Saxo Market Call

Macro & FX: How the debate about the US economy has shifted

In today’s episode Charu Chanana, macro expert and Head of FX strategy. She discusses how the debate about the US economy has gone from expecting recession to now looking at a so-called “no-landing” scenario.

She also touches on the US dollar, US equities as well as Chinese and Japanese performance.

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

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What rate cuts mean for bond markets

In today’s episode, Althea Spinozzi, Head of fixed income strategy, is the expert. She presents a status of the US and EU bond markets so far in 2024. She then presents what the current development may mean for fixed income in the coming quarter before discussing what that may mean in terms of diversification and positioning.

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

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Is confidence in a soft landing restored?

In this episode, Head of equity strategy, Peter Garnry looks back at an action-packed earnings week and concludes the general vibe of it. Looking ahead to the coming week, there will be less earnings, but a host of important macro figures especially from the US, which are bound to come back in to investors' focus as they judge if we are heading for recession, when rate cuts are happening and whether we will have a soft landing.

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

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Year of the metals

This week's thematic podcast episode is all about metals. Ole S. Hansen, Head of commodity strategy, is the expert. He talks about the idea that 2024 could be the year of metals - especially gold, silver and copper are in focus. He discusses their performance so far, why it may be their year and how curious people can be invested in the sub-asset class.

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.

Has the March rate cut been cancelled?

With Charu Chanana in the studio, we leave the earnings season aside for a while and focus on the macro side of things. 

We take a look at the US economy in the light of the very strong non-farm payroll report that came out Friday. We also discuss the Red Sea crisis and its implications for oil, freight rates and markets at large. Finally, we assess the financial situation in China and Australia.

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.

Tis the (earnings) season

This week has been teeming with earnings and many of the US mastodons as well as Europe's largest company has reported. Therefore, Peter Garnry is once again in the studio to give us an overview of what has happened and what it means for investors and traders across the globe. It's earnings, earnings, earnings.

This episode comes out a little bit later than usual, so we're able to catch the freshest earnings from the US region. We hope you still like it and look forward to listen in.

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.

The biggest earnings week is here

This week is the biggest during this earnings season, as many of the US tech mastodons will report. Therefore, Peter Garnry is in the studio. Before touching on this exciting week, he and Søren Otto also discuss last week's earnings as well as the key figures that come out of the US.

The two also talk about the Chinese real estate company Evergrande and the important central bank meetings that also takes places in the coming week. 

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

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Normalise

Earnings are heating up

In this week's thematic episode, we're talking earnings season with Peter Garnry, Head of equity strategy. We talk about earnings seasons in general and what Garnry pays attention to when reading an earnings report. He also gives his view on some of the biggest reports this week and looks ahead to the coming week, where earnings will roll in. Finally, we talk about how investors can get going by integrating earnings seasons into their investment strategy.

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.