Saxo Market Call
199 episodes — Page 1 of 4
Was that a market fragility fire drill we just saw there?
Oct 9, 202617 min
Markets on tilt: will we see a proper slide lower?
Oct 8, 202626 min
Europe wobbling again as US posts another all-time high.
Oct 7, 202622 min
Rough seas, but calm sailing for equities?
Oct 5, 202620 min
Beware the steepening or what's the message?
Oct 2, 202629 min
Yields must turn here, especially in Europe, or else.
Oct 1, 202619 min
Burnham declares end of Thatcherism. Micron earnings on tap.
Sep 30, 202619 min
Stress levels are rising if still not flashing red.
Sep 29, 202624 min
Asymmetric risks in a busy week ahead
Sep 28, 202631 min
Geopolitics could continue to dog this market for a long while yet.
Sep 25, 202627 min
This is nuts - when's the intervention?
Sep 24, 202621 min
The narrowness of the advance at least a medium term concern.
Sep 23, 202616 min
Enthusiasm for Meta's Muse reignites parts of AI trade
Sep 22, 202631 min
MOVE more important than VIX
Sep 21, 202622 min
Not the BoJ result the JPY bulls were looking for.
Sep 18, 202619 min
Warsh hawkish, but market quick to reverse. Now comes BoJ.
Sep 17, 202614 min
The AI slowdown narrative weighing more than bond carnage...for now.
Sep 15, 202626 min
Fresh oil supply woes and pondering the agenda behind an AI "slowdown"
Sep 14, 202624 min
Yields explode higher, pressurizing the situation across markets.
Sep 11, 202628 min
Trump desperation grows ahead of midterms. US yields pop ahead of CPI.
Sep 10, 202622 min
Is copper too cheap relative to gold?
Sep 9, 202627 min
Energy prices and yen top market agenda. Copper hits record.
Sep 8, 202621 min
USDJPY breakdown despite firm US jobs data
Sep 7, 202622 min
Big stakes for USDJPY over US jobs report.
Sep 4, 202625 min
Markets pause for breath after yield run-up.
Sep 3, 202622 min
Have we entered the event horizon for a volatility spike?
Sep 2, 202620 min
Global yield breakout dominates market focus
Sep 1, 202620 min
Warsh spoils the gold party. Busy week ahead.
Aug 31, 202620 min
Can Fed Chair Warsh give the market what it wants?
Aug 28, 202626 min
Nvidia does what it can to bring cheer. Dark geopolitics still lurk in the background.
Aug 27, 202625 min
Waiting for what may or may not surprise from Nvidia and the J-Hole.
Aug 26, 202621 min
Geopolitics and US and European yields in the spotlight
Aug 24, 202619 min
Bessent panics, gold and crypto rip, equity technicals pivotal
Aug 21, 202619 min
US Treasury buyback announcement sets fire to the US dollar.
Aug 20, 202620 min
Beginning of a larger bearish correction here?
Aug 19, 202625 min
Speedrunning dead internet theory - an SMC listener weighs in.
Aug 13, 202620 min
Treasury market reaction to US CPI the next key
Aug 12, 202621 min
Pressures from macro backdrop building ahead of US CPI
Aug 11, 202629 min
Polysilicon supply chains may surprise you. US jobs data today!
Aug 7, 202619 min
RIP Victor Niederhoffer
Aug 6, 202627 min
SpaceX's Starmind to start on terra firma. Gold rally a signal?
Aug 5, 202620 min
Palantir beats and entertains. What can SpaceX deliver?
Aug 4, 202631 min
Coordinated JPY intervention and a cleaner AI hardware slate
Aug 3, 202620 min
Momo trade roars back to life, but for how long?
Jul 31, 202616 min
Wishy washy Fed Chair Warsh vibe punches sentiment in the gut
Jul 30, 202622 min
Peak SK Hynix madness?
Jul 29, 202613 min
Three hyperscalers set to report as AI momentum stocks stumble
Jul 28, 202631 min
FOMC, BoJ and Earnings Season peak this week
Jul 27, 202615 min
With special guest Peter Garnry of Gesda Capital
Jul 3, 202639 min
Meta announcement: just a warning shot or the actual pin prick?
Jul 2, 202620 min