EPISODE · Aug 20, 2026 · 25 MIN
Beginning of a larger bearish correction here?
from Saxo Market Call · host SaxoStrats
Today, a thorough look at the commodity space, especially crude oil as hopes for relief from geopolitical tensions fade and how it may be weighing on broader risk sentiment. With Saxo Head of Commodity Strategy Ole Hansen, we also take a look at copper market dynamics and grain and soft developments as geopolitical and El Niño risks weigh. We also sift through broader equity market dynamics and the risks that we are heading into a bearish correction here. Today's pod hosted by Saxo Global Head of Macro Strategy John J. Hardy. Links Coverage of Cerebras' latest chip and claims of huge potential advances in inference computing efficiency. As well, WSJ covers a new semiconductor startup Etched, which shows that technical disruption risks in the AI compute hardware space are significant. Polemic Paine with a thorough look at factors that have him concerned we face a significant equity market correction in the US. 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 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.
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Beginning of a larger bearish correction here?
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