Episodes
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.
Monday Jun 03, 2024
It is rate cut week
Monday Jun 03, 2024
Monday Jun 03, 2024
In today's episode, Charu Chanana is back in the studio talking macro and forex with Søren Otto. ECB will cut rates on Thursday, and is the big story this week. But it may not be the only rate cut this week, as the Bank of Canada may do the same. We will also get a fair bit of US data and the Swiss Franc is in focus. This - and more - is what Charu and Søren will talk about.
Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here.
Wednesday May 29, 2024
Is electrification the next big thing?
Wednesday May 29, 2024
Wednesday May 29, 2024
In today's episode, Peter Garnry is back in the studio with Søren Otto. In this episode they discuss Nvidia's earnings and look ahead to the final acts of the earnings season. They also talk about electrification as may be getting increased attention from investors in the future.
Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here.
Tuesday May 28, 2024
Macro: When speech trump numbers
Tuesday May 28, 2024
Tuesday May 28, 2024
In today's episode, Charu Chanana is back in the studio talking macro and forex with Søren Otto. They discuss what's more important this week - the upcoming PCE figure or the Fed speakers. They also talk about the Eurozone and the expected rate cut next week, trade wars and why carry trading may be an interesting forex strategy during the Northern hemisphere's summer months.
Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here.
Thursday May 23, 2024
2024 is heavy metals
Thursday May 23, 2024
Thursday May 23, 2024
In today's thematic episode, Ole Hansen joins Søren Otto in the studio. A lot is going on in commodities and especially in the year of metals. While we zero in on those commodities, Ole goes through the most important movements generally within the asset class.
Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here.
Tuesday May 21, 2024
While we wait on Nvidia
Tuesday May 21, 2024
Tuesday May 21, 2024
In today's episode, Peter Garnry is back in the studio with Søren Otto. In this episode they mainly focus on Nvidia's upcoming earnings. They also discuss Li Auto, Palo Alto, Microsoft, AstraZeneca and JP Morgan.
Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here.