Speedrunning dead internet theory - an SMC listener weighs in.
Today, a brief wrap of yesterday's equity market session in the US, which repeated some of the recent AI hardware vs. SaaS performance diver...
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Saxo Market Call
Saxo Group's strategy team delivers market insights across all asset classes.
Saxo Market Call Podcast Guide
Listen to Saxo Market Call, a Business podcast by SaxoStrats. Stream 147 episodes in English, follow new audio stories, and play episodes online on Radio and Podcast.
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20 of 147 episodesTreasury market reaction to US CPI the next key
Today, an emphasis on the importance of this US July CPI hurdle today and different scenarios based on what the data shows, all while emphas...
Pressures from macro backdrop building ahead of US CPI
Today, we delve into the ongoing development of the "super el Niño" weather phenomenon, running through the difficulty in assessing the scal...
Polysilicon supply chains may surprise you. US jobs data today!
Today, a look at how the market is positioned ahead of today's US jobs data and how a surprise - especially a negative surprise - might read...
RIP Victor Niederhoffer
Today, we look at the latest market moves as we position the importance of Friday's US jobs report, noting the reaction to key incoming earn...
SpaceX's Starmind to start on terra firma. Gold rally a signal?
Today, a look at the very strong day for US equity markets yesterday as the S&P 500 vaulted to a strong new all-time high amidst broad gains...
Palantir beats and entertains. What can SpaceX deliver?
Today, a look at the broad market in a positive mood as recent divergences between AI hardware and other names were nowhere in evidence. We...
Coordinated JPY intervention and a cleaner AI hardware slate
Today, a look at the implications for a stronger JPY from coordinated intervention as the US has joined forces with Japan to force yen appre...
Momo trade roars back to life, but for how long?
Today, a look at the market returning to its past form as AI-related hardware stocks ripped higher even as the median stock on the S&P 500 p...
Wishy washy Fed Chair Warsh vibe punches sentiment in the gut
Today, a look at the market's concern that this Fed isn't determined to get ahead of inflation and the impact on US treasury yields, which s...
Peak SK Hynix madness?
Today, we wonder if the back side of SK Hynix's earnings report overnight and the popping of the leveraged ETF bubble in some of the single...
Three hyperscalers set to report as AI momentum stocks stumble
Today, a look at the intensifying sell-off in high momentum AI hardware names, led by a an ugly meltdown in the two Korean memory stocks ove...
FOMC, BoJ and Earnings Season peak this week
Today, we look at a few things that unfolded late last week in reaction to some of the first big earnings reports of this quarter and previe...
With special guest Peter Garnry of Gesda Capital
Today, a conversation with special guest Peter Garnry, co-founder of Gesda Capital on choosing and valuing stocks for the long run, observat...
Meta announcement: just a warning shot or the actual pin prick?
Today, a look at global equity markets roiled by Meta's announcement that it will rent out use spare data center capacity for AI application...
Rocket Lab enters the space comms fray with Iridium grab. Also, USA at 250!
John's piece: Wall Street at 250 through a Wall Street lens: Where we've been and what comes next. Today, a round-up of another session with...
Leverage upon leverage, what could go wrong?
Today, a look at the latest strong session for some of the market's highest momentum names, as we note with some caution the risks that leve...
Flat Friday on the index surface, but bonkers beta underneath.
Today, a look at a much zanier Friday session in US equities than the almost flat close on the S&P 500 suggested as market internals have be...
Apple pays for the hubris. Samsung to bust out a quadrillion in cap-ex.
Today's John J. Hardy substack post. Today, a look at some incredible volatility and cross-currents in the US equity market as Mag7 continue...
Micron tries to revive AI hardware momo. Gold tests below 4,000.
Today, the blow-out Micron earnings report is doing all it can to revive the AI hardware momentum trade, and it will be interesting to see h...