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SaxoStrats · Investment

Saxo Market Call

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.

Episodes

Equities: Nvidia growth bonanza, earnings estimates, and the surge in nuclear power theme

Fixed-income: What is fiscal dominance and why is it important?

Macro and FX: Fed pivot hopes as USD continues to slide

Commodities: Silver comeback, watch OPEC as crude oil slides lower

Equities: Year-end rally, inflation, thematic winners, US consumer and Nvidia monster earnings

Options: How to take advantage of options

Fixed-income: Inflation expectations, views on yields, and Moody’s US rating outlook

Commodities: Crude oil capitulation, the floor in gold, and roaring softs

Equities: EVs and oil demand, Recession or not, Adyen Investor Day

Fixed-income: The present opportunities in corporate bonds

Macro and FX: Weaker USD, China data, and RBA rate decision

Commodities: Special edition with WisdomTree

Equities: Key earnings, green transformation meltdown, and Q3 earnings status

Fixed-income: A barbell strategy and three central banks

Macro and FX: Will BoJ allow government bond yields to rise further?

Commodities: Gold defies rising bond yields, but why?

Equities: Q3 earnings, China restart, and the robust economy

Fixed-income: ECB pause, Treasury auctions, and yield curve positioning

Macro and FX: USD strength to get tested

Commodities: Gold likes peak rates and is the oil market running out of steam?

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