John Hardy
Head of FX Strategy
- @johnjhardy
RT @Steen_Jakobsen: China’s Exports and Imports Drop in June in Wake of New U.S. Tariffs https://t.co/JqbzhAbRbY
- @johnjhardy
RT @TheEconomist: According to the UN the chance of a 15-year-old boy dying by the age of 50 is now higher in America than in Bangladesh ht…
- @johnjhardy
RT @Ole_S_Hansen: #Stocks, #bonds and #gold all moved higher and the $USD lower after Fed Chair Powell's testimony affirmed that the Fed is…
- @johnjhardy
@lincolnsamelson @kevinmuir Ergo - US stocks marked down against real assets - a crash against something in other words
- @johnjhardy
Turkey’s economy is in danger of falling into an economic collapse similar to those seen in Latin American nations… https://t.co/SG0yxzGZpC
- @johnjhardy
This Epstein case has potential to go thermonuclear across Washington and into corporate super - elite and who know… https://t.co/m6FLKcKP7d
- @johnjhardy
RT @EpsilonTheory: Excellent thread by @matthewstoller on an even more excellent book by @Chris_arnade. Seriously, if you haven't read Dig…
- @johnjhardy
RT @EconguyRosie: Best kept secret from that ballyhooed employment report on Friday: If not for the gains in the parts of the economy that…
- @johnjhardy
RT @lisaabramowicz1: “There’s an art to knowing when to leave the party. In fact it’s over -- people are desperate and they’re hunting down…
- @johnjhardy
RT @ftchina: Huawei CVs show close links with military, study says https://t.co/8kzvj0jye0
- @johnjhardy
@EddyElfenbein Happened to a laptop of mine a long time ago with power on and short circuited - put it in an oven a… https://t.co/qMrwlwX1NW
- @johnjhardy
RT @Schuldensuehner: Good Morning from Italy which is doomed by demographics. Birth rate has fallen <440k in 2018, 4% drop from preceding y…
- @johnjhardy
RT @OffTheRunTrades: If negative rates lead to equity valuations approaching ♾, why are Japanese and Eurozone equities trading at multiples…
- @johnjhardy
guesstimate is the most important word to associate with the individual NFP change release - the data relevant, but… https://t.co/l4hCrGpnVA
- @johnjhardy
RT @Schuldensuehner: Erdogan uses a presidential degree to sack #Turkey‘s Central Bank governor, raising fresh concerns about the independe…
- @johnjhardy
Also data on multiple jobholders rising - doesnt matter for today, but.... The Myth of the Tight U.S. Labor Market… https://t.co/RsJOqtG4q4
- @johnjhardy
Back in the twilight zone where the worst thing for assets is good economic data - glad to be going on three week h… https://t.co/7PM3JBt3kP
- @johnjhardy
Weekend reading: For #MMT https://t.co/IkxcvcdROs and Against MMT : https://t.co/43UFHSaPmg $$
- @johnjhardy
Commerzbank shifts forecast to 20 bp rate chop at next #ECB meeting July 25. Current market odds are only 40% in favour of 10 bps cut.
- @johnjhardy
Especially interesting general sentiment test for market for any variety of a #NFP surprise as much or more than im… https://t.co/WCzOsIgpDn
- @johnjhardy
New cycle low in German Factory orders - down -8.6% YoY in May and -2.2% MoM... Germany in recession
- @johnjhardy
RT @ShaneOliverAMP: Looks like extra $1080 tax rebate for low & middle earners on the way. Good news for econ & adds to confidence growth c…
- @johnjhardy
@chigrl There's the whole argument that QE is worth x% of policy rate cuts, however, so we may have had effective -… https://t.co/OGLCBm8juR
- @johnjhardy
RT @Steen_Jakobsen: Fiscal Push Is Coming in Europe: Saxo Bank's Jakobsen Says https://t.co/CT5qWDS4nz
- @johnjhardy
Actually, now that I am...ahem...actually reading the paper - it argues for an implementation that keeps cash and e… https://t.co/B1IgS1Zanv
- @johnjhardy
I suppose we're about to find out if this is possible... but they'll have to ban cash... Paper link:… https://t.co/HR5qlRhVI8
- @johnjhardy
RT @Steen_Jakobsen: Global Fiscal Panic - our Q3 outlook - one of our best ever and most timely. I got strong sense this week is massive ga…
- @johnjhardy
This is a mind-bender. I certainly hope your scenario doesn't obtain and we get a "great reset" scenario rather tha… https://t.co/CwYz1mX2s1
- @johnjhardy
Our @Steen_Jakobsen up shortly on @BloombergTV to talk our Q3 outlook. Strong views! Tune in. $$
- @johnjhardy
RT @Ole_S_Hansen: Thank you @ErikSTownsend and @MacroVoices for having me on your show. #oil #Opec #oott https://t.co/cExEU46en6
- @johnjhardy
RT @wmiddelkoop: @johnjhardy @CatoInstitute Thx John .. great find, missed it last year. This could be the reason gold moved up. She points…
- @johnjhardy
The unemployment rate is at a 50-year low. @ritholtz writes that this doesn't mean all is well in the job market… https://t.co/p5Zn0u2aq1
- @johnjhardy
The Reason Renewables Can't Power Modern Civilization Is Because They Were Never Meant To via @forbes https://t.co/k6ZILSmpyv
- @johnjhardy
Don't read Shelton as just "in favour of gold standard" but in favour of a comprehensive overhaul of still US-centr… https://t.co/jGc1FOBhDR
- @johnjhardy
RT @Steen_Jakobsen: Long but important Podcast on Legarde, Fed appointees and TOTAL LOSS of centralbank independence and full embracement o…
- @johnjhardy
Today's Market Call, discussing Lagarde as next #ECB president and much more. With @Steen_Jakobsen, @Ole_S_Hansen a… https://t.co/2hnT5hQgrV
- @johnjhardy
Riksbank keeps forecasted higher policy rate for Q3 2020 and Q3 2021 (oh why do they bother...) suggesting they st… https://t.co/xq1NBElZum
- @johnjhardy
Trump's Fed pick Judy Shelton is a fan of the gold standard and other unusual economic policies https://t.co/y3zUN8cHQu
- @johnjhardy
RT @Steen_Jakobsen: Lagarde to Succeed Draghi as ECB Chief as Economy Weakens // MMT is now a fact ..... https://t.co/2OFdit5igM
- @johnjhardy
@Market_Predator wider amplitude is both becuase these are nominal amounts - but also deficits have been getting la… https://t.co/asi4zhpVlf
- @johnjhardy
US budget deficit running at $-985 billion annualized clip based on 12-month moving average thru May release. This… https://t.co/EB7fJGlXMw
- @johnjhardy
RT @fiatcurrency: ITALY: Two-year yield falls below 0%, first time since may 2008. GREECE: Greek yields are getting close to falling below…
- @johnjhardy
Today's Market Call by SaxoStrats -> https://t.co/b6nimRcyar $$ #Commodities #Silver #Gold #Forex
About John J. Hardy
John Hardy joined Saxo Bank in 2002 and has been Head of FX Strategy since October 2007. He focuses on delivering strategies and analyses in the currency market as defined by fundamentals, changes in macroeconomic themes, and technical developments.
Hardy has won several accolades for his work and was named the most successful 12-month forecaster for 2015 among over 30 of FX Week’s regular contributors. His forex market column is often quoted and he is a regular guest and commentator on television, including CNBC and Bloomberg.
John Hardy joined Saxo Bank in 2002 and has been Head of FX Strategy since October 2007. He focuses on delivering strategies and analyses in the currency market as defined by fundamentals, changes in macroeconomic themes, and technical developments.
Hardy has won several accolades for his work and was named the most successful 12-month forecaster for 2015 among over 30 of FX Week’s regular contributors. His forex market column is often quoted and he is a regular guest and commentator on television, including CNBC and Bloomberg.
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