Outrageous Predictions
Executive Summary: Outrageous Predictions 2026
Saxo Group
Read Saxo's Outrageous Predictions for 2026, our latest batch of low probability, but high impact ev...
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Snowflake rips, Gold at critical levels.
Saxo Market Call
Summary: Today, we note the very different outcomes for the two admittedly very different software names Salesforce and Snowflake as both reported earnings after the close yesterday. Elsewhere, insane volatility for Marvell in yesterday's session ahead of its own earnings report after the close - are the wheels coming off a bit here for chip names. Also, Gold needs to take a stand here or else, plenty on macro and FX and more on today's pod, which is hosted by Saxo Global Head of Macro Strategy John J. Hardy.
Listen to the full episode now or follow the Saxo Market Call on your favourite podcast app.
Links
- Michael Burry points out that VC has gone whole hog in AI, similar to the situation in 2000 with TMT bubble.
- Acquired put out a four-hour episode on the fascinating history and phenomenon that is Ferrari - these guys are great.
- FT with an exclusive on Ukraine turning the tables in its war with Russia - amazing innovation and rates of production for their at least partially homegrown tech.
- Stratechery with a brief discussion (paywall) of the SpaceX IPO, both quite dismissive in some ways, but also surprisingly supportive of the idea that space-based data centres could be a thing.
Questions and comments, please!
We invite you to send any questions and comments you might have for the podcast team. Whether feedback on the show's content, questions about specific topics, or requests for more focus on a given market area in an upcoming podcast, please get in touch at marketcall@saxobank.com.This content is marketing material and should not be considered investment advice. Trading financial instruments carries risks and historic performance is not a guarantee for future performance.
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