Saxo Market Call
By SaxoStrats
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Category: Investing
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Subscribers: 132
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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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Can Fed Chair Warsh give the market what it wants?
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Aug 28, 2026 |
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Nvidia does what it can to bring cheer. Dark geopolitics still lurk in the background.
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Aug 27, 2026 |
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Waiting for what may or may not surprise from Nvidia and the J-Hole.
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Aug 26, 2026 |
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Geopolitics and US and European yields in the spotlight
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Aug 24, 2026 |
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Bessent panics, gold and crypto rip, equity technicals pivotal
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Aug 21, 2026 |
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US Treasury buyback announcement sets fire to the US dollar.
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Aug 20, 2026 |
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Beginning of a larger bearish correction here?
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Aug 20, 2026 |
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Speedrunning dead internet theory - an SMC listener weighs in.
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Aug 13, 2026 |
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Treasury market reaction to US CPI the next key
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Aug 12, 2026 |
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Pressures from macro backdrop building ahead of US CPI
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Aug 11, 2026 |
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Polysilicon supply chains may surprise you. US jobs data today!
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Aug 07, 2026 |
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RIP Victor Niederhoffer
|
Aug 06, 2026 |
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SpaceX's Starmind to start on terra firma. Gold rally a signal?
|
Aug 05, 2026 |
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Palantir beats and entertains. What can SpaceX deliver?
|
Aug 04, 2026 |
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Coordinated JPY intervention and a cleaner AI hardware slate
|
Aug 03, 2026 |
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Momo trade roars back to life, but for how long?
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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 |
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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 |
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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 |
|
Semiconductor momentum getting bubbly. Meanwhile, Hormuz Strait - what's that?
|
Apr 27, 2026 |
|
SaaSpocalypse NOW. Also, massive earnings and central bank week ahead.
|
Apr 24, 2026 |
|
AI picks & shovels rocket higher. If only they could open the Hormuz Strait.
|
Apr 23, 2026 |
|
Vast demand destruction is helping keep a lid on oil. Big SaaS test today.
|
Apr 22, 2026 |
|
What to look for in Warsh nomination hearings as US-Iran talks also in focus.
|
Apr 21, 2026 |
|
Earnings season ramps up this week amidst pesky Hormuz Strait headline risk
|
Apr 20, 2026 |
|
What now after the "biblical vol reset"?
|
Apr 16, 2026 |
|
We've come full circle and then some for the USD and risk sentiment.
|
Apr 15, 2026 |
|
Market dons the rose-tinted glasses and USD is breaking down
|
Apr 14, 2026 |
|
Blockading the Hormuz Strait blockade: how does this work, exactly?
|
Apr 13, 2026 |
|
Anthropic carving a path of devastation while we await outcome of US-Iran talks.
|
Apr 10, 2026 |
|
Wall of worry remains high, can bulls keep flexing?
|
Apr 09, 2026 |
|
A robust market reaction to a quite fragile "cease-fire" in Iran.
|
Apr 08, 2026 |
|
Markets melt up on Trump's seeming urgency to end war, but ...
|
Apr 01, 2026 |
|
Market keeps finding new pressure points besides the worst ones.
|
Mar 27, 2026 |
|
Market celebrating Trump's seeming desperation to pull US out of Iran war.
|
Mar 25, 2026 |
|
Trump rolls a social media grenade onto the trading floor.
|
Mar 24, 2026 |
|
Markets are moving beyond denial stage as yields explode higher.
|
Mar 23, 2026 |
|
Triple witching into weekend uncertainty
|
Mar 20, 2026 |
|
Risk off as war in Iran escalates. Also: possible drivers of weaker gold here.
|
Mar 19, 2026 |
|
Next 24 hours are about seven central banks and memory lane, or at least Micron lane.
|
Mar 18, 2026 |
|
Iran War maintains the boil. Market shrugs off Jensen Huang's latest hype.
|
Mar 17, 2026 |
|
Markets continue to price that Iran War ended yesterday
|
Mar 16, 2026 |
|
Stunning market complacency as oil still not flowing through Hormuz
|
Mar 13, 2026 |
|
Is the US blundering or playing geostrategic chess?
|
Mar 11, 2026 |
|
Doesn't it take two to TACO when a war has already broken out?
|
Mar 10, 2026 |
|
Global markets are still only pricing for modest disruptions from Iran war.
|
Mar 09, 2026 |
|
It's all about the Strait of Hormuz until it's about something far bigger.
|
Mar 06, 2026 |
|
Broadcom pulls out the stops. US foments uprisings, complicating Iran risks.
|
Mar 05, 2026 |
|
US market is in a world of its own. Also: Hormuz disruption timelines
|
Mar 04, 2026 |
|
Risk off as market ponders new energy crisis from Iran conflict.
|
Mar 03, 2026 |
|
War on Iran's regime: reactions, scenarios and uncertainties.
|
Mar 02, 2026 |
|
Nvidia dumps: a big signal or just an options vol crush? Also, a rare earth rabbit hole.
|
Feb 27, 2026 |
|
Market largely shrugs off blowout Nvidia report. Not a great look.
|
Feb 26, 2026 |
|
AI disruption trade finally hit a speed bump. Nvidia and other key names reporting.
|
Feb 25, 2026 |
|
The AI apocalypse trade - when does it stop?
|
Feb 24, 2026 |
|
SaaS stocks: high, moderate and low risk of AI disruption. Also: Nvidia up Wed.
|
Feb 23, 2026 |
|
Recently boring Nvidia reports next week. Did we just see German green shoots?
|
Feb 20, 2026 |
|
It's all pivotal, whether US market sentiment, USD, JPY or geopolitics
|
Feb 19, 2026 |
|
AI overlay trades: is mean reversion the new pain trade?
|
Feb 18, 2026 |
|
Can both USD and JPY launch a comeback? Also: another 200B capex story...
|
Feb 17, 2026 |
|
AI overlay mayhem: where is this taking us?
|
Feb 16, 2026 |