Saxo Market Call

Navigating Market Shifts: Fed Rate Cuts, Commodities, and Rising Food Prices

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.

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Special: Q4 Quarterly Outlook

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.

Click here to open an account with Saxo.

What will drive markets - rate cuts, data or the election?

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.

Click here to open an account with Saxo.

Tech and AI: struggles, opportunities, and expert insights with Philip Jagd

In this episode, we dive into the upcoming FOMC meeting and what it could mean for financial markets. We also get exclusive insights from Philip Jagd, Head of Equities at Sampension, who shares key takeaways from his recent excursion to meet with US tech companies, including the magnificent seven members Nvidia and Meta. We’ll unpack the challenges tech and AI companies face in living up to their high valuations, and explore future opportunities amidst the turbulence. Hosted by Søren Otto, with our Chief Investment Strategist, Peter Garnry, joining for his market analysis.

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.

Harris wins debate, but FOMC trumps politics for now

The much anticipated debate between Kamala Harris and Donald Trump, one of the biggest single events leading up to the US presidential election, took place last night. In this episode, we talk takeaways and discuss how relevant and impactful it is for financial markets relative to upcoming key figures and rate cut decisions. Today's expert is John J. Hardy. 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.

Market limbo: The real driver behind performance

The earnings season is - in large part - over and we're waiting on the Fed to most likely announce rate cuts, while the US election is looming in the distance. At the same time oil seems to be more and more in focus. So today, the Saxo Market Call is all about figuring out what is the real driver of markets currently. In that, we will discuss current market performance and news. We will also deep dive into where oil is heading. Today's experts are Peter Garnry, Chief Investment Strategist and Ole Hansen, Head of Commodity Strategies. 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.

All eyes on Nvidia

While the US election is increasingly stealing headlines, this week is all about the Nvidia earnings report Wednesday. Markets are holding their breath to see if the AI mastodon can keep delivering against astronomical expectations. In this episode, we take the pulse of the AI industry, while we also discuss what's the next big thing in the US presidential election after the Democratic national convention has concluded. Peter Garnry and John Hardy are the experts in the studio with Søren Otto.

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.

As the commodity bull cycle becomes more selective, how does it impact equities?

In this week's episode of the SaxoMarketCall, we're diving deep into the world of commodities. Earlier this summer, the buzz was all about the potential for a commodity supercycle. But, with recent upheavals in the financial markets, that outlook is now up in the air. That's why we've brought in the experts—Peter Garnry and Ole Hansen—to break down what happened, where we're headed next, and how it affects equities as well.

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.

We hope you like our new weekly setup and we are very happy to take any feedback.