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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

11:16

AI theme reheating as Trump coalition fragility a...

Saxo Market Call ·

2025/06/11

Today a quick update on another strong day for risk sentiment as the AI focus is reheating with a significant rise in AI commitments from Meta and even Intel showing signs of life. Also, a quick rundown on the important of today's US CPI release for May and some thoughts on what is at stake here if Trump's coalition is increasingly fragile and the implications if so. Today's pod hosted by Saxo Global Head of Macro Strategy John J. Hardy. John's final article in four-part series on Rules for the

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12:27

Paging the next catalyst, please!

Saxo Market Call ·

2025/06/10

Today we look at a market that shows signs of lower volatility and rising complacency as we wonder what will provide the next catalyst - perhaps tomorrow's US May CPI release? Also, some thoughts on whether Trump's "madman" strategy is the right way to view what he is doing in trade negotiations. Today's pod hosted by Saxo Global Head of Macro Strategy, John J. Hardy. Link to John's latest FX Update (From June 10) Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy

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24:12

Silver rips as Musk-Trump bromance trips

Saxo Market Call ·

2025/06/06

Today's slide deck: https://bit.ly/3ZlIZVD Today, we look at whether the major Musk-Trump rift was one of the chief drivers of weak risk sentiment in US markets yesterday even beyond the Tesla fallout, as we also got further evidence of weak US labor market data. In markets, the standout development was silver ripping through resistance and posting new 13-year highs. Today's pod features Saxo Head of Commodity Strategy Ole Hansen, hosted by Saxo Global Head of Macro Strategy John J. Hardy. Read

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15:26

Crossfire hurricane ahead of US jobs report

Saxo Market Call ·

2025/06/05

Today, we discuss yesterday's weak US numbers cratering the US dollar, if once again not decisively, and boosting US treasuries. Equities provided little inspiration and it feels like the market is at a loss with what to do here with a crossfire of three massive issues possibly pulling things in very different directions. Today's podcast hosted by Saxo Global Head of Macro Strategy John J. Hardy. Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here. Please

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13:58

Trump doesn't like TACO. USD breaking down?

Saxo Market Call ·

2025/06/02

Today, a look at global equities and the US dollar on tilt as a new week and a new month get underway as geopolitical and trade tensions ratchet higher again, especially on Trump's doubling of steel and aluminum tariffs (was this in response to his finding out about the "TACO trade"? (Trump Always Chickens Out)). A rundown of the raft of the key US data up this week ahead and more also on the pod, which is hosted today by Saxo Global Head of Macro Strategy John J. Hardy. John's latest FX

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11:32

Yesterday gave equity bears and USD bears a hook

Saxo Market Call ·

2025/05/30

Today we look at what looked like a key reversal day for the near term yesterday - as the US equity market rolled over after attempting to pierce key resistance, and the US dollar rally attempt was likewise crushed. Also, we cover the Nvidia earnings, some key provisions in the "big beautiful bill" that could spell trouble for US markets and the USD and more. Today's pod hosted by Saxo Global Head of Macro Strategy John J. Hardy.Read daily in-depth market updates from the Saxo Market Call and the

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13:44

Nvidia to determine whether US stocks can achieve new...

Saxo Market Call ·

2025/05/28

Risk sentiment is positive ahead of the next critical event that will determine whether the US market can achieve new all-time highs: the Nvidia's earnings call after the close today. Elsewhere, still signs of trouble in Japan's bond market, even as the pressure on the US treasury market has continued to ease, helping fuel risk sentiment. Thoughts on gold, crude, uranium and more also on the pod, which features Saxo Head of Commodity Strategy Ole Hansen and Global Head of Macro Strategy John J

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09:04

Japan beating US to the punch in addressing long bond...

Saxo Market Call ·

2025/05/27

Today a look at Japanese Government Bond yields getting crushed overnight on signs that the MoF is planning to tweak its issuance to avoid further pressure on long yields. This inspired a JPY sell-off and the US dollar has backed up across the board as well. Elsewhere, risk appetite is in fine form, if we have some longer term concerns on heavy retail participation. Today's pod hosted by Global Head of Macro Strategy John J. HardyJacob's preview of Nvidia earnings John's second article in four-part

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13:51

The TACO trade engages once again

Saxo Market Call ·

2025/05/26

It's a new week and we have the latest example of what an FT columnist has called the TACO trade engaging once again: Trump Always Chickens Out. In this case, it was Trump's announcement late yesterday to delay the threat to slap 50% tariffs on the EU already to July 9 rather than June 1 (which he threatened on Friday). The US is out on holiday today, but we have plenty to discuss on geopolitics, further Trump tariff threats and executive orders on nuclear, moves in FX and more. Today's pod hosted

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13:31

Is everyone (including us) too bearish on US Treasuries?

Saxo Market Call ·

2025/05/23

Today, we ask whether too many have gotten too bearish on US treasuries, the one asset nearly everyone agrees no on should own. If so, US treasuries could be in for quite a painful squeeze ahead of a long US holiday weekend that would inevitably have interesting repercussions across markets, not least for the US dollar and gold. This and much more on today's pod, which is hosted by Saxo Global Head of Macro Strategy John J. Hardy.John's latest FX Update. Read daily in-depth market updates from the

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34:07

US Treasury pressure cooker heating up once again

Saxo Market Call ·

2025/05/22

Today's slide deck: https://bit.ly/44JSSzS -Today we look at the big spike in US treasuries yesterday on a weak treasury auction, which cratered confidence suddenly for the first time in weeks and sparked fresh USD selling. Elsewhere, a rundown of the action in metals, where platinum is making a strong bid for relevance, as well as weather risks for grain prices. Also, a long look at the massive uncertainties for market outcomes from here as the macro backdrop is without precedent. On today's pod

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10:00

USD breaking down as we are all waiting for Trump's...

Saxo Market Call ·

2025/05/21

Today, a look at the USD breaking down and bitcoin trying to break up to new all time highs as the US treasury market looks like a cat waiting to pounce as it awaits the passage of President Trump's "Big Beautiful" tax cut and spending bill that is set to cement huge US deficits for years to come. This and more on today's pod, which is hosted by Saxo Head of Global Macro Strategy John J. Hardy.Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here. Please

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15:27

Make or break time for US equity market bears and...

Saxo Market Call ·

2025/05/20

Today, we check in on the technical status of the US equity market, noting meanwhile that leading versus coincident indicators on the economy have yawned to one of their greatest divergences in the past 50 years, something that usually coincides with trouble. Thoughts on make or break time for Tesla, geopolitics, FX, US treasuries and more. Today's pod hosted by Saxo Global Head of Macro Strategy John J. Hardy. Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team

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08:56

Here we go again with tariffs and US fiscal focus

Saxo Market Call ·

2025/05/19

Today, a breakdown of why US markets are stumbling so badly at the start of the week after some renewed menace on the tariff front from the Trump administration at the weekend and as US treasury yields are under pressure from Trump's big tax cut and spending bill clearing a hurdle in the House. Today's pod with Saxo Global Head of Macro Strategy John J. Hardy. Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here. Please reach out to us at

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17:49

Ripping gold reversal. Underappreciated Meta risks?

Saxo Market Call ·

2025/05/16

Today, a blitz of news, from geopolitics on latest trade deal developments and more, to specific company news, particularly United Health and Meta, which faces possible major business risks that are perhaps underappreciated. Today's pod also covers the latest macro data, the big bounce in gold, the outlook for USD and JPY, huge tectonic issues for the US treasury market and more. Today's pod hosted by Saxo Global Head of Macro Strategy John J. Hardy.Michael McNair post on X mentioned on the

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27:34

Gold on hold as speculative comeback has come nearly...

Saxo Market Call ·

2025/05/15

Today's slide deck - Today we look at the equity market comeback now having almost come full circle as we are a mere few percent from all-time highs after a broad-based surge, but also signs of the most speculative names have been leaders, including the notorious Palantir. Lots to discuss today in the macro outlook, gold after the big correction, oil and even soybeans with Saxo Head of Commodity Strategy Ole Hansen. Hosting today's pod is John J. Hardy, Saxo Global Head of Macro Strategy. Read

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16:53

What now after the capitulation?

Saxo Market Call ·

2025/05/13

Today, a look at where the markets are headed after yesterday's big capitulation in what was meant to be the macro trade of the year - the move out of the US dollar and US markets. Especially pressing now is where the focus may shift now that trade policy headlines are less likely to move markets. Today's pod hosted by Saxo Global Head of Macro Strategy John J. Hardy John's latest FX Update. Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team

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11:54

As good as its gets on the trade news front

Saxo Market Call ·

2025/05/12

Equity markets are shooting for the moon and the US dollar is rallying after the US-China trade talks at the weekend resulted in a 90-day ceasefire and temporary huge tariff reductions. We look at the implications across markets and ask whether this is as good as it can possibly get for now on the trade front, as this is a change of speed, not of direction. On today's pod are Saxo Head of Commodity Strategy Ole Hansen and Global Head of Macro Strategy John J. Hardy.

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11:17

A possibly pivotal Friday

Saxo Market Call ·

2025/05/09

No slide deck today as we are trying out a new quick turnaround format for some days. Let us know how you feel about it and always happy for feedback: Reach out to as at marketcall@saxobank.com Today: extremely pivotal technical levels across US equities and in currencies ahead of a weekend that will see US-China trade talks kicking off (and where hopes are probably too high for significant developments). Also: coverage of the UK-US trade deal and what it really represents and much more. Today's

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30:30

Bears hang in at key levels as Palantir rides the...

Saxo Market Call ·

2025/05/06

Today's slide deck: https://bit.ly/3Sn9Ook -Today we discuss the US bearish case remaining intact as key resistance has held, signs that Palantir may finally be paying the price for its bubbly valuation, the latest rip in gold prices and drivers there, as well as in crude oil, the outlook for JPY, an FOMC preview and outlook for Fed policy the rest of this year, the latest must reads and so much more. Today with Head of Commodity Strategy Ole Hansen and Global Head of Macro Strategy John J

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300 results

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