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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.

business investing

All Episodes

21:40

What one Mag7 name giveth, another Mag7 name taketh away

Saxo Market Call ·

2025/08/01

Link to today's slide deck. - Today, a look at a very unusual and very climactic third consecutive outside day on the Nasdaq 100 index, as the intraday rally tested all time new highs before selling started that accelerated on Amazon.com's earnings after the close. Also, a look at Europe struggling mightily today and some of the mighty that have fallen of late. Huge focus today as well on the US July jobs report and how it will impact the US dollar, as well as a preview of critical names

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22:14

Is Meta bad for humanity, even if earnings were as...

Saxo Market Call ·

2025/07/31

Today, a look at Meta blasting it out of the park in its latest earnings report, though this could be about as good as it gets for a company of its size, and its roadmap has some "questionable" elements. Microsoft also surprised, sending Mag7 sentiment higher ahead of two further Mag7 names to report today - Apple and Amazon. Also, a look at Trump's latest tariff announcements, the FOMC and Bank of Japan meetings and USDJPY levels and more. Today's pod hosted by Saxo Global Head of Macro Strategy

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19:22

Most dangerous market of all time?

Saxo Market Call ·

2025/07/30

Today, a run down the gauntlet of risks that this market has to navigate in the coming two weeks, from earnings and US data to geopolitics and other factors as we fret that a reasonable consolidation at minimum is imminent, and even if it isn't, would further destabilize the course of future returns. A discussion of Meta reporting today, Novo Nordisk's profit warning and whether the bottom is near for that company and much more. Today's pod hosted by Saxo Global Head of Macro Strategy John J.

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21:04

Euro crushed and what does Visa tell us about US...

Saxo Market Call ·

2025/07/29

Today, we look at the downdraft in the euro and European stocks yesterday and wonder if this is merely a kneejerk reaction to the EU-US trade deal or the start of something bigger. We also run down a few big movers in the US yesterday as the AI theme remains strong in the "shovel" space in AI (those who make the hardware driving AI data centers). Finally, we use Visa's valuation to demonstrate the rich valuation in US equities, look at levels for major Euro crosses and gold and silver, break down

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13:17

Euro drops back after EU and US strike trade deal

Saxo Market Call ·

2025/07/28

Today, a look at the reaction to the EU-US trade deal struck at the weekend, as some may be surprised to see a weaker euro on the back of this. Elsewhere, we talk Physical AI and an interesting ETF that has exposure to the space, the comeback in risk sentiment, the rise of Chinese luxury and more. Hosting today's pod is Saxo Global Head of Macro Strategy John J. Hardy.Link to John J. Hardy's substack. Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team

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28:15

Monumental week ahead as markets too complacent

Saxo Market Call ·

2025/07/25

Today's slide deck: https://bit.ly/3H3NZbk -Today, a look at a US equity market showing remarkable complacency, with some initial signs that things are wobbling. But we have a monumental week ahead as earnings season peaks and we look at the cavalcade of event risks on top of that, including FOMC and not least, the BoJ, as well as the US jobs report and Trump's trade deal headline. Full slide deck today, with must reads and listens. Link to John's latest FX Update: https://bit.ly/4716GqK Read

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18:37

Deep dive on autonomous driving as Tesla hits rough...

Saxo Market Call ·

2025/07/24

Today, a roundup of the key earnings reported after the close yesterday - especially Tesla, which dumped more than 5% on dire results as well as on CEO Elon Musk's guidance for the next few quarters. This inspired a little deep dive into the autonomous driving space, as we discuss Alphabet's Waymo and a surprising possible competitor in the coming years that isn't Tesla. Also, we look at Alphabet's positive report, the latest in FX and a look ahead at today's key earnings reports and more. Today's

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14:21

US and Japan make a deal. Tesla, Alphabet and IBM to...

Saxo Market Call ·

2025/07/23

Today, a look at the US-Japan trade deal and the market reaction, especially forceful in Japan. Elsewhere, we rundown the first really impactful earnings reports for this quarter as Google-parent Alphabet, Tesla and IBM are set to report earnings after the close today. IBM has a "new" angle that could see considerable focus. Also, a look at FX, incoming event risks and much more. Hosting the pod is Saxo Global Head of Macro Strategy John J. Hardy. Read daily in-depth market updates from the Saxo

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26:34

Three big questions in the week ahead.

Saxo Market Call ·

2025/07/02

Today's slide deck: https://bit.ly/46utCye -Today we note interesting divergences in the US equity market as the Nasdaq posted an ugly session while small caps surged. We also look at three key event risks for the US dollar and global markets in the coming week, round up the commodity market performance in the first half of the year and discuss the themes we expect to emerge in the second half. A great list of must reads in the slide deck and more. Today's pod with Saxo Head of Commodity Strategy

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19:13

Melt up scenario versus perilous concentration

Saxo Market Call ·

2025/07/01

Today we discuss whether the massive concentration in the US equity market is a bug or a feature, noting that market breadth is the worst ever at a major new market high by at least one measure. Elsewhere, we break down the commodity performance for the first half of the year, talk gold's comeback from key support, the lay of the land in currencies, Apple's rally, Tesla dump late yesterday on a new Musk-Trump exchange and much more. Today's pod features Saxo Head of Commodity Strategy Ole Hansen and

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25:31

A bit too much perfection in the price?

Saxo Market Call ·

2025/06/27

Today's slide deck: https://bit.ly/4kcqDOm -Today, wondering if the US market is pricing a bit too much perfection and complacency, though hard to find any specific flashing red lights. Also, a rundown of the weak USD picture, gold chart technicals, Nike earnings, a profile of two interesting companies on a crazy moonshot, this week's must reads and listens and much more. Today's pod hosted by Saxo Global Head of Macro Strategy John J. Hardy. Read daily in-depth market updates from the Saxo

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14:41

Nvidia close to taking the market cap crown once again

Saxo Market Call ·

2025/06/26

Today, a look at Nvidia's new all time high, which actually came before news of Micron's very strong earnings report after the close that reassured investors in AI data center stocks. Also, the USD has rushed to new lows on intensifying speculation that Trump will nominate a new and dovish Fed Chair soon and well ahead of the end of Powell's term in May of next year. Finally, a preview of Nike's earnings after the close today and much more on today's pod, which features Saxo Global Head of Macro

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12:08

Nasdaq 100 Index hits all time high. Micron earnings...

Saxo Market Call ·

2025/06/25

Today we look at another day of strong market sentiment as the US Nasdaq 100 index hit an all time high yesterday, with the broader market still lagging a bit. Lots of company specific news to discuss as stablecoin mania continues to roil key names and as the chip and AI tech with AMD rallying hard on upgrades to their outlook from analysis. Stocks related to AI data centers, including Nvidia should hotly anticipate the Micron earnings report after the close in the US today. This and much more on

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14:07

Crude oil and USDJPY whiplash. Tesla fans ignore...

Saxo Market Call ·

2025/06/24

Today we discuss how Iran's staged response to US bombings mostly crushed the geopolitical tension premium in crude oil and gave a big boost to global risk sentiment, which also enjoyed another Fed member waxing dovish, sending US yields lower. Also, Tesla couldn't have timed its autonomous driving service debut better, as the stock soared despite shaky performance in at least one report. This and a discussion of gold and more on today's pod, which features Saxo Head of Commodity Strategy Ole

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15:54

Market quickly recovering from Operation Midnight Hammer

Saxo Market Call ·

2025/06/23

Today we talk through the US "Operation Midnight Hammer" bombing of Iran's nuclear facilities and the implications from here, as well as why we have seen limited fallout for global markets thus far. As well, we discuss why the JPY is suffering a fresh pounding overnight for reasons entirely unrelated to geopolitics. This and much more on today's pod, which features Saxo Head of Commodity Strategy Ole Hansen and Saxo Global Head of Macro Strategy John J. Hardy. Read daily in-depth market updates

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24:16

Yep: NOK, Wheat and Tesla in the same podcast.

Saxo Market Call ·

2025/06/20

Today's slide deck: https://bit.ly/4e7CyLM - Today, a full-service podcast with slide deck: we talk crude oil and risk appetite as Trump tries to press pause on the Iran-Israel conflict, the metals and grains outlook as wheat has caught a significant bid, the FX lay of the land, Tesla's high-stakes upcoming weekend and much more, including some links to other great content. Today's pod with Saxo Head of Commodity Strategy Ole Hansen and Saxo Global Head of Macro Strategy John J. Hardy. Link to

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12:47

FOMC pumps USD. Stablecoin developments churn two...

Saxo Market Call ·

2025/06/19

Today - a look at the FOMC meeting, which saw the Fed smelling stronger stagflationary risks, while the US dollar rose across the board on the failure of the Fed to wax more dovish perhaps. Elsewhere, we look at the latest interesting batch of US data and the latest on Iran-Israel. In stocks, we discuss Coinbase leading the gainers among S&P 500 stocks on the rise in stablecoin uses, which also drove two superstar stocks to post the worst declines of all S&P 500 members yesterday. Today's

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17:35

Geopolitics and FOMC desperation to ditch the dot plot

Saxo Market Call ·

2025/06/18

Link to John's Mastering FX Webinar tomorrow Thursday, June 19. Today, a look at how this Israel-Iran conflict moves toward a "conclusion", with the risk that Israel has maximalist goals leaning toward regime change, so the timeline of the conflict is more likely to remain extended. Elsewhere, we look at the FOMC meeting today and the likely outcomes, as well as how the market "pricing" of the Fed's policy trajectory may be very misleading on what actually happens. Today's pod hosted by Saxo Global

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26:04

Geopolitics derails risk sentiment, but for how long?

Saxo Market Call ·

2025/06/13

Today's slide deck: https://bit.ly/4jP99HK -Today we talk through the impact across markets from Israel's attacks on Iran and how difficult it is to sustain a focus on geopolitics or trust the knee-jerk reaction. We also discuss what was happening before the geopolitical situation suddenly heated up as fresh weak US labor market data sent the USD overboard - or did it? A preview of the massive week ahead in macro event risks, the latest on the commodities space and much more on today's pod, which

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16:23

Bearish conviction rising again. Can the Fed cut as...

Saxo Market Call ·

2025/06/12

Today, can't help but turn more bearish on equities as the US trade policy issue finally adds some more bite and as the broader concern on the trajectory of the US economy may be picking up here. The US dollar is certainly headed south versus the euro again, and USDJPY is making a show of selling off - can the move stick this time? Thoughts on the Fed possibly cutting earlier than expected, Oracle blowout earnings and much more. Today's pod hosted by Saxo Global Head of Macro Strategy John J.

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300 results

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