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Oct 2024
27m 15s

Has the market positioned towards a Trum...

SAXOSTRATS
About this episode

In this week's episode of the Saxo Market Call, Søren Otto is joined by Chief Macro Strategist, John J. Hardy. They discuss the US election's effect on markets, earnings seasons and why job data may be distorted rest of year. 

Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here.

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Up next
Today
Talk of "melt-up" now competing with "bubble risk"
Today we look at the latest surge in US equities, led by key AI stocks while noting that talk of "melt-up" risk has become far more prevalent. We also note what types of developments in the market might suggest that the end of this incredible speculative run is getting closer. A ... Show More
23m 58s
Yesterday
Yen gets binned as gold hits 4k and dispersion trade catches our eye.
Today, a look at the weakest equity market session in the US in the last few weeks, with at least one key AI story triggering a bit of unease, while Tesla news disappointed. But macro was the headline stealer yesterday as the Japanese yen was thrashed across the board and gold so ... Show More
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Oct 7
One deal closer in the AI capex endgame
Today, a fresh burst of speculative energy in the AI space on the OpenAI - AMD deal, which has generated some of the funnier takes from market observers as the level of absurdity is getting worse here. The deal is the latest step forward in what one observer has called the "AI ca ... Show More
18m 18s
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