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The Saxo strategy team delivers insights and opinions about financial markets three times a week. Monday’s episode will focus on the events that have unfolded in the past week and what you should pay attention to in the coming week. Tuesday’s episode will focus on equities both in terms of performance and other relevant developments. Thursday’s episode will focus more narrowly on a specific topic, which can be everything from earning seasons, to yield curves and oil prices. The podcast will feature a wide array of Saxo’s financial experts.
Episodes
Tuesday Apr 09, 2024
Equities: What you need to know as the earnings season kicks off
Tuesday Apr 09, 2024
Tuesday Apr 09, 2024
In today's equity episode, Peter Garnry is back in the studio with Søren Otto. They talk about the earnings season, which is beginning this week. Per usual, it is the financial companies in the US that kick things off. Garnry gives his take on, what the expectations are and what to pay attention to.
Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here.
Monday Apr 08, 2024
Macro and FX: NFP, CPI, ECB and Japan
Monday Apr 08, 2024
Monday Apr 08, 2024
In today's episode, Macro and FX is in focus with Charu Chanana as our expert with Søren Otto as the host. They discuss the nonfarm payroll from Friday, the upcoming CPI number in the US. They also talk about the ECB meeting and the momentum in Japanese market.
Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here.
Wednesday Apr 03, 2024
Equities and macro: Tesla, Quarterly Outlook and inflation
Wednesday Apr 03, 2024
Wednesday Apr 03, 2024
In today's equity episode, Peter Garnry is back in the studio with Søren Otto. They discuss Tesla's recent earnings and look at the regional equity performance. They also discuss our recently published Quarterly Outlook. Finally, they talk about the biggest macro events in the near past.
Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here.
Tuesday Mar 26, 2024
Theme: Central bank meeting impact on fixed income
Tuesday Mar 26, 2024
Tuesday Mar 26, 2024
In today's episode, Saxo's Head of Fixed Income Strategy, Althea Spinozzi, discusses how last week's many central bank meetings have impacted the fixed income markets with a special focus on the US, UK, Switzerland and Japan.
Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here.
Monday Mar 25, 2024
Macro & FX: Swiss central bank surprises; PCE and China
Monday Mar 25, 2024
Monday Mar 25, 2024
In today's episode, Macro and FX is in focus with Charu Chanana as our expert with Søren Otto as the host. The two touch upon last week's central banks meetings and look ahead to Friday's PCE figure. Finally they discuss overall FX views and also the development in Chinese currency.
Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here.
Wednesday Mar 20, 2024
Theme: Japan's route to abolish negative interest rates
Wednesday Mar 20, 2024
Wednesday Mar 20, 2024
In today's thematic episode, Charu Chanana is in the studio with Søren Otto. They dive into the recent rate hike from the Bank of Japan. They put it into a historical context and discuss why it's significant. They also talk about, how it'll impact markets and what the path is from here.
Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here.
Tuesday Mar 19, 2024
Equities: Nikkei, Nvidia and PDD
Tuesday Mar 19, 2024
Tuesday Mar 19, 2024
In today's equity episode, Peter Garnry is back in the studio with Søren Otto. They discuss the Japanese Nikkei index in the light of the Bank of Japan rate hike. They also talk about Nvidia and it's new Blackwell platform. Finally, they dive into the earnings of PDD, parent company of online marketplace Temu.
Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here.
Monday Mar 18, 2024
Macro & FX: Central bank meetings all over
Monday Mar 18, 2024
Monday Mar 18, 2024
In today's episode, Macro and FX is in focus with Charu Chanana as our expert with Søren Otto as host. The focus in this week is central bank meetings with the Federal Reserve's FOMC meeting on Wednesday being the most important. BOJ will demand attention too, while it's also worth keeping an eye on the UK, Swiss and Australian central banks.
Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here.
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