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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 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.
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
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.
Tuesday Aug 20, 2024
Tuesday Aug 20, 2024
In this week's episode of the SaxoMarketCall, we're diving deep into the world of commodities. Earlier this summer, the buzz was all about the potential for a commodity supercycle. But, with recent upheavals in the financial markets, that outlook is now up in the air. That's why we've brought in the experts—Peter Garnry and Ole Hansen—to break down what happened, where we're headed next, and how it affects equities as well.
Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here.
Click here to open an account with Saxo.
We hope you like our new weekly setup and we are very happy to take any feedback.
Friday Aug 16, 2024
Friday Aug 16, 2024
We're back! And what a crazy summer it's been. One of the most dramatic market crashes in years, a change of the Democratic candidate and an assassination attempt on the Republican candidate are just some of the things that have been happening.
In a new setup, the SaxoMarketCall now features several familiar experts, while Søren Otto is still steering the ship. In this episode, Peter Garnry and staple of the market call, John Hardy try to give investors an overview of what has happened during summer and how it may affect investment portfolios.
Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here.
Click here to open an account with Saxo.
We hope you like our new weekly setup and we are very happy to take any feedback.