Sign up to save your podcasts
Or
Share Saxo Market Call
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Saxo Market Call
Based on Podcast App listening data
Saxo Market Call episodes
- It's showtime for Nvidia tonight: can its earnings right market sentiment?
Today, a look at the confluence of pivotal market technicals and the big event risk of the earnings calendar tonight after the close: Nvidia. How will the market treat this? Also, it is worth spending a bit of time contemplating the macro implications of what is going on in Japan, its bond market and the coming fiscal package announcement on Friday. Macro, FX, US- and geopolitics and much more also on today's pod, which is hosted by Saxo Global Head of Macro Strategy John J. Hardy.
Links discussed on the podcast and our Chart of the Day can be found on the John J. Hardy substack (within one to three hours from the time of the podcast release).
Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here.
Please reach out to us at [email protected] for feedback and questions.
Click here to open an account with Saxo.
Intro and outro music by AShamaluevMusic
DISCLAIMER
This content is marketing material.Trading financial instruments carries risks. Always ensure that you understand these risks before trading. This material does not contain investment advice or an encouragement to invest in a particular manner. Historic performance is not a guarantee of future results. The instrument(s) referenced in this content may be issued by a partner, from whom Saxo Bank A/S receives promotional fees, payment or retrocessions. While Saxo may receive compensation from these partnerships, all content is created with the aim of providing clients with valuable information and options.23 min - Risk off has gone global, even as US treasuries and FX press snooze
Today, we note that the market's stabilization attempt from Friday seems to have failed as risk-off has gone global in equities, perhaps led by the meltdown in Bitcoin. Amidst the deepening unease, it's remarkable that bond markets, with the notable exception of Japan, remain calm, while transmission into FX is minimal. But the tension is building, with a key event risk on Friday for Japan possibly set to unleash volatility. This and much more on today's podcast, which is hosted by Saxo Global Head of Macro Strategy John J. Hardy.
Links discussed on the podcast and our Chart of the Day can be found on the John J. Hardy substack (within one to three hours from the time of the podcast release).
Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here.
Please reach out to us at [email protected] for feedback and questions.
Click here to open an account with Saxo.
Intro and outro music by AShamaluevMusic
DISCLAIMER
This content is marketing material.Trading financial instruments carries risks. Always ensure that you understand these risks before trading. This material does not contain investment advice or an encouragement to invest in a particular manner. Historic performance is not a guarantee of future results. The instrument(s) referenced in this content may be issued by a partner, from whom Saxo Bank A/S receives promotional fees, payment or retrocessions. While Saxo may receive compensation from these partnerships, all content is created with the aim of providing clients with valuable information and options.21 min - Friday gave us a line in the sand ahead of Nvidia earnings
Today, a look at the further meltdown in risk sentiment that was corralled on Friday before any bigger breakdown, which has now given us a technical line in the sand ahead of the critical Nvidia earnings report this Wednesday after the close. We also look at technical levels, crypto's comeback from a test of key levels, other key earnings ahead this week, macro and FX and much more. Today's pod hosted by Saxo Global Head of Macro Strategy John J. Hardy.
Links discussed on the podcast and our Chart of the Day can be found on the John J. Hardy substack (within one to three hours from the time of the podcast release).
Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here.
Please reach out to us at [email protected] for feedback and questions.
Click here to open an account with Saxo.
Intro and outro music by AShamaluevMusic
DISCLAIMER
This content is marketing material.Trading financial instruments carries risks. Always ensure that you understand these risks before trading. This material does not contain investment advice or an encouragement to invest in a particular manner. Historic performance is not a guarantee of future results. The instrument(s) referenced in this content may be issued by a partner, from whom Saxo Bank A/S receives promotional fees, payment or retrocessions. While Saxo may receive compensation from these partnerships, all content is created with the aim of providing clients with valuable information and options.20 min - AI leading equity market nosedive. Also: USD no safe haven?
Today, we cover the very ugly day for US equity markets, with the selling quite broad, but most concentrated in AI-related and crypto-related names as the latter is in a real funk and suggests poor liquidity. With Saxo Equity Strategist Ruben Dalfovo, we pick out several names to discuss including Oracle and Disney. Also, we look to next Wednesday's Nvidia earnings report as the next critical event risk for this market, noting other big retail names reporting in the US as well, including Walmart. Macro, FX and more also on today's pod, which is hosted by Saxo Global Head of Macro Strategy John J. Hardy.
Links discussed on the podcast and our Chart of the Day can be found on the John J. Hardy substack (within one to three hours from the time of the podcast release).
Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here.
Please reach out to us at [email protected] for feedback and questions.
Click here to open an account with Saxo.
Intro and outro music by AShamaluevMusic
DISCLAIMER
This content is marketing material.Trading financial instruments carries risks. Always ensure that you understand these risks before trading. This material does not contain investment advice or an encouragement to invest in a particular manner. Historic performance is not a guarantee of future results. The instrument(s) referenced in this content may be issued by a partner, from whom Saxo Bank A/S receives promotional fees, payment or retrocessions. While Saxo may receive compensation from these partnerships, all content is created with the aim of providing clients with valuable information and options.28 min - AI picks & shovels versus AI miners. Also: "Gimme a stimmie!"
Today we look at another fascinating session full of divergences, particularly the clearly emerging pattern of AI "picks and shovels" sellers (hardware makers, particularly in chips) performing well versus the biggest spenders on "miners" or those investing in AI data center capacity. Meanwhile, will there be any power to drive further growth? A rundown of the massive comeback in gold, energy and more with with Saxo Head of Commodity Strategy Ole Hansen, notably connecting Trump's turn left and fresh talk of "stimmies" or stimulus checks and the implications. Macro and FX and more also on today's pod, which is hosted by Saxo Global Head of Macro Strategy John J. Hardy.
Links discussed on the podcast and our Chart of the Day can be found on the John J. Hardy substack (within one to three hours from the time of the podcast release).
Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here.
Please reach out to us at [email protected] for feedback and questions.
Click here to open an account with Saxo.
Intro and outro music by AShamaluevMusic
DISCLAIMER
This content is marketing material.Trading financial instruments carries risks. Always ensure that you understand these risks before trading. This material does not contain investment advice or an encouragement to invest in a particular manner. Historic performance is not a guarantee of future results. The instrument(s) referenced in this content may be issued by a partner, from whom Saxo Bank A/S receives promotional fees, payment or retrocessions. While Saxo may receive compensation from these partnerships, all content is created with the aim of providing clients with valuable information and options.26 min - One day, is gonna be the day, the K-shape really gets to you
By now you should have some how realized the things you oughta do... Okay enough of that...(Hint - goofing around with alternative lyrics to the Oasis song Wonderwall). Today's theme and the links (see below) are clearly the K-shaped economy and what that means for the long run. But we also cover some fresh interesting divergences in yesterday's action, macro and FX moves and much more. Today's pod hosted by Saxo Global Head of Macro Strategy John J. Hardy.
Links discussed on the podcast and our Chart of the Day can be found on the John J. Hardy substack (within one to three hours from the time of the podcast release).
Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here.
Please reach out to us at [email protected] for feedback and questions.
Click here to open an account with Saxo.
Intro and outro music by AShamaluevMusic
DISCLAIMER
This content is marketing material.Trading financial instruments carries risks. Always ensure that you understand these risks before trading. This material does not contain investment advice or an encouragement to invest in a particular manner. Historic performance is not a guarantee of future results. The instrument(s) referenced in this content may be issued by a partner, from whom Saxo Bank A/S receives promotional fees, payment or retrocessions. While Saxo may receive compensation from these partnerships, all content is created with the aim of providing clients with valuable information and options.21 min - As market comeback continues, remembering those who served.
On Veterans' Day, remembering those we know and knew that served, we note that the market comeback is nearly complete with only the last shreds of resistance remaining ahead of the recent top, look at some results from Coreweave, Softbank and Rocket Labs, the coming end of the government shutdown, macro data from UK hitting sterling, how AI data center infrastructure ages, some interesting links for the day and more.
Links discussed on the podcast and our Chart of the Day can be found on the John J. Hardy substack (within one to three hours from the time of the podcast release).
Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here.
Please reach out to us at [email protected] for feedback and questions.
Click here to open an account with Saxo.
Intro and outro music by AShamaluevMusic
DISCLAIMER
This content is marketing material.Trading financial instruments carries risks. Always ensure that you understand these risks before trading. This material does not contain investment advice or an encouragement to invest in a particular manner. Historic performance is not a guarantee of future results. The instrument(s) referenced in this content may be issued by a partner, from whom Saxo Bank A/S receives promotional fees, payment or retrocessions. While Saxo may receive compensation from these partnerships, all content is created with the aim of providing clients with valuable information and options.21 min - Most significant market correction since April - is it over?
Today, a look at markets bouncing back with considerable enthusiasm as the US government shutdown may be set to end in coming days, though it's worth noting we are only seven days removed from record highs as the market completely ignored the shutdown issue in the first place. Also, talking precious metals and natural gas with Saxo Head of Commodity Strategy Ole Hansen, macro and FX, whether US President Trump is turning hard left, incoming earnings and lots of must read and must listen links. Today's pod hosted by Saxo Global Head of Macro Strategy John J. Hardy.
Links discussed on the podcast and our Chart of the Day can be found on the John J. Hardy substack (within one to three hours from the time of the podcast release).
Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here.
Please reach out to us at [email protected] for feedback and questions.
Click here to open an account with Saxo.
Intro and outro music by AShamaluevMusic
DISCLAIMER
This content is marketing material.Trading financial instruments carries risks. Always ensure that you understand these risks before trading. This material does not contain investment advice or an encouragement to invest in a particular manner. Historic performance is not a guarantee of future results. The instrument(s) referenced in this content may be issued by a partner, from whom Saxo Bank A/S receives promotional fees, payment or retrocessions. While Saxo may receive compensation from these partnerships, all content is created with the aim of providing clients with valuable information and options.23 min - We are at a tipping point - which way do we tip?
Another ugly day on the US markets as the AI bubble focus heats up and key names are bleeding, from Nvidia and Palantir to Meta and Oracle. With VIX near pivotal levels, it feels like we need to find support here or risk a further and possibly accelerating consolidation in this bull market. That's important for other markets as well, as bond and FX markets have shrugged off the volatility in risk assets so far but can't remain immune to the contagion if risk sentiment deteriorates further. This and more discussed on today's pod, which features Saxo Global Head of Macro Strategy John J. Hardy.
Links discussed on the podcast and our Chart of the Day can be found on the John J. Hardy substack (within one to three hours from the time of the podcast release).
Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here.
Please reach out to us at [email protected] for feedback and questions.
Click here to open an account with Saxo.
Intro and outro music by AShamaluevMusic
DISCLAIMER
This content is marketing material.Trading financial instruments carries risks. Always ensure that you understand these risks before trading. This material does not contain investment advice or an encouragement to invest in a particular manner. Historic performance is not a guarantee of future results. The instrument(s) referenced in this content may be issued by a partner, from whom Saxo Bank A/S receives promotional fees, payment or retrocessions. While Saxo may receive compensation from these partnerships, all content is created with the aim of providing clients with valuable information and options.20 min - A critical constraint for AI infrastructure spending: it's not about the chips.
Today, a look at the market's attempt to recover from the recent sell-off, noting at least one key name that is not participating in the comeback and noting sectors that are sending off diverging signals. Also on today's pod: key companies reporting and results incoming, macro and FX, some must reads and listens on what could hold AI back even if the hope to spend even more on data centres and more. Today's pod is hosted by Saxo Global Head of Macro Strategy John J. Hardy.
Links discussed on the podcast and our Chart of the Day can be found on the John J. Hardy substack (within one to three hours from the time of the podcast release).
Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here.
Please reach out to us at [email protected] for feedback and questions.
Click here to open an account with Saxo.
Intro and outro music by AShamaluevMusic
DISCLAIMER
This content is marketing material.Trading financial instruments carries risks. Always ensure that you understand these risks before trading. This material does not contain investment advice or an encouragement to invest in a particular manner. Historic performance is not a guarantee of future results. The instrument(s) referenced in this content may be issued by a partner, from whom Saxo Bank A/S receives promotional fees, payment or retrocessions. While Saxo may receive compensation from these partnerships, all content is created with the aim of providing clients with valuable information and options.21 min
About Saxo Market Call
From the publisher's feed
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.
Best of Saxo Market Call
Ranked by our users in the last 21 days
More shows like Saxo Market Call
Macro Voices
3,057 Listeners
Top Traders Unplugged
589 Listeners
Odd Lots
1,972 Listeners
The Meb Faber Show - Better Investing
947 Listeners
Hidden Forces
1,454 Listeners
Real Vision: Finance & Investing
897 Listeners
The Market Huddle
356 Listeners
Eurodollar University
457 Listeners
The Grant Williams Podcast
1,343 Listeners
Wealthion - Be Financially Resilient
368 Listeners
Forward Guidance
263 Listeners
The Macro Trading Floor
217 Listeners
Thoughtful Money with Adam Taggart
412 Listeners
The Julia La Roche Show
83 Listeners
Monetary Matters with Jack Farley
151 Listeners