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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

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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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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312 results

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