Saxo Market Call

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.

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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.

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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.

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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.

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Central banks and key figures run the show

In today's episode of the Saxo Market Call, Charu Chanana, Market Strategist and Head of FX strategy is the expert. Together with Søren Otto, she provides an overview of the financial status in important financial regions.

First, she talks about the US and how a variety of factors may impact the timing and pacing of rate cutes by the FED (1.02).

She also gives a brief overview of the European situation and how the ECB meeting this week may affect that (6.45), before a short status on the earnings season (9.49).

Moving East, Chanana gives a brief take on China's challenges (11.30), before zeroing in on Japan and the BOJ's approach to interest rates (14.30). Finally, she considers how that may affect forex and Japanese equities (22.02).

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

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Sticking the landing: what a normalising yield curve means for bond investors

In the first episode of our thematic podcast, we zero in yield curve normalisation. The expert in the studio is Head of fixed income strategy, Althea Spinozzi. She talks about how the yield curve is bound to normalise and how that may look depending on whether we see a soft or hard landing - or what she refers to as a 70's landing. She also takes the temperature on both sovereign and corporate bonds to consider the risk and return pictures for the fixed income asset class.

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

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Uncertainty is the name of the game

In today's episode of the Saxo Market Call, Søren Otto and Ole S. Hansen discuss the conflicting CPI and PPI numbers that came out last week and their potential impact on the markets' expectations to rate cuts through the year (01.57).

They then talk about the new SEC-approved Bitcoin ETFs (04.48) followed by a brief update on the Taiwan election (9.36).

Friday, the banks kicked of the earnings season, which is only going to pick up pace over the next weeks (10.51).

As Ole is our commodities expert, we take the temperature on different commodities, starting with gas (12.50), followed by our (15.55), grain (17.36).

We end with a discussion about price conviction and what commodities look to have a tough year and which may increase in value in 2024.

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.