Saxo Market Call

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1403 - Dip bought as Jensen Huang joins Trump in China. Also: oil, gold and wheat.

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.

1403 - Dip bought as Jensen Huang joins Trump in China. Also: oil, gold and wheat.

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Episodios

mié., 13 mayo 2026

mar., 12 mayo 2026

lun., 11 mayo 2026

vie., 08 mayo 2026

mié., 06 mayo 2026

mar., 05 mayo 2026

vie., 01 mayo 2026

jue., 30 abr. 2026

mié., 29 abr. 2026

mar., 28 abr. 2026

lun., 27 abr. 2026

vie., 24 abr. 2026

jue., 23 abr. 2026

mié., 22 abr. 2026

mar., 21 abr. 2026

lun., 20 abr. 2026

jue., 16 abr. 2026

mié., 15 abr. 2026

mar., 14 abr. 2026

lun., 13 abr. 2026

vie., 10 abr. 2026

jue., 09 abr. 2026

mié., 08 abr. 2026

mié., 01 abr. 2026

vie., 27 mar. 2026

mié., 25 mar. 2026

mar., 24 mar. 2026

lun., 23 mar. 2026

vie., 20 mar. 2026

jue., 19 mar. 2026

mié., 18 mar. 2026

mar., 17 mar. 2026

lun., 16 mar. 2026

vie., 13 mar. 2026

mié., 11 mar. 2026

mar., 10 mar. 2026

lun., 09 mar. 2026

vie., 06 mar. 2026

jue., 05 mar. 2026

mié., 04 mar. 2026

mar., 03 mar. 2026

lun., 02 mar. 2026

vie., 27 feb. 2026

jue., 26 feb. 2026

mié., 25 feb. 2026

mar., 24 feb. 2026

lun., 23 feb. 2026

vie., 20 feb. 2026

jue., 19 feb. 2026

mié., 18 feb. 2026

Saxo Market Call

Episodios

Dip bought as Jensen Huang joins Trump in China. Also: oil, gold and wheat.

Korean politician pops the chip vibe. Sterling under pressure.

Trump-Xi summit an historical moment. Also, an exquisitely timed IPO on deck.

Some relief in software. Eyes on Trump-Xi next week.

Chip madness getting close to FOMO mania phase?

Does this market rhyme with 1926, 1928 or even 1929?

JPY intervention! And, can Economist covers open the Strait of Hormuz?

Capex bombast versus spiking energy prices creating unbearable tension. Also, the JPY!

Four megacaps on tap late today to test market sentiment.

The cognitive dissonance is getting painful here.

Semiconductor momentum getting bubbly. Meanwhile, Hormuz Strait - what's that?

SaaSpocalypse NOW. Also, massive earnings and central bank week ahead.

AI picks & shovels rocket higher. If only they could open the Hormuz Strait.

Vast demand destruction is helping keep a lid on oil. Big SaaS test today.

What to look for in Warsh nomination hearings as US-Iran talks also in focus.

Earnings season ramps up this week amidst pesky Hormuz Strait headline risk

What now after the "biblical vol reset"?

We've come full circle and then some for the USD and risk sentiment.

Market dons the rose-tinted glasses and USD is breaking down

Blockading the Hormuz Strait blockade: how does this work, exactly?

Anthropic carving a path of devastation while we await outcome of US-Iran talks.

Wall of worry remains high, can bulls keep flexing?

A robust market reaction to a quite fragile "cease-fire" in Iran.

Markets melt up on Trump's seeming urgency to end war, but ...

Market keeps finding new pressure points besides the worst ones.

Market celebrating Trump's seeming desperation to pull US out of Iran war.

Trump rolls a social media grenade onto the trading floor.

Markets are moving beyond denial stage as yields explode higher.

Triple witching into weekend uncertainty

Risk off as war in Iran escalates. Also: possible drivers of weaker gold here.

Next 24 hours are about seven central banks and memory lane, or at least Micron lane.

Iran War maintains the boil. Market shrugs off Jensen Huang's latest hype.

Markets continue to price that Iran War ended yesterday

Stunning market complacency as oil still not flowing through Hormuz

Is the US blundering or playing geostrategic chess?

Doesn't it take two to TACO when a war has already broken out?

Global markets are still only pricing for modest disruptions from Iran war.

It's all about the Strait of Hormuz until it's about something far bigger.

Broadcom pulls out the stops. US foments uprisings, complicating Iran risks.

US market is in a world of its own. Also: Hormuz disruption timelines

Risk off as market ponders new energy crisis from Iran conflict.

War on Iran's regime: reactions, scenarios and uncertainties.

Nvidia dumps: a big signal or just an options vol crush? Also, a rare earth rabbit hole.

Market largely shrugs off blowout Nvidia report. Not a great look.

AI disruption trade finally hit a speed bump. Nvidia and other key names reporting.

The AI apocalypse trade - when does it stop?

SaaS stocks: high, moderate and low risk of AI disruption. Also: Nvidia up Wed.

Recently boring Nvidia reports next week. Did we just see German green shoots?

It's all pivotal, whether US market sentiment, USD, JPY or geopolitics

AI overlay trades: is mean reversion the new pain trade?

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