Saxo Market Call
By SaxoStrats
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Category: Investing
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Subscribers: 131
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Episodes: 100
Description
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.
| Episode | Date |
|---|---|
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Market wrap and a big US mid-term preview.
|
Oct 30, 2026 |
|
FOMC semi dovish. Alphabet and ServiceNow crater on earnings.
|
Oct 29, 2026 |
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Entering a possibly pivotal key few days.
|
Oct 28, 2026 |
|
Anthropic IPO: A coming titanic test for the AI trade
|
Oct 27, 2026 |
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Market tries to steady, but big unknowns loom.
|
Oct 26, 2026 |
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A big day for equities, but a bigger one for bonds.
|
Oct 23, 2026 |
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Another comeback day spoiled and then some. What gives?
|
Oct 22, 2026 |
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SpaceX hopes burn bright as huge internal divergences within US market continue.
|
Oct 21, 2026 |
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Markets are on tilt. Why is SpaceX suddenly reporting today?
|
Oct 20, 2026 |
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Comeback day and a giant sucking sound from Tesla
|
Oct 16, 2026 |
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That was ugly, but are we just getting started?
|
Oct 15, 2026 |
|
Credit conditions are ratcheting tighter.
|
Oct 14, 2026 |
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Are treasuries a safe haven again or is that too crazy a notion?
|
Oct 13, 2026 |
|
A few drops of diesel from Russia and Palantir hits new all-time high.
|
Oct 12, 2026 |
|
Was that a market fragility fire drill we just saw there?
|
Oct 09, 2026 |
|
Markets on tilt: will we see a proper slide lower?
|
Oct 08, 2026 |
|
Europe wobbling again as US posts another all-time high.
|
Oct 07, 2026 |
|
Rough seas, but calm sailing for equities?
|
Oct 05, 2026 |
|
Beware the steepening or what's the message?
|
Oct 02, 2026 |
|
Yields must turn here, especially in Europe, or else.
|
Oct 01, 2026 |
|
Burnham declares end of Thatcherism. Micron earnings on tap.
|
Sep 30, 2026 |
|
Stress levels are rising if still not flashing red.
|
Sep 29, 2026 |
|
Asymmetric risks in a busy week ahead
|
Sep 28, 2026 |
|
Geopolitics could continue to dog this market for a long while yet.
|
Sep 25, 2026 |
|
This is nuts - when's the intervention?
|
Sep 24, 2026 |
|
The narrowness of the advance at least a medium term concern.
|
Sep 23, 2026 |
|
Enthusiasm for Meta's Muse reignites parts of AI trade
|
Sep 22, 2026 |
|
MOVE more important than VIX
|
Sep 21, 2026 |
|
Not the BoJ result the JPY bulls were looking for.
|
Sep 18, 2026 |
|
Warsh hawkish, but market quick to reverse. Now comes BoJ.
|
Sep 17, 2026 |
|
The AI slowdown narrative weighing more than bond carnage...for now.
|
Sep 15, 2026 |
|
Fresh oil supply woes and pondering the agenda behind an AI "slowdown"
|
Sep 14, 2026 |
|
Yields explode higher, pressurizing the situation across markets.
|
Sep 11, 2026 |
|
Trump desperation grows ahead of midterms. US yields pop ahead of CPI.
|
Sep 10, 2026 |
|
Is copper too cheap relative to gold?
|
Sep 09, 2026 |
|
Energy prices and yen top market agenda. Copper hits record.
|
Sep 08, 2026 |
|
USDJPY breakdown despite firm US jobs data
|
Sep 07, 2026 |
|
Big stakes for USDJPY over US jobs report.
|
Sep 04, 2026 |
|
Markets pause for breath after yield run-up.
|
Sep 03, 2026 |
|
Have we entered the event horizon for a volatility spike?
|
Sep 02, 2026 |
|
Global yield breakout dominates market focus
|
Sep 01, 2026 |
|
Warsh spoils the gold party. Busy week ahead.
|
Aug 31, 2026 |
|
Can Fed Chair Warsh give the market what it wants?
|
Aug 28, 2026 |
|
Nvidia does what it can to bring cheer. Dark geopolitics still lurk in the background.
|
Aug 27, 2026 |
|
Waiting for what may or may not surprise from Nvidia and the J-Hole.
|
Aug 26, 2026 |
|
Geopolitics and US and European yields in the spotlight
|
Aug 24, 2026 |
|
Bessent panics, gold and crypto rip, equity technicals pivotal
|
Aug 21, 2026 |
|
US Treasury buyback announcement sets fire to the US dollar.
|
Aug 20, 2026 |
|
Beginning of a larger bearish correction here?
|
Aug 20, 2026 |
|
Speedrunning dead internet theory - an SMC listener weighs in.
|
Aug 13, 2026 |
|
Treasury market reaction to US CPI the next key
|
Aug 12, 2026 |
|
Pressures from macro backdrop building ahead of US CPI
|
Aug 11, 2026 |
|
Polysilicon supply chains may surprise you. US jobs data today!
|
Aug 07, 2026 |
|
RIP Victor Niederhoffer
|
Aug 06, 2026 |
|
SpaceX's Starmind to start on terra firma. Gold rally a signal?
|
Aug 05, 2026 |
|
Palantir beats and entertains. What can SpaceX deliver?
|
Aug 04, 2026 |
|
Coordinated JPY intervention and a cleaner AI hardware slate
|
Aug 03, 2026 |
|
Momo trade roars back to life, but for how long?
|
Jul 31, 2026 |
|
Wishy washy Fed Chair Warsh vibe punches sentiment in the gut
|
Jul 30, 2026 |
|
Peak SK Hynix madness?
|
Jul 29, 2026 |
|
Three hyperscalers set to report as AI momentum stocks stumble
|
Jul 28, 2026 |
|
FOMC, BoJ and Earnings Season peak this week
|
Jul 27, 2026 |
|
With special guest Peter Garnry of Gesda Capital
|
Jul 03, 2026 |
|
Meta announcement: just a warning shot or the actual pin prick?
|
Jul 02, 2026 |
|
Rocket Lab enters the space comms fray with Iridium grab. Also, USA at 250!
|
Jul 01, 2026 |
|
Leverage upon leverage, what could go wrong?
|
Jun 30, 2026 |
|
Flat Friday on the index surface, but bonkers beta underneath.
|
Jun 29, 2026 |
|
Apple pays for the hubris. Samsung to bust out a quadrillion in cap-ex.
|
Jun 26, 2026 |
|
Micron tries to revive AI hardware momo. Gold tests below 4,000.
|
Jun 25, 2026 |
|
The US dollar is having its cake and eating it too...for now.
|
Jun 24, 2026 |
|
Chips suddenly on tilt into Micron earnings Wednesday
|
Jun 23, 2026 |
|
Likely Super El Niño building: a non-alarmist take on the risks
|
Jun 22, 2026 |
|
Accenture needing dentures after market knocks its teeth out
|
Jun 19, 2026 |
|
Fed Chair Warsh impact washes over markets
|
Jun 18, 2026 |
|
Choppy chips even as crude mega-dips. Warsh on tap.
|
Jun 17, 2026 |
|
The tails wagging the market and SpaceX dogs
|
Jun 16, 2026 |
|
FOMO in equities, ho-hum in macro even as new Fed era begins this week.
|
Jun 15, 2026 |
|
Rounding up the usual suspects as a new era at the Fed dawns next week.
|
Jun 12, 2026 |
|
The either-or moment for US stocks and gold
|
Jun 11, 2026 |
|
Market volatility expansion flashes red. Gold key support in view.
|
Jun 10, 2026 |
|
Many moving parts ahead of next week's seminal event
|
Jun 09, 2026 |
|
Correction not yet a calamity.
|
Jun 08, 2026 |
|
The real reason Musk wants to go to Mars?
|
May 29, 2026 |
|
Snowflake rips, Gold at critical levels.
|
May 28, 2026 |
|
Memory mania or just catching up with fundamentals?
|
May 27, 2026 |
|
Solace for quantum investors as long weekend awaits
|
May 22, 2026 |
|
Nvidia earnings a damp squib as something else is blotting out the sun.
|
May 21, 2026 |
|
Pivotal days for tech and AI stocks, FX and rates
|
May 20, 2026 |
|
Which vehicle does the Musk cult choose post SpaceX IPO?
|
May 19, 2026 |
|
Global bond yields are the captain now.
|
May 19, 2026 |
|
Dip bought as Jensen Huang joins Trump in China. Also: oil, gold and wheat.
|
May 13, 2026 |
|
Korean politician pops the chip vibe. Sterling under pressure.
|
May 12, 2026 |
|
Trump-Xi summit an historical moment. Also, an exquisitely timed IPO on deck.
|
May 11, 2026 |
|
Some relief in software. Eyes on Trump-Xi next week.
|
May 08, 2026 |
|
Chip madness getting close to FOMO mania phase?
|
May 06, 2026 |
|
Does this market rhyme with 1926, 1928 or even 1929?
|
May 05, 2026 |
|
JPY intervention! And, can Economist covers open the Strait of Hormuz?
|
May 01, 2026 |
|
Capex bombast versus spiking energy prices creating unbearable tension. Also, the JPY!
|
Apr 30, 2026 |
|
Four megacaps on tap late today to test market sentiment.
|
Apr 29, 2026 |
|
The cognitive dissonance is getting painful here.
|
Apr 28, 2026 |