Episodes
Wednesday Jul 03, 2024
Tesla surges and Nike comes back in quiet week
Wednesday Jul 03, 2024
Wednesday Jul 03, 2024
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.
Monday Jul 01, 2024
Politics are taking over macro
Monday Jul 01, 2024
Monday Jul 01, 2024
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.
Tuesday Jun 25, 2024
What just happened to Nvidia?
Tuesday Jun 25, 2024
Tuesday Jun 25, 2024
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.
Monday Jun 24, 2024
Is it time to diversify your portfolio?
Monday Jun 24, 2024
Monday Jun 24, 2024
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.
Monday Jun 17, 2024
Has Apple and OpenAI made a groundbreaking deal?
Monday Jun 17, 2024
Monday Jun 17, 2024
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.
Tuesday Jun 11, 2024
Will EU right-wing move impact equities?
Tuesday Jun 11, 2024
Tuesday Jun 11, 2024
In today's episode, Peter Garnry is back in the studio with Søren Otto. In this episode they talk about whether the European Parliament election is likely to cause a stir in equity markets. They also discuss the US nonfarm payrolls, inflation figures and central bank meeting as well as look at the regional performance.
Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here.
Monday Jun 10, 2024
Nonfarm payroll shatters expectations - how will the Fed react?
Monday Jun 10, 2024
Monday Jun 10, 2024
In today's episode, Charu Chanana is back in the studio talking macro and forex with Søren Otto. Last week the closely-watch nonfarm payrolls come out incredibly strong, making it interesting to follow this week's FOMC meeting and CPI print. The two discusses this, as well as European Parliament election, upcoming Bank of Japan meeting and the Indian and Mexican elections.
Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here.
Tuesday Jun 04, 2024
What an ECB rate cut may mean for equity markets
Tuesday Jun 04, 2024
Tuesday Jun 04, 2024
In today's episode, Peter Garnry is back in the studio with Søren Otto. In this episode they talk about how the regions and sectors are doing and ponder over, what a rate cut by the ECB may mean for equity markets. They also touch on Lululemon's earnings release on Wednesday.
Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here.
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