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Saxo Market Call

Latest episodes

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Jun 25, 2024 • 24min

What just happened to Nvidia?

In today's episode, Peter Garnry is back in the studio with Søren Otto talking equities. Among other things, they discuss what's happening to Nvidia and Airbus, how overall performance has been and the sneaky interesting earnings this week. 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.
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Jun 24, 2024 • 26min

Is it time to diversify your portfolio?

In today's episode, Charu Chanana is back in the studio talking macro and forex with Søren Otto. They discuss the current equity rally and Charu gives her thoughts on what may derail it and ponder over how investors may position to protect their portfolio. They also discuss JPY, an interesting host of central bank meetings last week and why political risk may be greater in the coming week than economic risk. 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.
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Jun 17, 2024 • 20min

Has Apple and OpenAI made a groundbreaking deal?

In today's episode, Peter Garnry is back in the studio with Søren Otto talking equity and macro. In this episode they talk about the past week's macro events such as US CPI figures and FOMC meeting, the French election and the European Parliament vote and look ahead to events such as the German ZDW and US PMI. On equities they discuss Apple's deal with OpenAI, the strong earnings from Adobe, Broadcom and Oracle and look ahead to a slow week in terms of earnings. 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.
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Jun 11, 2024 • 21min

Will EU right-wing move impact equities?

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. Click here to open an account with Saxo.
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Jun 10, 2024 • 25min

Nonfarm payroll shatters expectations - how will the Fed react?

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. Click here to open an account with Saxo.
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Jun 4, 2024 • 16min

What an ECB rate cut may mean for equity markets

Financial market analyst Peter Garnry discusses the potential impacts of an ECB rate cut on equity markets, the performance of different regions and sectors, and highlights Lululemon's earnings release. The podcast also touches upon factors influencing long-term equity returns and the challenges of predicting future outcomes in financial markets.
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Jun 3, 2024 • 20min

It is rate cut week

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. Click here to open an account with Saxo.
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May 29, 2024 • 22min

Is electrification the next big thing?

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. Click here to open an account with Saxo.
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May 28, 2024 • 22min

Macro: When speech trump numbers

Charu Chanana and Søren Otto discuss the importance of Fed speeches vs. economic data, Eurozone rate cut predictions, and the viability of carry trading in the summer. They also touch on central bank rate cuts, currency trading, and the Chinese Yuan, as well as insights on commodities and crypto markets including OPEC meetings and Ethereum ETF approvals.
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May 23, 2024 • 24min

2024 is heavy metals

Expert Ole Hansen and co-host Søren Otto dive into the booming commodities market in 2024, focusing on metals like copper, silver, and gold. They discuss market rallies, geopolitical influences, supply deficits, and the impact of speculative movements on pricing. The podcast also explores the performance of grain markets, factors affecting wheat prices, and opportunities in metals and mining investments.

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