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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
Monday Aug 05, 2024
Monday Aug 05, 2024
In this special summer episode, Peter Garnry is in the studio to discuss geopolitics in the second half of 2024 and what will be the mean focus areas. In the first half, the Ukranian and Palestinian conflicts have been in focus, while political elections and central bank policy have also played a role. With the US election looming in the distance, will we see more of the same after summer?
The episode was recorded on July 8 and is meant to be an interesting insight into the what could be some of the risks and opportunities arising from geopolitical events.
We wish all of you a very happy summer and will be back to more regular programming in mid-August.
Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here.
Monday Jul 29, 2024
Monday Jul 29, 2024
In this special summer episode, Peter Garnry is in the studio to discuss whether AI and technology will continue to be one of the most dominant sectors in the second half of 2024 as it's been in the first half.
The episode was recorded on July 5 and is meant to be an interesting insight into the state of AI and technology for investors to learn about the risks and opportunities.
We wish all of you a very happy summer and will be back to more regular programming in mid-August.
Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here.
Monday Jul 22, 2024
Monday Jul 22, 2024
In this special summer episode, Ole Hansen is in the studio to discuss what a commodity supercycle is, whether we've been in one in the first half of 2024 and whether we will be in one in the second half.
The episode was recorded on June 26 and is meant to be an interesting insight into the term commodity supercycle for investors to learn what it means and what they need to be aware of.
We wish all of you a very happy summer and will be back to more regular programming in mid-August.
Here you find a link to where you can learn more about what moves sub-categories of commodities (as discussed in the show).
Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here.
Tuesday Jul 09, 2024
Tuesday Jul 09, 2024
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.
Monday Jul 08, 2024
Monday Jul 08, 2024
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.
Thursday Jul 04, 2024
Thursday Jul 04, 2024
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.
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
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.