Saxo Market Call

• Melt up scenario versus perilous concentration

  Today we discuss whether the massive concentration in the US equity market is a bug or a feature, noting that market breadth is the worst ever at a major new market high by at least one measure. Elsewhere, we break down the commodity performance for the first half of the year, talk gold's comeback from key support, the lay of the land in currencies, Apple's rally, Tesla dump late yesterday on a new Musk-Trump exchange and much more. Today's pod features Saxo Head of Commodity Strategy Ole Hansen and Saxo Global Head of Macro Strategy John J. Hardy.

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  19:13
• A bit too much perfection in the price?

  Today's slide deck: https://bit.ly/4kcqDOm   - Today, wondering if the US market is pricing a bit too much perfection and complacency, though hard to find any specific flashing red lights. Also, a rundown of the weak USD picture, gold chart technicals, Nike earnings, a profile of two interesting companies on a crazy moonshot, this week's must reads and listens and much more. Today's pod hosted by Saxo Global Head of Macro Strategy John J. Hardy.   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.

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  25:31
• Nvidia close to taking the market cap crown once again

  Today, a look at Nvidia's new all time high, which actually came before news of Micron's very strong earnings report after the close that reassured investors in AI data center stocks. Also, the USD has rushed to new lows on intensifying speculation that Trump will nominate a new and dovish Fed Chair soon and well ahead of the end of Powell's term in May of next year. Finally, a preview of Nike's earnings after the close today and much more on today's pod, which features Saxo Global Head of Macro Strategy John J. Hardy. John's FX Update from today.   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.

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  14:41
• Nasdaq 100 Index hits all time high. Micron earnings tonight key.

  Today we look at another day of strong market sentiment as the US Nasdaq 100 index hit an all time high yesterday, with the broader market still lagging a bit. Lots of company specific news to discuss as stablecoin mania continues to roil key names and as the chip and AI tech with AMD rallying hard on upgrades to their outlook from analysis. Stocks related to AI data centers, including Nvidia should hotly anticipate the Micron earnings report after the close in the US today. This and much more on today's pod, which is hosted by Saxo Global Head of Macro Strategy John J. Hardy.   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.

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  12:08
• Crude oil and USDJPY whiplash. Tesla fans ignore shaky autonomous driving debut.

  Today we discuss how Iran's staged response to US bombings mostly crushed the geopolitical tension premium in crude oil and gave a big boost to global risk sentiment, which also enjoyed another Fed member waxing dovish, sending US yields lower. Also, Tesla couldn't have timed its autonomous driving service debut better, as the stock soared despite shaky performance in at least one report. This and a discussion of gold and more on today's pod, which features Saxo Head of Commodity Strategy Ole Hansen, with Saxo Global Head of Macro Strategy John J. Hardy hosting. John's FX Update from today.

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  14:07

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