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Saxo Market Call

Latest episodes

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Mar 6, 2024 • 14min

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.
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Mar 5, 2024 • 25min

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. 
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Feb 29, 2024 • 24min

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.
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Feb 27, 2024 • 24min

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.
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Feb 26, 2024 • 24min

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.
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Feb 22, 2024 • 29min

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.
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Feb 20, 2024 • 27min

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.
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Feb 19, 2024 • 22min

Macro & FX: How the debate about the US economy has shifted

In today’s episode Charu Chanana, macro expert and Head of FX strategy. She discusses how the debate about the US economy has gone from expecting recession to now looking at a so-called “no-landing” scenario. She also touches on the US dollar, US equities as well as Chinese and Japanese 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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Feb 15, 2024 • 21min

What rate cuts mean for bond markets

In today’s episode, Althea Spinozzi, Head of fixed income strategy, is the expert. She presents a status of the US and EU bond markets so far in 2024. She then presents what the current development may mean for fixed income in the coming quarter before discussing what that may mean in terms of diversification and positioning. 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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Feb 12, 2024 • 20min

Is confidence in a soft landing restored?

In this episode, Head of equity strategy, Peter Garnry looks back at an action-packed earnings week and concludes the general vibe of it. Looking ahead to the coming week, there will be less earnings, but a host of important macro figures especially from the US, which are bound to come back in to investors' focus as they judge if we are heading for recession, when rate cuts are happening and whether we will have a soft landing. 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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