Episodes
Tuesday May 07, 2024
It's all about the two lane economy
Tuesday May 07, 2024
Tuesday May 07, 2024
In today's episode, Peter Garnry is back in the studio with Søren Otto. In this episode they discuss how the global economy is running driving along to different lanes - some of it is driving fast, some of it slow.
They also discuss past and upcoming earnings, especially focusing on Berkshire Hathaway's report.
Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here.
Wednesday May 01, 2024
Theme: why you should pay attention to the US Quarterly Refunding Announcement
Wednesday May 01, 2024
Wednesday May 01, 2024
In today's episode, Søren Otto is joined by Althea Spinozzi, head of fixed income strategy. The two dive into the US so-called quarterly refunding announcement, which is a lesser known financial event, but nonetheless one, which may impact your investment portfolio.
Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here.
Tuesday Apr 30, 2024
Equities: Earnings roll on
Tuesday Apr 30, 2024
Tuesday Apr 30, 2024
In today's equity episode, Peter Garnry is back in the studio with Søren Otto. As major companies will report their Q1 earnings this week, this will be the focus of this episode.
Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here.
Monday Apr 29, 2024
Macro: Japanese drama - what's next for the yen?
Monday Apr 29, 2024
Monday Apr 29, 2024
In today's episode, Charu Chanana is talking about macro. Søren Otto is the host. They discuss last week's events such as the BoJ meeting, and US PCE. They also look ahead to ta busy week where especially the FOMC meeting and the Japanese yen are in focus.
Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here.
Thursday Apr 25, 2024
Theme: Deciphering Asian forex interventions
Thursday Apr 25, 2024
Thursday Apr 25, 2024
In today's episode, Søren Otto is joined by Charu Chanana to talk about the rumoured currency interventions in China and Japan.
They discuss the what, why and how of interventions and dive into the two markets, looking at the specifics for either country. They also ponder over the implications for traders engaged in forex markets.
Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here.
Tuesday Apr 23, 2024
Equities: Will this be the end of the magnificent seven?
Tuesday Apr 23, 2024
Tuesday Apr 23, 2024
In today's equity episode, Peter Garnry is back in the studio with Søren Otto. They talk earnings, as many of the US tech stocks will report this week.
Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here.
Monday Apr 22, 2024
Macro: earnings battle geopolitics and macro figures for centre-stage
Monday Apr 22, 2024
Monday Apr 22, 2024
In today's episode, macro is in focus as Peter Garnry is standing in for Charu Chanana. Søren Otto is the host. Peter and Søren discuss last week's EU and UK inflation, Fed speakers, Japanese inflation and geopolitics. They also look towards a busy week with earnings, macro figures and a potential FX intervention in Asia.
Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here.
Thursday Apr 18, 2024
Theme: How geopolitical uncertainty affects bond and commodities
Thursday Apr 18, 2024
Thursday Apr 18, 2024
In today's thematic episode, Søren Otto is joined by no less than two experts, as Althea Spinozzi and Ole S. Hansen both join in the studio. The three discuss how the growing geopolitical uncertainty affect fixed income and commodities.
Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here.