMusic DISCLAIMERThis content is marketing material.Trading financial instruments carries risks. Always ensure that you understand these risks before trading. This material does not contain investment advice or an encouragement to invest in a particular manner. Historic performance is not a guarantee of future results. The instrument(s) referenced in this content may be issued by a partner, from whom Saxo Bank A/S receives promotional fees, payment or retrocessions. While Saxo may receive compensation from these partnerships, all content is created with the aim of providing clients with valuable information and options.
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A week ahead in which a decade might happen.
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