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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
Tuesday Oct 29, 2024
Tuesday Oct 29, 2024
In this week’s Saxo Market Call, Søren Otto is joined by Chief Investment Strategist, Peter Garnry, and Head of Commodity Strategy, Ole S. Hansen. Together, they dive into the latest market news from the earnings season and explore the transformative force of electrification. Tune in as they unpack what electrification means for today’s economy, its role in the shift to renewable energy, and its impact on both equity and commodity markets.
Read daily in-depth market updates from the Saxo Market Call and Saxo Strats Market Strategy Team here.
Tuesday Oct 22, 2024
Tuesday Oct 22, 2024
In this week's episode of the Saxo Market Call, Søren Otto is joined by Chief Macro Strategist, John J. Hardy and Head of Commodity Strategy, Ole S. Hansen. They discuss the status and expectations of the earnings season as well as the US election with just two weeks to go.
Read daily in-depth market updates from the Saxo Market Call and Saxo Strats Market Strategy Team here.
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
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
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
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
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
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.