Saxo Market Call
168 episodes — Page 1 of 4
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
Rocket Lab enters the space comms fray with Iridium grab. Also, USA at 250!
Jul 1, 202619 min
Leverage upon leverage, what could go wrong?
Jun 30, 202618 min
Flat Friday on the index surface, but bonkers beta underneath.
Jun 29, 202622 min
Apple pays for the hubris. Samsung to bust out a quadrillion in cap-ex.
Jun 26, 202622 min
Micron tries to revive AI hardware momo. Gold tests below 4,000.
Jun 25, 202624 min
The US dollar is having its cake and eating it too...for now.
Jun 24, 202633 min
Chips suddenly on tilt into Micron earnings Wednesday
Jun 23, 202624 min
Likely Super El Niño building: a non-alarmist take on the risks
Jun 22, 202630 min
Accenture needing dentures after market knocks its teeth out
Jun 19, 202623 min
Fed Chair Warsh impact washes over markets
Jun 18, 202623 min
Choppy chips even as crude mega-dips. Warsh on tap.
Jun 17, 202617 min
The tails wagging the market and SpaceX dogs
Jun 16, 202621 min
FOMO in equities, ho-hum in macro even as new Fed era begins this week.
Jun 15, 202618 min
Rounding up the usual suspects as a new era at the Fed dawns next week.
Jun 12, 202628 min
The either-or moment for US stocks and gold
Jun 11, 202622 min
Market volatility expansion flashes red. Gold key support in view.
Jun 10, 202623 min
Many moving parts ahead of next week's seminal event
Jun 9, 202617 min
Correction not yet a calamity.
Jun 8, 202626 min
The real reason Musk wants to go to Mars?
May 29, 202619 min
Snowflake rips, Gold at critical levels.
May 28, 202623 min
Memory mania or just catching up with fundamentals?
May 27, 202632 min
Solace for quantum investors as long weekend awaits
May 22, 202621 min
Nvidia earnings a damp squib as something else is blotting out the sun.
May 21, 202619 min
Pivotal days for tech and AI stocks, FX and rates
May 20, 202627 min
Which vehicle does the Musk cult choose post SpaceX IPO?
May 19, 202622 min
Global bond yields are the captain now.
May 18, 202618 min
Dip bought as Jensen Huang joins Trump in China. Also: oil, gold and wheat.
May 13, 202628 min
Korean politician pops the chip vibe. Sterling under pressure.
May 12, 202611 min
Trump-Xi summit an historical moment. Also, an exquisitely timed IPO on deck.
May 11, 202619 min
Some relief in software. Eyes on Trump-Xi next week.
May 8, 202621 min
Chip madness getting close to FOMO mania phase?
May 6, 202614 min