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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 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.
Tuesday Oct 31, 2023
Tuesday Oct 31, 2023
Today we talk about the three major central bank rate decisions this week (BoJ, Fed, and BoE) and how the bond market is pricing policy rate trajectory long-term in the US and Europe. we also explain the barbell strategy as one way to approach the bond market these days, with Peter Garnry and Althea Spinozzi.
Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here.
Monday Oct 30, 2023
Monday Oct 30, 2023
It is a big week for central banks with rate decisions from Bank of Japan, the Fed, and Bank of England. In all cases, the central banks are expected make no changes to their policy rate, but Bank of Japan might tweak their yield-curve-control allowing the Japanese government bond yields to rise above 1%; the ceiling on Japanese bond yields was raised back in July by 0.5%-points. We also talk about the UK economy where inflation is still running hot, Eurozone inflation figures, and lastly the Nonfarm Payrolls on Friday, with Charu Chanana and Peter Garnry.
Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here.
Thursday Oct 26, 2023
Thursday Oct 26, 2023
Today we talk about rising gold prices despite rising yields in a move that smells of investors seeking hedging for a financial system in which something could soon break due to rising bond yields. We also talk about the oil market and how it is perceiving supply disruptions amid the escalating war between Hamas and Israel. Finally, we touch on the strong gains in soft commodities such as orange juice, cocoa touching a 44-year high, and sugar touching a 12-year high, with Peter Garnry and Ole S Hansen.
Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here.