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Episodes
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
21 hours ago
Macro & FX: Central bank meetings all over
21 hours ago
21 hours ago
In today's episode, Macro and FX is in focus with Charu Chanana as our expert with Søren Otto as host. The focus in this week is central bank meetings with the Federal Reserve's FOMC meeting on Wednesday being the most important. BOJ will demand attention too, while it's also worth keeping an eye on the UK, Swiss and Australian central banks.
Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here.
5 days ago
Commodities: Action everywhere
5 days ago
5 days ago
In today's thematic episode, Ole Hansen joins Søren Otto in the studio. They take the temperature on the commodity markets with a specific focus on metals. They also talk about cocoa's wild surge, and what to be aware of with grains and natural gas.
Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here.
6 days ago
Equities: Nvidia, Oracle and CPI
6 days ago
6 days ago
In today's equity-focused episode, Peter Garnry is back in the studio with Søren Otto. They discuss the last week's equity performance around the globe before diving into the Nvidia, which is a company that has had a tough week, which can point to greater issues in equity markets. They also talk about the yesterday's CPI inflation number and Oracle earnings.
Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here.
Monday Mar 11, 2024
Macro & FX: Have soft landing hopes turned into expectations?
Monday Mar 11, 2024
Monday Mar 11, 2024
In today's episode, Macro and FX is in focus. That means Charu Chanana is our in-house expert. She discusses Jerome Powell's speech and the non-farm payrolls from last week. She also looks ahead to a week where the inflation figure CPI is the most important macro number. Finally, she talks about the Japanese yen and British pound.
Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here.
Friday Mar 08, 2024
Fixed income: Gilts, Treasuries and Century bond
Friday Mar 08, 2024
Friday Mar 08, 2024
Saxo's Head of Fixed Income Strategies, Althea Spinozzi, discusses this week's ECB meeting, Gilts in the light of the UK budget release and evaluates the coming week's Fed meeting and how it may impact Treasuries. With guest host Melody Morgan.
Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here.
Wednesday Mar 06, 2024
Equities: ESG criteria for the long term
Wednesday Mar 06, 2024
Wednesday Mar 06, 2024
Saxo's Head of Commercial ESG, Ida Johannesen, discusses how investors can use ESG criteria to make long term investment decisions, and shares her outlook for 2024. With guest host Melody Morgan.
Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here.
Tuesday Mar 05, 2024
Macro & FX: US jobs data, China's "Two Sessions" & Super Tuesday
Tuesday Mar 05, 2024
Tuesday Mar 05, 2024
In today's episode, Charu Chanana, Saxo's Head of FX Strategy and macro expert, discusses the latest macro and forex news, and what investors should be aware of in the coming week. With guest host Melody Morgan.
Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here.
Thursday Feb 29, 2024
Commodities: Why speculative interest is important for everyone
Thursday Feb 29, 2024
Thursday Feb 29, 2024
In today's episode we're talking with Ole S. Hansen, Head of Commodity Strategy, about the weekly so-called Commitment of Trader report and discuss why it may be relevant for all investors interested in commodities.
We do so by focusing on cocoa, which has seen a very steep price increase. We dig into the why, how and future perspectives for the commodity.
We also discuss grain and natural gas and the difference in dynamics in all three commodities.
Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here.
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