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Podcast: Saxo Market Call
Episode:

The cognitive dissonance is getting painful here.
Category: Business
Duration: 00:25:18
Publish Date: 2026-04-28 09:33:33
Description:

Today's John J. Hardy substack post.

Today, challenging the notion that energy prices can remain here or go higher and risk sentiment can stay stable as we wonder where the market's pain point is. It's either that, or we must see clarity emerge in the Hormuz Strait to justify the equity market's strong sentiment. Also, a look at companies reporting yesterday and today, macro and FX, the Bank of Japan's meeting today and much more. Today's pod hosted by Saxo Global Head of Macro Strategy John J. Hardy.

Links discussed on today's podcast and our Chart of the Day can be found on the John J. Hardy substack (within two to four hours from the time of the podcast release).

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

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Intro music by AShamaluevMusic

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