JPY intervention! And, can Economist covers open the Strait of Hormuz?
Today we discuss the key companies reporting in this week's earnings bonanza with Saxo Equity Strategist Ruben Dalfovo, including Meta, Alph...
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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 100 episodes in English, follow new audio stories, and play episodes online on Radio and Podcast.
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20 of 100 episodesCapex bombast versus spiking energy prices creating unbearable tension. Also, the JPY!
Today - how the market is parsing the titanic capex plans for the four Mag7 companies reporting after the US market close yesterday. With cr...
Four megacaps on tap late today to test market sentiment.
Today, a look at a modest market setback ahead of the single most important day on the earnings calendar this quarter, as four of the Mag7 a...
The cognitive dissonance is getting painful here.
Today's John J. Hardy substack post. Today, challenging the notion that energy prices can remain here or go higher and risk sentiment can st...
Semiconductor momentum getting bubbly. Meanwhile, Hormuz Strait - what's that?
Today, a look at the continued incredible ramp in semiconductor names and whether we are inflating an incipient bubble, even if forward valu...
SaaSpocalypse NOW. Also, massive earnings and central bank week ahead.
Today, we look at the collateral damage in software-as-a-service land after ServiceNow shares suffered a nasty markdown yesterday after repo...
AI picks & shovels rocket higher. If only they could open the Hormuz Strait.
Today, a look at a concentrated market rally in the US yesterday, led by big picks and shovels names in AI, with GE Vernova leading the pack...
Vast demand destruction is helping keep a lid on oil. Big SaaS test today.
Today, a look at a key factor keeping oil in check - namely demand destruction, as shipping flows through the Hormuz Strait remain at a tric...
What to look for in Warsh nomination hearings as US-Iran talks also in focus.
Today, as the headline US equity indices finally paused for breath after their recent steep run-up, a run-down of incoming earnings today an...
Earnings season ramps up this week amidst pesky Hormuz Strait headline risk
Today, a brief look at waking up this week to the latest headline risks from the Hormuz Strait, which have only weakly impacted US equity fu...
What now after the "biblical vol reset"?
Today, a look at the US market completing one of its most remarkable comebacks ever as it ramped off recently lows to hit new all time highs...
We've come full circle and then some for the USD and risk sentiment.
Today, a look at the US dollar and risk sentiment now having come full circle and even then some in individual cases from the levels trading...
Market dons the rose-tinted glasses and USD is breaking down
Today we look at the further strong resurgence in risk assets, noting in particular the first signs of a comeback in some of the most beaten...
Blockading the Hormuz Strait blockade: how does this work, exactly?
Today, we look at the fresh pain for global markets on the collapse of US-Iran talks this weekend and the new US intent to blockade the Horm...
Anthropic carving a path of devastation while we await outcome of US-Iran talks.
Today, a look at equity markets that remain hopeful as key US-Iran talks kick off today in Islamabad, Pakistan. Even so, some big software n...
Wall of worry remains high, can bulls keep flexing?
Today, a look at the market maintaining a remarkably resilient stance despite Iran casting doubts on the status of the cease-fire announceme...
A robust market reaction to a quite fragile "cease-fire" in Iran.
Today, a look at the fragile "cease-fire" between the US and Iran and whether it is mostly a US climbdown from its maximalist threats than a...
Markets melt up on Trump's seeming urgency to end war, but ...
Today, an assessment of the end-of-March and quarter-end melt-up in equities, where calendar and positioning factors are likely key drivers...
Market keeps finding new pressure points besides the worst ones.
Today, a look at a US market that was under exceptional pressure as major US name sold off, taking the US market to cycle lows when the broa...
Market celebrating Trump's seeming desperation to pull US out of Iran war.
Markets are aggressively pricing an improved outlook for global energy flows as US president Trump seems to want to wrap things up in Iran a...
Questions About Saxo Market Call
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You can listen to Saxo Market Call episodes online on Radio and Podcast. Open an episode and the site player will stream the available audio.
What is Saxo Market Call about?
Saxo Market Call is listed as a Business show. The show language is listed as English.
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This page lists 100 episodes for Saxo Market Call. More episodes are available from the View more button when the list continues.
Quick Answers About Saxo Market Call
Where can I listen to Saxo Market Call?
You can listen to Saxo Market Call episodes on this page by opening an episode and using the site player.
What type of podcast is Saxo Market Call?
Saxo Market Call is listed as a Business show by SaxoStrats.
How many episodes are available?
This page lists 100 episodes for Saxo Market Call where feed data is available.