Saxo Market Call cover image

Saxo Market Call

Latest episodes

undefined
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.
undefined
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.
undefined
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.
undefined
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.
undefined
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.
undefined
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.
undefined
May 21, 2024 • 23min

While we wait on Nvidia

Peter Garnry and Søren Otto discuss Nvidia's upcoming earnings, Chinese equities, tech sector news, cybersecurity challenges, JP Morgan CEO retirement, and AstraZeneca's growth goals in an insightful market analysis.
undefined
May 17, 2024 • 20min

Who will cut first - Fed or ECB?

Rates cuts seem to be getting closer. And then again, not really. While many were expected earlier in the year, now we only expect a few. But the real story may be whether the ECB will cut before the Fed? As the foregone week was all about US inflation and ECB members discussing exactly that, and the coming week is packed with speakers from both Fed and ECB, that is what this episode will be about. In today's macro episode, Peter Garnry is filling in for Charu Chanana. Søren Otto is the host. 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.
undefined
May 15, 2024 • 18min

How stocks react to critical inflation figure

In today's episode, Peter Garnry is back in the studio with Søren Otto. They discuss equity markets and touch upon what the immediate reaction was to the recently released CPI figure. 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.
undefined
May 13, 2024 • 24min

Is US data finally slowing down?

In today's episode, Charu Chanana is talking about macro. Søren Otto is the host. They discuss the US market as well as the important US CPI print later this week. They also touch upon China's outperformance and the most interesting forex. 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.

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner