Saxo Market Call

SaxoStrats

Saxo Bank’s strategy team delivers market insights across all asset classes.

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Saxo Market Call

Episodes (100)

Friday Not the BoJ result the JPY bulls were looking for.
Thu Sep 17th Warsh hawkish, but market quick to reverse. Now comes BoJ.
Tue Sep 15th The AI slowdown narrative weighing more than bond carnage...for now.

Saxo Market Call

Sep 18, 2026
20½ minutes
18 MB

Today, a look at the steep JPY sell-off post Bank of Japan rate hike as the market was gunning for a firmer commitment to BoJ hiking and a stronger US dollar was already weighing in the background. Also, the BoE surprised slightly dovishly but moved to stabilize the long end of the UK yield curve. Also, we look at the pivotal situation for US stocks as we navigate triple witching ahead of next week's action. This and more on today's podcast, which is hosted by Saxo Global Head of Macro Strategy John J. Hardy Links John's...

Saxo Market Call

Not the BoJ result the JPY bulls were looking for.

SaxoStrats

00:00 -19:36