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For the aspirational trader and financial markets professional. Coming at you two to three times a week, the Saxo Market Call is the high frequency podcast for real-time analysis of the financial markets across asset classes, from forex and rates to equities and commodities.
Episodes
Wednesday Jan 10, 2024
Wednesday Jan 10, 2024
This is the first fixed-income episode of the year and we are talking about the negative start to the year with rising bond yields and one US rate cut almost being priced out already. We also talk about whether the US 10-year yield here at 4% is attractive and what the risks are and especially in the context of tomorrow's US inflation report. We also talk about our recently published quarterly outlook where we highlighted three scenarios in the economy and how these scenarios will impact the yield curve, with Peter Garnry and Althea Spinozzi.
Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here.
Monday Jan 08, 2024
Monday Jan 08, 2024
In today's episode we talk about Friday's US Nonfarm Payrolls and how to read the report while looking ahead to this week's US macro figures across NFIB small business optimism index, initial jobless claims and the important inflation report on Thursday. We also talk about the USD rebound this year and whether momentum can continue and touches on levels in USDJPY and EURUSD. Finally, we touch on the weak sentiment in China and the big batch of Chinese macro data coming out before ending the week with a lot of tensions around the Taiwan election, with Charu Chanana and Peter Garnry.
Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here.
Thursday Jan 04, 2024
Thursday Jan 04, 2024
In today's episode we discuss the developments in the Middle East and how it is impacting crude oil, gold given the expected lower policy rate this year and inflation expectations generally trending down, and finally a perspective on the grains sector that had a terrible 2023, with Ole S Hansen and Peter Garnry.
Read daily in-depth market updates from the Saxo Market Call and the SaxoStrats here.
Wednesday Jan 03, 2024
Wednesday Jan 03, 2024
In the first episode of the year we discuss what to expect in equities. We touch on different topics ranging from BYD overtaking Tesla as the largest EV maker in the world, earnings growth expectations and whether they are realistic, the AI hype and whether it can continue, what we like the most in developed market equities, thoughts on China and India, and whether we can expect a recession or not, with Søren Otto Simonsen and Peter Garnry.
Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here.
Monday Dec 18, 2023
Monday Dec 18, 2023
This is the last macro episode before the holiday season. We talk about the upcoming macro figures this week and why they might matter less given the Fed pivot on policy rates. The USD weakening last week and we discuss whether the trend will continue into in the year. Finally, we focus on BoJ rate decision tomorrow with expectations looking for no change but markets are certain that BoJ will hint of maybe leaving negative interest rates behind at the January meeting, with Charu Chanana and Peter Garnry.
Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here.
Thursday Dec 14, 2023
Thursday Dec 14, 2023
In this episode we discuss what we have chosen to be the best outrageous prediction for 2024 sent to us by our clients at Saxo. The outrageous prediction is simply that government abandons the GDP measure as the yardstick for progress and how to steer the economy. Given that rising GDP has been the key policy objective by developed countries since the Great Depression this would truly be an outrageous prediction. We discuss this outrageous idea and the problems with GDP in a greater macroeconomic context, with Peter Garnry and Steen Jakobsen.
Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here.
Tuesday Dec 12, 2023
Tuesday Dec 12, 2023
This is likely the last podcast on fixed income this year so we take a look at the current situation with rate decisions this week from the Fed, ECB and BoE. We also go through the key events and performances across bonds in 2023 with high yield bonds and the Austrian 100-year bond being some of the biggest surprises. Finally, we talk about what to expect in bonds next year as the market has fixed its expectations on lower inflation and lower policy rates, with Peter Garnry and Althea Spinozzi.
Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here.
Monday Dec 11, 2023
Monday Dec 11, 2023
This week is crucial for markets given the big moves last week across gold and JPY with Nonfarm Payrolls on Friday supporting the soft landing narrative. Tomorrow, the US inflation report will set the stage for the FOMC rate decision on Wednesday and the key focus is still on services inflation. On Thursday, ECB and BoE will deliver rate decisions and Friday will end the week with key PMI figures across the Eurozone, UK and the US. Central banks will not keep rates so the market will focus on the details in the communication and it feels that markets are sensitive to changes in the narrative around monetary policy and inflation so this week could become more volatile than expected, with Charu Chanana and Peter Garnry.
Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here.