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Saxo Market Call

Saxo Market Call

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For the aspirational trader and financial markets professional. Coming at you two to three times a week, 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.Copyright 2019 All rights reserved. Economía Finanzas Personales Política y Gobierno
Episodios
  • Three big questions in the week ahead.
    Jul 2 2025

    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 Ole Hansen and Saxo Global Head of Macro Strategy John J. Hardy hosting.

    Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here.

    Please reach out to us at marketcall@saxobank.com for feedback and questions.

    Click here to open an account with Saxo.

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    27 m
  • Melt up scenario versus perilous concentration
    Jul 1 2025

    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 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 reach out to us at marketcall@saxobank.com for feedback and questions.

    Click here to open an account with Saxo.

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    19 m
  • A bit too much perfection in the price?
    Jun 27 2025

    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 Market Call and the Saxo Strategy Team here.

    Please reach out to us at marketcall@saxobank.com for feedback and questions.

    Click here to open an account with Saxo.

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    26 m
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