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For the aspirational trader and financial markets professional. Coming at you most trading days, 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
Jul 9, 2024
Jul 9, 2024
24 min
In today's episode, Peter Garnry is back in the studio with Søren Otto talking equities. This episode is mainly focused on the earnings season, which will kick off soon. Peter shares his expectations and what to pay attention to. We will also look at year-to-date performance, talk about the French election's impact on equity markets and Carlsberg's acquisition of Britvic.
Agenda:
02.07: YTD performance
05.33: French election's equity impact
09.34: Carlsberg's acquisition of Britvic
15.22: Earnings season preview
Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here.
Jul 8, 2024
Jul 8, 2024
23 min
In today's episode, Charu Chanana is back in the studio talking macro and forex with Søren Otto. They will discuss the surprising outcome of the French election and what it means to the EUR. Charu will also touch up Friday's US nonfarm payroll, the UK election and a quick preview of the upcoming Royal Bank of New Zealand meeting.
Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here.
Jul 4, 2024
Jul 4, 2024
31 min
In today's special episode, we talk about the recently published Q3 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 (04.34)
- Bonds (11.11)
- Forex (17.30)
- Commodities (24.08)
Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here.
Jul 3, 2024
Jul 3, 2024
15 min
In today's episode, Peter Garnry is back in the studio with Søren Otto talking equities. In an otherwise quiet week, focused on politics, Tesla stages a surprising increase in price while Nike makes back some of what it lost based on a disappointing earnings release last week.
Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here.
Jul 1, 2024
Jul 1, 2024
22 min
In today's episode, Charu Chanana is back in the studio talking macro and forex with Søren Otto. And not just macro, but also politics as this is the prime focus area for markets. Not only did we have the first debate between the two US presidential candidates last week, we also had the first part of the French election and in the coming week, the UK will hand in their votes. Listen to Charu's takes on it all in this episode.
Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here.
Jun 25, 2024
Jun 25, 2024
23 min
In today's episode, Peter Garnry is back in the studio with Søren Otto talking equities. Among other things, they discuss what's happening to Nvidia and Airbus, how overall performance has been and the sneaky interesting earnings this week.
Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here.
Jun 24, 2024
Jun 24, 2024
26 min
In today's episode, Charu Chanana is back in the studio talking macro and forex with Søren Otto. They discuss the current equity rally and Charu gives her thoughts on what may derail it and ponder over how investors may position to protect their portfolio.
They also discuss JPY, an interesting host of central bank meetings last week and why political risk may be greater in the coming week than economic risk.
Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here.
Jun 17, 2024
Jun 17, 2024
20 min
In today's episode, Peter Garnry is back in the studio with Søren Otto talking equity and macro. In this episode they talk about the past week's macro events such as US CPI figures and FOMC meeting, the French election and the European Parliament vote and look ahead to events such as the German ZDW and US PMI.
On equities they discuss Apple's deal with OpenAI, the strong earnings from Adobe, Broadcom and Oracle and look ahead to a slow week in terms of earnings.
Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here.