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From macroeconomy and politics to stocks and bonds, commodities and forex, the Saxo Market Call is a weekly show for all investors who want to be updated on what moves financial markets in an inspiring and engaging way.
Episodes
Wednesday Nov 15, 2023
Wednesday Nov 15, 2023
Today we discuss options and how investors and traders can use them. We go through an example on getting long exposure to Novo Nordisk, alternative entry strategies selling in-the-money puts, creating recurring income from selling covered call options on stocks in the portfolio, zero-days-to-expiry (0DTE) options, and finally how maybe not to use options around earnings releases, with Koen Hoorelbeke and Peter Garnry.
Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here.
Tuesday Nov 14, 2023
Tuesday Nov 14, 2023
While today's US inflation report will move markets and be important the longer term importance will come from inflation expectations which are all on the rise. In today's podcast we also talk about our views on bond yields given the market's pricing of the Fed Funds Rate a couple of years out and why we still like the barbell strategy. Finally, we discuss Moody's change of the US rating outlook from stable to negative over the weekend and why it matters for credit bonds from Microsoft and Johnson & Johnson , with Peter Garnry and Althea Spinozzi.
Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here.
Thursday Nov 09, 2023
Thursday Nov 09, 2023
In today's episode we discuss the recent plunge in crude oil which is definitely not part of the OPEC+ plan, the correction in gold following a strong period for equities, and finally we talk about the roaring prices in soft commodities due to extreme weather patterns, with Peter Garnry and Ole S Hansen.
Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here.
Wednesday Nov 08, 2023
Wednesday Nov 08, 2023
Today we discuss 1) battery electric vehicles deliveries in Q3 and how it relates to Brent crude being down 18% from its recent peak, 2) is a recession finally coming after great delay? and 3) the Adyen Investor Day tonight European time as an important event for the payments industry, with Peter Garnry.
Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here.
Tuesday Nov 07, 2023
Tuesday Nov 07, 2023
In today's episode we talk about corporate bonds in USD and EUR taking a look at the historically high bond yields and investment grade vs high-yield spread. We also take a look at performance across the different corporate bond segments and zoom in on some individual names such as Leonardo and 3M, with Peter Garnry and Althea Spinozzi.
Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here.
Monday Nov 06, 2023
Monday Nov 06, 2023
In today's podcast we discuss the weaker USD on the back of the big risk-on move across markets last week, and whether the lower long-end US bond yields in fact cancel out a bit of Powell's remarks last week. We also discuss Bank of Japan and JPY, China data this week and the lack of growth revive, and finally tomorrow RBA rate decision, with Charu Chanana and Peter Garnry.
Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here.
Friday Nov 03, 2023
Friday Nov 03, 2023
In this week's extended commodity focused podcast we welcome Nitesh Shah, head of commodities research at WisdomTree, Europe's largest commodity ETP provider. First we discuss the pros and cons of investing in commodity ETPs vs companies, and what to be aware of. We move on to having a broad discussion about the outlook for key commodities. Nitesh gives his view on China and why he is cautiously optimistic about the demand outlook. Also the green arms race and its impact on transition metals and how investors gain exposure to these green metals, with Nitesh Shah and Ole S Hansen.
Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here.
Wednesday Nov 01, 2023
Wednesday Nov 01, 2023
Today we discuss three things. Earnings expected tomorrow from Apple, Novo Nordisk, and Fortinet. The green transformation meltdown that just continues every month with Orsted as the key example today down 16%. Finally, we discuss the earnings season and the surprises from US technology and European companies, with Oskar Bernhardtsen and Peter Garnry.
Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here.
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