Episodes
Tuesday Nov 12, 2024
Why timing of German government collapse wasn't a coincidence
Tuesday Nov 12, 2024
Tuesday Nov 12, 2024
In this week’s Saxo Market Call, Søren Otto is joined by Chief Macro Strategist, John J. Hardy and Head of Fixed Income, Althea Spinozzi to take the temperature of the markets one week removed from the US election. They dive deep into how bond markets, Bitcoin craze and the newly called German election.
Read daily in-depth market updates from the Saxo Market Call and Saxo Strats Market Strategy Team here.
Wednesday Nov 06, 2024
US election extravaganza
Wednesday Nov 06, 2024
Wednesday Nov 06, 2024
No big surprises here - this is all about the US election and the market reactions associated with it.
John J. Hardy, Chief Macro Strategist and Ole S. Hansen, Head of Commodity Strategy are the experts. Søren Otto is the host.
Read daily in-depth market updates from the Saxo Market Call and Saxo Strats Market Strategy Team here.
Tuesday Oct 29, 2024
Electrification's surge: market impacts on commodities and equities
Tuesday Oct 29, 2024
Tuesday Oct 29, 2024
In this week’s Saxo Market Call, Søren Otto is joined by Chief Investment Strategist, Peter Garnry, and Head of Commodity Strategy, Ole S. Hansen. Together, they dive into the latest market news from the earnings season and explore the transformative force of electrification. Tune in as they unpack what electrification means for today’s economy, its role in the shift to renewable energy, and its impact on both equity and commodity markets.
Read daily in-depth market updates from the Saxo Market Call and Saxo Strats Market Strategy Team here.
Tuesday Oct 22, 2024
The Trump trade enters the metal markets
Tuesday Oct 22, 2024
Tuesday Oct 22, 2024
In this week's episode of the Saxo Market Call, Søren Otto is joined by Chief Macro Strategist, John J. Hardy and Head of Commodity Strategy, Ole S. Hansen. They discuss the status and expectations of the earnings season as well as the US election with just two weeks to go.
Read daily in-depth market updates from the Saxo Market Call and Saxo Strats Market Strategy Team here.
Tuesday Oct 15, 2024
Has the market positioned towards a Trump presidency?
Tuesday Oct 15, 2024
Tuesday Oct 15, 2024
In this week's episode of the Saxo Market Call, Søren Otto is joined by Chief Macro Strategist, John J. Hardy. They discuss the US election's effect on markets, earnings seasons and why job data may be distorted rest of year.
Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here.
Tuesday Oct 08, 2024
Navigating Market Shifts: Fed Rate Cuts, Commodities, and Rising Food Prices
Tuesday Oct 08, 2024
Tuesday Oct 08, 2024
In this week's episode of the Saxo Market Call, host Søren Otto and Head of Commodity Strategy Ole S. Hansen dive deep into the impact of the Fed's recent rate cut on market performance. They explore how commodities like oil, gold, silver, and copper are reacting to these economic shifts. Additionally, they discuss the drivers behind rising food prices and the potential impact on consumers and global markets. Tune in for key insights on market trends, CPI data, and what to expect in the weeks ahead.
Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here.
Wednesday Oct 02, 2024
Special: Q4 Quarterly Outlook
Wednesday Oct 02, 2024
Wednesday Oct 02, 2024
In today's special episode, we talk about the recently published Q4 Outlook. 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.
Agenda:
- Macro
- Equities (06.45)
- Bonds (14.45)
- Forex (24.16)
- Commodities (32.16)
Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here.
Tuesday Sep 24, 2024
What will drive markets - rate cuts, data or the election?
Tuesday Sep 24, 2024
Tuesday Sep 24, 2024
In this episode of the Saxo Market Call, host Søren Otto is joined by Chief Macro Strategist John J. Hardy and Chief Investment Strategist Peter Garnry to break down the latest FOMC rate cut. We dive into market performance, dissect the immediate market reactions, and explore how this rate cut could shape the future of the rate cycle, especially with the U.S. election on the horizon. Tune in for expert insights on earnings reports, bond markets, and key financial figures to watch in the coming weeks.
Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here.
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