Saxo Market Call

Saxo Market Call

The Saxo strategy team delivers insights and opinions about financial markets three times a week. Monday’s episode will focus on the events that have unfolded in the past week and what you should pay attention to in the coming week. Tuesday’s episode will focus on equities both in terms of performance and other relevant developments. Thursday’s episode will focus more narrowly on a specific topic, which can be everything from earning seasons, to yield curves and oil prices. The podcast will feature a wide array of Saxo’s financial experts.

Episodes

May 17, 2024 20 mins

Rates cuts seem to be getting closer. And then again, not really. While many were expected earlier in the year, now we only expect a few. But the real story may be whether the ECB will cut before the Fed?

As the foregone week was all about US inflation and ECB members discussing exactly that, and the coming week is packed with speakers from both Fed and ECB, that is what this episode will be about.

In today's macro episode, Peter G...

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In today's episode, Peter Garnry is back in the studio with Søren Otto. They discuss equity markets and touch upon what the immediate reaction was to the recently released CPI figure.

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

Click here to open an account with Saxo.

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May 13, 2024 23 mins

In today's episode, Charu Chanana is talking about macro. Søren Otto is the host. They discuss the US market as well as the important US CPI print later this week. They also touch upon China's outperformance and the most interesting forex.

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

Click here to open an account with Saxo.

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In this special episode of the Saxo Market Call podcast, Peter Garnry, Head of SaxoStrats and Equity Strategy and John J. Hardy, former podcast host, dive into what business sectors may be affected by whether Donald Trump or Joe Biden will be the next US president.

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

Click here to open an account with Saxo.

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In today's episode, Peter Garnry is back in the studio with Søren Otto. In this episode they discuss how the global economy is running driving along to different lanes - some of it is driving fast, some of it slow.

They also discuss past and upcoming earnings, especially focusing on Berkshire Hathaway's report.

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

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In today's episode, Søren Otto is joined by Althea Spinozzi, head of fixed income strategy. The two dive into the US so-called quarterly refunding announcement, which is a lesser known financial event, but nonetheless one, which may impact your investment portfolio.

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

Click here to open an account with Saxo.

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April 30, 2024 19 mins

In today's equity episode, Peter Garnry is back in the studio with Søren Otto. As major companies will report their Q1 earnings this week, this will be the focus of this episode.

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

Click here to open an account with Saxo.

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In today's episode, Charu Chanana is talking about macro. Søren Otto is the host. They discuss last week's events such as the BoJ meeting, and US PCE. They also look ahead to ta busy week where especially the FOMC meeting and the Japanese yen are in focus.

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

Click here to open an account with Saxo.

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In today's episode, Søren Otto is joined by Charu Chanana to talk about the rumoured currency interventions in China and Japan.

They discuss the what, why and how of interventions and dive into the two markets, looking at the specifics for either country. They also ponder over the implications for traders engaged in forex markets.

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

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In today's equity episode, Peter Garnry is back in the studio with Søren Otto. They talk earnings, as many of the US tech stocks will report this week.

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

Click here to open an account with Saxo.

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In today's episode, macro is in focus as Peter Garnry is standing in for Charu Chanana. Søren Otto is the host. Peter and Søren discuss last week's EU and UK inflation, Fed speakers, Japanese inflation and geopolitics. They also look towards a busy week with earnings, macro figures and a potential FX intervention in Asia.

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

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In today's thematic episode, Søren Otto is joined by no less than two experts, as Althea Spinozzi and Ole S. Hansen both join in the studio. The three discuss how the growing geopolitical uncertainty affect fixed income and commodities.

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

Click here to open an account with Saxo.

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In today's equity episode, Peter Garnry is back in the studio with Søren Otto. They talk about the latest geopolitical developments and discuss whether that or the earnings season will drive equity markets in the near future.

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

Click here to open an account with Saxo.

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This is a special episode that we've decided to put out to provide you with our immediate takes on the market reactions following the Iran attack on Israel over the weekend. The episode features Ole S. Hansen, with Søren Otto as the host.

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

Click here to open an account with Saxo.

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April 15, 2024 15 mins

In today's episode, macro is in focus as Peter Garnry is standing in for Charu Chanana. Søren Otto is the host. Peter and Søren discuss last week's US CPI and ECB meeting and zero in on the Chinese import and export numbers. They also talk about the upcoming EU and UK inflation figures.

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

Click here to open an account with Saxo.

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April 11, 2024 33 mins

In today's thematic episode, we talk about the Quarter Outlook, which was released last week. Each SaxoStrat explains his or her take and adds a bit of flavour to it. This means that this episode features Peter Garnry, Ole Hansen, Althea Spinozzi and Charu Chanana. Søren Otto is the host.

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

Click here to open an account with Saxo.

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In today's equity episode, Peter Garnry is back in the studio with Søren Otto. They talk about the earnings season, which is beginning this week. Per usual, it is the financial companies in the US that kick things off. Garnry gives his take on, what the expectations are and what to pay attention to.

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

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April 8, 2024 20 mins

In today's episode, Macro and FX is in focus with Charu Chanana as our expert with Søren Otto as the host. They discuss the nonfarm payroll from Friday, the upcoming CPI number in the US. They also talk about the ECB meeting and the momentum in Japanese market.

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

Click here to open an account with Saxo.

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In today's equity episode, Peter Garnry is back in the studio with Søren Otto. They discuss Tesla's recent earnings and look at the regional equity performance. They also discuss our recently published Quarterly Outlook. Finally, they talk about the biggest macro events in the near past.

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

Click here to open an account with Saxo.

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In today's episode, Saxo's Head of Fixed Income Strategy, Althea Spinozzi, discusses how last week's many central bank meetings have impacted the fixed income markets with a special focus on the US, UK, Switzerland and Japan.

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

Click here to open an account with Saxo.

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