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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

27:16

Market hoping for US-China comprehensive deal. Also,...

Saxo Market Call ·

2025/10/24

Today, we look at a market that remains hopeful the US and China are maneuvering towards a comprehensive deal, which could clear the decks of significant geopolitical uncertainty for quite some time if Xi and Trump are headed toward a friendly meeting in person next week after trade talks through Monday. With Saxo Investment Strategist Ruben Dalfovo, we also run through the key earnings reports this week and what we're looking for in next week's mother lode of reports. Macro, FX, geopolitics, must

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20:02

Critical four days ahead for geopolitical headlines

Saxo Market Call ·

2025/10/23

Today we look at a rocky session for equities as geopolitical headlines spooked the market, which is trying to figure out whether the latest US threats are just chest thumping ahead of the key talks between the US and China kicking off tomorrow or a sign that trade tensions will escalate further. Also, plenty of single company news on earnings from Tesla, IBM and others, more fun and games for quantum computing stocks, key incoming data from Japan and the US that could spike FX volatility and more

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23:54

Remember that China has as much power as Trump to...

Saxo Market Call ·

2025/10/22

Yesterday saw a low-energy session in US equity markets, though as ever with considerable turbulence and divergence beneath the surface. We also underline that in this key US-China relationship that is the focus ahead of the November 1 deadline for a new deal to emerge, China is as important as the US if it simply decides that it wants to use its leverage now and not make any concessions. The market is pricing zero risk of bad outcomes, which looks complacent, even if we have no idea what the

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24:07

Markets charge back higher as we continue to cast a...

Saxo Market Call ·

2025/10/21

Today, we note the US equity market strength, but also note some of the signs that the rally is of poor quality as we continue to maintain that we are in an unsustainable bubble, while recognizing we've no ability to call even a temporary top. Also, this is a critical phase for the US-China trade talks as we don't know whether the market's optimism is justified. Thoughts on geopolitics, single stock stories, macro and FX and some compelling further reading and further listening links also on the

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23:02

Market says glass is half full as we near crunch time...

Saxo Market Call ·

2025/10/20

Today we look at the strong equity market recovery on Friday and its drivers, chiefly centred on hopes that US-China trade talks proceed in the direction of de-escalation, as sentiment related to the regional bank and private credit markets showed only marginal stabilization. Also, we refresh our impression of the precious metals markets after Friday's wild session and look at copper, crude oil and soybeans. Also, a look ahead at key US companies reporting in the coming days, US macro data that will

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14:42

Market fear levels shoot up, but not everyone is...

Saxo Market Call ·

2025/10/17

Today we look at a relatively ugly day for the market, although the huge ugly sell-off in US regional banks was only one aspect bringing down overall sentiment, which looks suddenly rather shaky relative to what was a modest decline in the major indices. From a fresh big rally in US treasuries to a considerable spike in the VIX and crypto turning south once again, this market looks terribly nervy even as AI deal noise kept sentiment bubbly in places. Today's weekly close looks important for how

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17:30

The waiting is the hardest part

Saxo Market Call ·

2025/10/16

Markets are hopeful that we get some kind of new US-China detente on trade ahead of a purported Xi-Trump summit "later this month". The stakes couldn't be higher. Plenty more to talk about as well as metals continue to scream higher in a slightly nervy market. Today's pod hosted by Saxo Global Head of Macro Strategy John J. Hardy.No substack post today on the John J. Hardy substack, but here's a link discussed in today's pod (HT FTAlphaville) on What happens when Chinese resolve meets American

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19:08

Peak market meme-ification surely getting close?

Saxo Market Call ·

2025/10/14

Today, we look at markets taking the US-China trade stand-off quite seriously, while retail meme-stock madness continues apace as seen in many names pumping to new highs yesterday. We also look at the wild action in gold and especially silver, discuss the latest drop in crude oil prices, note that earnings season begins in earnest today with many of the big US banks reporting, talk macro and FX, geopolitics and more. Today's pod features Saxo Head of Commodity Strategy Ole Hansen and Saxo Global

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21:23

The silver streak - can it continue?

Saxo Market Call ·

2025/10/10

Today - we look at the wild ride in silver after it hit 50 dollars an ounce yesterday and for the first time ever - can the run continue? Elsewhere, a look at an ugly day for stocks yesterday, particularly as the average stock suffered a weak day as we revisit widening divergences in market internals. Also, an update on the Japanese yen with new political developments in Japan, the outlook for crude oil, companies reporting next week and much more. Today's pod features Saxo Head of Commodity

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23:58

Talk of "melt-up" now competing with "bubble risk"

Saxo Market Call ·

2025/10/09

Today we look at the latest surge in US equities, led by key AI stocks while noting that talk of "melt-up" risk has become far more prevalent. We also note what types of developments in the market might suggest that the end of this incredible speculative run is getting closer. A few thoughts on the decline in the Japanese yen and what, if anything, can reverse it, more on private credit and misleading calm in junk bond yields, links of the day and more are also on today's pod, which is hosted by

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23:16

Yen gets binned as gold hits 4k and dispersion trade...

Saxo Market Call ·

2025/10/08

Today, a look at the weakest equity market session in the US in the last few weeks, with at least one key AI story triggering a bit of unease, while Tesla news disappointed. But macro was the headline stealer yesterday as the Japanese yen was thrashed across the board and gold soared above $4,000 for the first time. Also: today is crunch time for whether France can kick the political can to the 2027 election, the dispersion trade is getting wild and deserves our attention, speculative froth is

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18:18

One deal closer in the AI capex endgame

Saxo Market Call ·

2025/10/07

Today, a fresh burst of speculative energy in the AI space on the OpenAI - AMD deal, which has generated some of the funnier takes from market observers as the level of absurdity is getting worse here. The deal is the latest step forward in what one observer has called the "AI capex endgame". We also talk the latest geopolitical bits and pieces, a series of must reads for whether this is an AI bubble and how it unwinds if so, macro and FX and much more. Today's pod hosted by Saxo Global Head of

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16:31

Japan gets its Iron Maggie, while France achieves new...

Saxo Market Call ·

2025/10/06

Today, a look at Japan's political earthquake as Takaichi emerges victorious after the oddsmakers and the market got the situation completely wrong, sending the yen sharply lower. But will this initial reaction to her victory stick in the longer run? Elsewhere, France's political dysfunction takes on new urgency as the latest PM has now resigned. Also, Palantir suffers a glitch, market internals are ablaze with divergences, some great must reads and listens on Japan and credit and more. Today's pod

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21:59

Retail frenzy while credit concerns fly under the radar

Saxo Market Call ·

2025/10/03

Today we look at many AI names and the broader market posting a strong day, if one that finished off the highs - while Tesla shareholders got a very bad, no good bearish candlestick. Importantly, we cover the big markdown in private equity stocks, possibly linked to the First Brands bankruptcy, as well as whether this is this is a one-off or the beginning of a wider contagion. Geopolitics, macro and FX, more links and much more also on today's pod, which is hosted by Saxo Global Head of Macro

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23:08

Market partying like it's late 2021, but one asset...

Saxo Market Call ·

2025/10/02

Today, we look at the US market blasting to a new all time high, apparently to celebrate the dovish implications for the Fed from the government shutdown, but especially from some very weak ADP payrolls data released yesterday, which pushed US treasury yields lower. We talk geopolitics and the crude oil outlook and whether anything can stop the run higher in gold and silver with Saxo Head of Commodity Strategy Ole Hansen. Also, we note one asset class that is flashing red under the radar amidst all

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19:58

Will the shutdown of government shut down the bulls?

Saxo Market Call ·

2025/09/30

Today we consider the risks of a US government shut down and why it is likely to happen even if it doesn't extend for long, what kind of damage it can inflict on the economy and more. Also, we note the sudden surge in the JPY as the wily currency is back on the rally path after nearly getting drop kicked above 150.00 in USDJPY just two trading days ago. Earnings, geopolitics, some great links to other content and more also covered on today's pod, which was hosted by Saxo Global Head of Macro

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16:01

Dancing away from the brink into quarter end

Saxo Market Call ·

2025/09/29

Today we look at markets in a fine mood since the Friday close as treasury yields failed to punch into destabilizing territory and crypto arrested its decline and bounced back after testing below key levels as well. The next focus this week is on the risk of a US government shutdown starting this Wednesday, together with the key first week of the month economic data. This and much more on today's pod, which is hosted by Saxo Global Head of Macro Strategy John J. Hardy.Links discussed on the podcast

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23:47

Structural crude outlook update. Also: the equity...

Saxo Market Call ·

2025/09/26

Today we make a structural, if patient call on the direction of crude oil from here, while also looking at the situation for European natural gas heading into the winter. Also, while stocks staged a decent comeback from the lows yesterday, we note some potential headwinds that could keep volatility high, with or without a US government shutdown next Wednesday. A preview of upcoming earnings and macro event risks and much more also on today's pod, which features Saxo Head of Commodity Strategy Ole

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21:58

Consolidation-ville or correction-ville?

Saxo Market Call ·

2025/09/25

Today, a look at another weak session for US equities, with few stand-out themes amidst the broad weakness. The concern going into next Tuesday's September 30 government shutdown continues to build and could be a determining factor in whether we remain in consolidation-ville or tip over into correction-ville. Another factor could be USDJPY and the fallout if it breaks higher. Some key developments in copper on an Indonesian copper mine disaster, a compelling biotech stock story, other single stock

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24:44

Markets finally dip as shutdown risk looms. Lithium...

Saxo Market Call ·

2025/09/24

Today a look at the US equity market finally suffering a down day, perhaps in part as government shutdown risks are growing ahead of the September 30 deadline. We note increasing signs of a harder US attitude against Russia from the Trump administration, break down the latest disappointing news from Germany's economic data, what's going on in macro and FX and how one US lithium company saw as much as a 75% surge after hours after the Trump administration expressed interest in taking partial

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295 results

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