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PODCAST

Saxo Market Call

For the aspirational trader and financial markets professional. Coming at you most trading days, the Saxo Market Call is the high frequency podcast for real-time analysis of the financial markets across asset classes, from forex and rates to equities and commodities.

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All Episodes

23:44

Twin EU fiscal bazooka. Trump grift: bug AND feature?

Saxo Market Call ·

2025/03/05

Today's slide deck: https://bit.ly/4hVKEbD - Today we unpack the historic paradigm shift as the EU and Germany have unveiled titanic fiscal initiatives that are altering the landscape for European bonds and the euro. Also, we look at whether there is a Trump put, and ponder whether Trump's moves on crypto and to supercharge money laundering risks are a feature as much as a bug. Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here. Please reach out

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25:27

Are we on the verge of a big whoosh?

Saxo Market Call ·

2025/03/04

Today's slide deck: https://bit.ly/4bsNZML - Markets are on technical and even an emotional edge as Trump tariffs have gone forward and as speculation swirls that Trump will announce something particularly dramatic at a speech later today. From currencies and gold to US tech and European defense, we have a look at what may come next, including the risk of a big risk-off "whoosh" here. Today's pod features Saxo Head of Commodities Strategy Ole Hansen and Saxo Global Head of Macro Strategy John J

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19:01

Meltdown risks are rising. What to watch next.

Saxo Market Call ·

2025/02/28

Today's slide deck: https://bit.ly/3DnFXrX -Yesterday's combination of Trump tariff threats and weak US data spooked the market further, as did the technical implications of a breakdown through first key support levels in the Nasdaq 100 index a day after Nvidia earnings. Today we run down the really critical support levels that must hold to avoid a bigger meltdown or even bear market kick-off. We also look at why some assets are moving as they are, and what to look at next with a very busy

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21:39

Nvidia earnings were a damp squib, now market is...

Saxo Market Call ·

2025/02/27

Today's slide deck: https://bit.ly/43cR9Ck - Today we break down Nvidia's earnings report. Long story short: its earnings don't look like they will be the trigger for the broader market direction from here, so now the market can do what it wanted to do with this distraction out of the way. Plenty more to talk about today, from the latest on Trump tariffs and US continuing to alter the geopolitical landscape to what is driving a huge ramp in one very old German stock. Today's pod features Global

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22:52

Nvidia earnings incoming and must deliver or else

Saxo Market Call ·

2025/02/25

Today's slide deck: https://bit.ly/4ibC6x2 - Today we look at the ugly rollover in risk assets as markets fret the geopolitical backdrop and perhaps rein in risk exposure ahead of the most important earnings event of the quarter: Nvidia's, which reports after the market close on Wednesday. We also talk the blistering pace of geopolitical developments and policy moves from the Trump administration as well as asking what Europe does next. On today's call are Saxo Global Head of Investment Strategy

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23:07

A look ahead at Nvidia earnings and German election

Saxo Market Call ·

2025/02/21

Today's slide deck: https://bit.ly/431GGtt - Today we look at the pivotal German election this weekend and a number of scenarios in what will inevitably prove a weak showing for the centrist parties. We also discuss the implications of Walmart's weak outlook and look ahead at the most pivotal earnings event of the quarterly cycle: the post-Wednesday close Nvidia report. The latest on FX and more also on today's pod, which features Saxo Global Head of Investment Strategy Jacob Falkencrone, with

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23:49

Europe is on fire

Saxo Market Call ·

2025/02/18

Today's slide deck: https://bit.ly/3EVhtGQ - European equity markets are on fire this year, and European defense stocks have lifted aggressively in recent days on fears that the entire transatlantic alliance is collapsing and will require a massive fiscal boost across Europe if it is to defend itself in a new geopolitical backdrop. We pick through one interesting angle on EU defense spending, break down the latest action in FX and commodities and much more as the world seems to spin faster and

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23:10

Trump's risky gambit

Saxo Market Call ·

2025/02/14

Today's slide deck: https://bit.ly/4jWq1NY -Today we sift through the market reaction to Trump's announcement of reciprocal tariffs, with the market celebrating their delayed implementation until at least after the April 1 report on US trade policy. We also discuss the mostly wound-down US earnings season, which has proven the best in three years, the big reversal in bond yields, developments in FX and some great links/must reads (see slide deck link) for those trying to grasp the Trump

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22:34

How the USD bear case finds confirmation

Saxo Market Call ·

2025/02/11

Today's slide deck: https://bit.ly/417UZv0 -While we have made the USD bear case to materialize at some point, we don't have much in the way of confirmation that it will arrive sooner rather than later, even if USDJPY may have posted a significant top. Today, a look at what is needed to get that confirmation while also running through the news of the day and what to watch for next across asset classes. Hosting today's podcast is John J. Hardy, Global Head of Macro Strategy. Read daily in-depth

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24:48

The US dollar bear case

Saxo Market Call ·

2025/02/07

Today's slide deck: https://bit.ly/3ECSW9o -Today, we round up Amazon.com's results and the refrain we are hearing from them that rhymes with Meta, Microsoft and Alphabet's complaints on capacity constraints and the need for massive further capital expenditures to build out data centers. And that being the case, how to position the DeepSeek news? Also on this podcast, Macro Strategist John J. Hardy lays out the US dollar bearish case as the US government will find that its chief priority is

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18:55

Mag 7 risks underappreciated?

Saxo Market Call ·

2025/02/05

Today's slide deck: https://bit.ly/4gs9L4q -Today we discuss the weakness in US tech sector after the close yesterday on Google's operational results and huge cap-ex spending plans and on AMD's weak forecast. As well, a look at the frictions already developing after 10% tariffs against China went ahead yesterday, together with the risks from AI disappointments to China exposure in most of the Mag 7 stocks. Elsewhere, the US dollar is falling and the JPY is surging after US 10-year rates have

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20:34

If new Trump tariffs stick, markets have only just...

Saxo Market Call ·

2025/02/03

Today's slide deck: https://bit.ly/3CyH5bX -Trump delivered on the comprehensive tariffs he promised at the weekend against Canada, Mexico and China, although they don't actually go into effect until 12:01 a.m (0501 GMT) tonight. That's when we find out how much the market is hoping that we somehow see Trump climb down from imposing these tariffs at the last moment. Today we discuss the quite modest market reaction to this momentous news and what to look for next across asset classes, from

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26:46

Does the market think Trump is bluffing?

Saxo Market Call ·

2025/01/31

Today's slide deck: https://bit.ly/40SLUGiToday we look at the tepid market reaction to Trump's threat of imminent tariffs on Canada and Mexico as we wonder whether the market refuses to react until the tariffs are actually in force, thinking some last minute deal will avoid them. Also, lots to sift through in the blitz of earnings announcements incoming this week and next, as well as some thoughts on the ECB, EURUSD and macro data in store for us in the coming week. On today's pod were Global Head

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17:55

The DeepSeek winners emerge

Saxo Market Call ·

2025/01/29

Today we sort through the quite mixed counter-reaction to the DeepSeek news that hit the market so hard at the start of the week, noting the raft of companies that have now surged after the initial reaction as lower cost AI models are seen as powering lower cost AI solutions. We also look at the commodities complex, where softs and grains are stealing the spotlight. The latest on earnings, FOMC preview and more also on the show, now with the return of the slide deck (link below)! Today's episode

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15:51

DeepSeeking missile strikes global markets

Saxo Market Call ·

2025/01/27

The news of China's DeepSeek AI model suddenly gained critical mass at the weekend and triggered an avalanche of selling across the incumbent AI space as the implications of this possibly profound disruptor became clearer. Across the board deleveraging, with special intensity in AI-related tech names is the order of the day as bonds found a safety bid and the JPY did likewise. On today's podcast were John J. Hardy, Chief Macro Strategist and Ole S. Hansen, Head of Commodity Strategy. Read daily

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15:57

Four days in, Trump continues to dominate headlines,...

Saxo Market Call ·

2025/01/24

Today we look at the latest flurry of Trump headlines and whether we are any the wiser on where tariff policies are headed, even as the market takes some encouragement. We sort through some of the next questions to ask about Trump policy as well, especially whether he'll get what he wants from the oil and gas market: lower prices. Elsewhere, the market is issuing a collective yawn after the BoJ hike overnight. And we flag the big event risks of next week and an interesting US option market indicator

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17:59

Trump 2.0 swings into action

Saxo Market Call ·

2025/01/21

The day after Trump's inaugural address, we sort through the interesting things that Trump said as well as what went unsaid and break down some of the ensuing market action, most of which was quite modest after the WSJ broke a key story indicating Trump would not be announcing any tariffs until federal agencies were tasked with investigating key countries. Today's episode features John J. Hardy, Chief Macro Strategist and Ole Hansen, Head of Commodities Strategy.See John's Q1 Macro Outlook here

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24:36

Brace for Monday, as a new era now begins

Saxo Market Call ·

2025/01/17

In today's podcast, we look at what has taken shape this week across markets this week, especially the drop in US treasury yields. Above all, however we discuss what we and the markets are bracing for as Trump 2.0 kicks off with Monday's inauguration event in Washington DC, a day that US markets are also closed for MLK day. Today's podcast features Ole Hansen, Head of Commodity Strategy and John J. Hardy, Chief Macro Strategist.See John's Q1 Macro Outlook here. See John's Q1 FX Outlook here. See

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20:06

Tilting towards Trump 2.0

Saxo Market Call ·

2025/01/14

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 incoming tariffs. We also look at factors driving the strong start in global commodity markets to start the year, the impact of sanctions on Russian oil and gas assets and upcoming event risks this week. Today's episode features Saxo Head of Commodity Strategy Ole Hansen, with Chief Macro Strategist John

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33:44

A wild ride in 2025 awaits

Saxo Market Call ·

2024/12/17

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 Commodity Strategy Ole S. Hansen.We will be back in January and wish you all a joyful festive season and a happy New Year. Read daily in-depth market updates from the Saxo Market Call and Saxo Strats Market Strategy Team here. Click here to open an account with Saxo.

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307 results

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