Saxo Market Call

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.

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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.

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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.

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

Summer melt-down and now two election scenarios

We're back! And what a crazy summer it's been. One of the most dramatic market crashes in years, a change of the Democratic candidate and an assassination attempt on the Republican candidate are just some of the things that have been happening.

In a new setup, the SaxoMarketCall now features several familiar experts, while Søren Otto is still steering the ship. In this episode, Peter Garnry and staple of the market call, John Hardy try to give investors an overview of what has happened during summer and how it may affect investment portfolios.

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.

Summer special: What will be the geopolitical narrative after summer?

In this special summer episode, Peter Garnry is in the studio to discuss geopolitics in the second half of 2024 and what will be the mean focus areas. In the first half, the Ukranian and Palestinian conflicts have been in focus, while political elections and central bank policy have also played a role. With the US election looming in the distance, will we see more of the same after summer?

The episode was recorded on July 8 and is meant to be an interesting insight into the what could be some of the risks and opportunities arising from geopolitical events.

We wish all of you a very happy summer and will be back to more regular programming in mid-August.

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.

Summer special: Will AI and technology continue to be the talk of the town?

In this special summer episode, Peter Garnry is in the studio to discuss whether AI and technology will continue to be one of the most dominant sectors in the second half of 2024 as it's been in the first half.

The episode was recorded on July 5 and is meant to be an interesting insight into the state of AI and technology for investors to learn about the risks and opportunities.

We wish all of you a very happy summer and will be back to more regular programming in mid-August.

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.

Summer special: Are we heading towards a commodity supercycle?

In this special summer episode, Ole Hansen is in the studio to discuss what a commodity supercycle is, whether we've been in one in the first half of 2024 and whether we will be in one in the second half.

The episode was recorded on June 26 and is meant to be an interesting insight into the term commodity supercycle for investors to learn what it means and what they need to be aware of.

We wish all of you a very happy summer and will be back to more regular programming in mid-August.

Here you find a link to where you can learn more about what moves sub-categories of commodities (as discussed in the show).

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 to expect from the earnings season

In today's episode, Peter Garnry is back in the studio with Søren Otto talking equities. This episode is mainly focused on the earnings season, which will kick off soon. Peter shares his expectations and what to pay attention to. We will also look at year-to-date performance, talk about the French election's impact on equity markets and Carlsberg's acquisition of Britvic.

Agenda:

02.07: YTD performance
05.33: French election's equity impact
09.34: Carlsberg's acquisition of Britvic
15.22: Earnings season preview

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.