Saxo Market Call

In today’s episode Charu Chanana, macro expert and Head of FX strategy. After a week with a very high focus on the Nvidia earnings report, markets may move to focus more on macro figures with one of this week's most important ones being the American PCE. Depending on how it comes out, this may inform Fed's approach to rate policy.

She also gives an update on last week's positive performance in China and presents what forex to watch.

Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here.

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In this special episode of the Saxo Market Call podcast, Peter Garnry, Head of SaxoStrats and Equity Strategy and John J. Hardy, former podcast host and US politics expert, dive into the turbulent seas of the 2024 U.S. Presidential election and its potential impact on the financial markets.

Their discussion revolves around key points are relevant for investors and traders alike to get a better understanding of the effects of what promises to be a highly contentious electoral battle on global economic dynamics. 

Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here.

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This podcast episode was recorded on February 14, 2024.

Nvidia's earnings report is the most important event for market sentiment in this week. Expectations are sky high, but past performance has also been remarkable. But the further you go up, the further you risk falling.

In today's equity focused episode, Peter Garnry is the expert and he discusses the expectations of Nvidia's earnings and take the temperature of the boom in AI stocks and their expected growth over the past few years.

Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here.

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In today’s episode Charu Chanana, macro expert and Head of FX strategy. She discusses how the debate about the US economy has gone from expecting recession to now looking at a so-called “no-landing” scenario.

She also touches on the US dollar, US equities as well as Chinese and Japanese performance.

Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here.

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In today’s episode, Althea Spinozzi, Head of fixed income strategy, is the expert. She presents a status of the US and EU bond markets so far in 2024. She then presents what the current development may mean for fixed income in the coming quarter before discussing what that may mean in terms of diversification and positioning.

Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here.

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In this episode, Head of equity strategy, Peter Garnry looks back at an action-packed earnings week and concludes the general vibe of it. Looking ahead to the coming week, there will be less earnings, but a host of important macro figures especially from the US, which are bound to come back in to investors' focus as they judge if we are heading for recession, when rate cuts are happening and whether we will have a soft landing.

Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here.

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This week's thematic podcast episode is all about metals. Ole S. Hansen, Head of commodity strategy, is the expert. He talks about the idea that 2024 could be the year of metals - especially gold, silver and copper are in focus. He discusses their performance so far, why it may be their year and how curious people can be invested in the sub-asset class.

Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here.

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With Charu Chanana in the studio, we leave the earnings season aside for a while and focus on the macro side of things. 

We take a look at the US economy in the light of the very strong non-farm payroll report that came out Friday. We also discuss the Red Sea crisis and its implications for oil, freight rates and markets at large. Finally, we assess the financial situation in China and Australia.

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.