Episodes
Monday Mar 25, 2024
Macro & FX: Swiss central bank surprises; PCE and China
Monday Mar 25, 2024
Monday Mar 25, 2024
In today's episode, Macro and FX is in focus with Charu Chanana as our expert with Søren Otto as the host. The two touch upon last week's central banks meetings and look ahead to Friday's PCE figure. Finally they discuss overall FX views and also the development in Chinese currency.
Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here.
Wednesday Mar 20, 2024
Theme: Japan's route to abolish negative interest rates
Wednesday Mar 20, 2024
Wednesday Mar 20, 2024
In today's thematic episode, Charu Chanana is in the studio with Søren Otto. They dive into the recent rate hike from the Bank of Japan. They put it into a historical context and discuss why it's significant. They also talk about, how it'll impact markets and what the path is from here.
Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here.
Tuesday Mar 19, 2024
Equities: Nikkei, Nvidia and PDD
Tuesday Mar 19, 2024
Tuesday Mar 19, 2024
In today's equity episode, Peter Garnry is back in the studio with Søren Otto. They discuss the Japanese Nikkei index in the light of the Bank of Japan rate hike. They also talk about Nvidia and it's new Blackwell platform. Finally, they dive into the earnings of PDD, parent company of online marketplace Temu.
Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here.
Monday Mar 18, 2024
Macro & FX: Central bank meetings all over
Monday Mar 18, 2024
Monday Mar 18, 2024
In today's episode, Macro and FX is in focus with Charu Chanana as our expert with Søren Otto as host. The focus in this week is central bank meetings with the Federal Reserve's FOMC meeting on Wednesday being the most important. BOJ will demand attention too, while it's also worth keeping an eye on the UK, Swiss and Australian central banks.
Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here.
Thursday Mar 14, 2024
Commodities: Action everywhere
Thursday Mar 14, 2024
Thursday Mar 14, 2024
In today's thematic episode, Ole Hansen joins Søren Otto in the studio. They take the temperature on the commodity markets with a specific focus on metals. They also talk about cocoa's wild surge, and what to be aware of with grains and natural gas.
Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here.
Wednesday Mar 13, 2024
Equities: Nvidia, Oracle and CPI
Wednesday Mar 13, 2024
Wednesday Mar 13, 2024
In today's equity-focused episode, Peter Garnry is back in the studio with Søren Otto. They discuss the last week's equity performance around the globe before diving into the Nvidia, which is a company that has had a tough week, which can point to greater issues in equity markets. They also talk about the yesterday's CPI inflation number and Oracle earnings.
Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here.
Monday Mar 11, 2024
Macro & FX: Have soft landing hopes turned into expectations?
Monday Mar 11, 2024
Monday Mar 11, 2024
In today's episode, Macro and FX is in focus. That means Charu Chanana is our in-house expert. She discusses Jerome Powell's speech and the non-farm payrolls from last week. She also looks ahead to a week where the inflation figure CPI is the most important macro number. Finally, she talks about the Japanese yen and British pound.
Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here.
Friday Mar 08, 2024
Fixed income: Gilts, Treasuries and Century bond
Friday Mar 08, 2024
Friday Mar 08, 2024
Saxo's Head of Fixed Income Strategies, Althea Spinozzi, discusses this week's ECB meeting, Gilts in the light of the UK budget release and evaluates the coming week's Fed meeting and how it may impact Treasuries. With guest host Melody Morgan.
Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here.