Episodes
Tuesday Oct 15, 2024
Has the market positioned towards a Trump presidency?
Tuesday Oct 15, 2024
Tuesday Oct 15, 2024
In this week's episode of the Saxo Market Call, Søren Otto is joined by Chief Macro Strategist, John J. Hardy. They discuss the US election's effect on markets, earnings seasons and why job data may be distorted rest of year.
Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here.
Tuesday Oct 08, 2024
Navigating Market Shifts: Fed Rate Cuts, Commodities, and Rising Food Prices
Tuesday Oct 08, 2024
Tuesday Oct 08, 2024
In this week's episode of the Saxo Market Call, host Søren Otto and Head of Commodity Strategy Ole S. Hansen dive deep into the impact of the Fed's recent rate cut on market performance. They explore how commodities like oil, gold, silver, and copper are reacting to these economic shifts. Additionally, they discuss the drivers behind rising food prices and the potential impact on consumers and global markets. Tune in for key insights on market trends, CPI data, and what to expect in the weeks ahead.
Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here.
Wednesday Oct 02, 2024
Special: Q4 Quarterly Outlook
Wednesday Oct 02, 2024
Wednesday Oct 02, 2024
In today's special episode, we talk about the recently published Q4 Outlook. Each SaxoStrat explains his or her take and adds a bit of flavour to it. This means that this episode features Peter Garnry, Ole Hansen, Althea Spinozzi and Charu Chanana. Søren Otto is the host.
Agenda:
- Macro
- Equities (06.45)
- Bonds (14.45)
- Forex (24.16)
- Commodities (32.16)
Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here.
Tuesday Sep 24, 2024
What will drive markets - rate cuts, data or the election?
Tuesday Sep 24, 2024
Tuesday Sep 24, 2024
In this episode of the Saxo Market Call, host Søren Otto is joined by Chief Macro Strategist John J. Hardy and Chief Investment Strategist Peter Garnry to break down the latest FOMC rate cut. We dive into market performance, dissect the immediate market reactions, and explore how this rate cut could shape the future of the rate cycle, especially with the U.S. election on the horizon. Tune in for expert insights on earnings reports, bond markets, and key financial figures to watch in the coming weeks.
Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here.
Tuesday Sep 17, 2024
Tech and AI: struggles, opportunities, and expert insights with Philip Jagd
Tuesday Sep 17, 2024
Tuesday Sep 17, 2024
In this episode, we dive into the upcoming FOMC meeting and what it could mean for financial markets. We also get exclusive insights from Philip Jagd, Head of Equities at Sampension, who shares key takeaways from his recent excursion to meet with US tech companies, including the magnificent seven members Nvidia and Meta. We’ll unpack the challenges tech and AI companies face in living up to their high valuations, and explore future opportunities amidst the turbulence. Hosted by Søren Otto, with our Chief Investment Strategist, Peter Garnry, joining for his market analysis.
Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here.
Wednesday Sep 11, 2024
Harris wins debate, but FOMC trumps politics for now
Wednesday Sep 11, 2024
Wednesday Sep 11, 2024
The much anticipated debate between Kamala Harris and Donald Trump, one of the biggest single events leading up to the US presidential election, took place last night. In this episode, we talk takeaways and discuss how relevant and impactful it is for financial markets relative to upcoming key figures and rate cut decisions. Today's expert is John J. Hardy. Søren Otto is the host.
Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here.
Tuesday Sep 03, 2024
Market limbo: The real driver behind performance
Tuesday Sep 03, 2024
Tuesday Sep 03, 2024
The earnings season is - in large part - over and we're waiting on the Fed to most likely announce rate cuts, while the US election is looming in the distance. At the same time oil seems to be more and more in focus. So today, the Saxo Market Call is all about figuring out what is the real driver of markets currently. In that, we will discuss current market performance and news. We will also deep dive into where oil is heading. Today's experts are Peter Garnry, Chief Investment Strategist and Ole Hansen, Head of Commodity Strategies. Søren Otto is the host.
Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here.
Tuesday Aug 27, 2024
All eyes on Nvidia
Tuesday Aug 27, 2024
Tuesday Aug 27, 2024
While the US election is increasingly stealing headlines, this week is all about the Nvidia earnings report Wednesday. Markets are holding their breath to see if the AI mastodon can keep delivering against astronomical expectations. In this episode, we take the pulse of the AI industry, while we also discuss what's the next big thing in the US presidential election after the Democratic national convention has concluded. Peter Garnry and John Hardy are the experts in the studio with Søren Otto.
Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here.
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