Saxo Market Call

Fixed income: Gilts, Treasuries and Century bond

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.

Click here to open an account with Saxo.

Equities: ESG criteria for the long term

Saxo's Head of Commercial ESG, Ida Johannesen, discusses how investors can use ESG criteria to make long term investment decisions, and shares her outlook for 2024. With guest host Melody Morgan.

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.

Macro & FX: US jobs data, China's "Two Sessions" & Super Tuesday

In today's episode, Charu Chanana, Saxo's Head of FX Strategy and macro expert, discusses the latest macro and forex news, and what investors should be aware of in the coming week. With guest host Melody Morgan. 

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. 

Commodities: Why speculative interest is important for everyone

In today's episode we're talking with Ole S. Hansen, Head of Commodity Strategy, about the weekly so-called Commitment of Trader report and discuss why it may be relevant for all investors interested in commodities.

We do so by focusing on cocoa, which has seen a very steep price increase. We dig into the why, how and future perspectives for the commodity.

We also discuss grain and natural gas and the difference in dynamics in all three commodities.

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.

Equities: Evaluating geographical valuations

In today’s episode it’s all about equities. That also means that Peter Garnry is the host. He takes on a journey from Asia to the US and through Europe to give a status on the valuation of equities in some of the major markets in the world.

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.

Macro & FX: Will markets turn their attention to macro?

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.

Click here to open an account with Saxo.

Special edition: Why traders and investors should care about the US election

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.

Click here to open an account with Saxo.

This podcast episode was recorded on February 14, 2024.

Equities: Will Nvidia shake the AI boom?

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.

Click here to open an account with Saxo.