Micron tries to revive AI hardware momo. Gold tests below 4,000.

from Saxo Market Call · host SaxoStrats

Today, the blow-out Micron earnings report is doing all it can to revive the AI hardware momentum trade, and it will be interesting to see how the huge jump in Micron shares ages into the options expiry this Friday. Elsewhere, the US dollar has continued its rally, but will fresh drivers for further strength be hard to come by? A focus on sterling's upside potential on the potential Burnham political revolution unfolding as well. In commodities, we discuss the latest on crude oil and gold and especially silver getting into existential chart territory. Today's pod features Saxo Head of Commodity Strategy Ole Hansen and is hosted by Saxo Global Head of Macro Strategy John J. Hardy. Links John's The FX Trader piece on whether USD can find fresh fuel and special GBP focus. Bloomberg piece on a hedge fund manager looking to short private equity in interesting ways New York times piece on what kind of managers have demanded that their workers stop working from home. About twice per week (in normal times, hopefully soon to resume), you will find links discussed on the podcast and a chart-of-the-day over at the John J. Hardy substack. 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. Intro music by AShamaluevMusic DISCLAIMER This content is marketing material. Trading financial instruments carries risks. Always ensure that you understand these risks before trading. This material does not contain investment advice or an encouragement to invest in a particular manner. Historic performance is not a guarantee of future results. The instrument(s) referenced in this content may be issued by a partner, from whom Saxo Bank A/S receives promotional fees, payment or retrocessions. While Saxo may receive compensation from these partnerships, all content is created with the aim of providing clients with valuable information and options.

Episode metadata supplied by the publisher feed · Published Jun 25, 2026

What this episode covers

Today, the blow-out Micron earnings report is doing all it can to revive the AI hardware momentum trade, and it will be interesting to see how the huge jump in Micron shares ages into the options expiry this Friday. Elsewhere, the US dollar has continued its rally, but will fresh drivers for further strength be hard to come by? A focus on sterling's upside potential on the potential Burnham political revolution unfolding as well. In commodities, we discuss the latest on crude oil and gold and especially silver getting into existential chart territory. Today's pod features Saxo Head of Commodity Strategy Ole Hansen and is hosted by Saxo Global Head of Macro Strategy John J. Hardy. Links John's The FX Trader piece on whether USD can find fresh fuel and special GBP focus. Bloomberg piece on a hedge fund manager looking to short private equity in interesting ways New York times piece on what kind of managers have demanded that their workers stop working from home. About twice per week (in normal times, hopefully soon to resume), you will find links discussed on the podcast and a chart-of-the-day over at the John J. Hardy substack. 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. Intro music by AShamaluevMusic DISCLAIMERThis content is marketing material.Trading financial instruments carries risks. Always ensure that you understand these risks before trading. This material does not contain investment advice or an encouragement to invest in a particular manner. Historic performance is not a guarantee of future results. The instrument(s) referenced in this content may be issued by a partner, from whom Saxo Bank A/S receives promotional fees, payment or retrocessions. While Saxo may receive compensation from these partnerships, all content is created with the aim of providing clients with valuable information and options.

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Micron tries to revive AI hardware momo. Gold tests below 4,000.

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