Saxo Market Call

In this week’s Saxo Market Call, Søren Otto is joined by Chief Investment Strategist, Peter Garnry, and Head of Commodity Strategy, Ole S. Hansen. Together, they dive into the latest market news from the earnings season and explore the transformative force of electrification. Tune in as they unpack what electrification means for today’s economy, its role in the shift to renewable energy, and its impact on both equity and commodity markets. Read daily in-depth market updates from the Saxo Market Call and Saxo Strats Market Strategy Team here. Click here to open an account with Saxo.

In this week's episode of the Saxo Market Call, Søren Otto is joined by Chief Macro Strategist, John J. Hardy and Head of Commodity Strategy, Ole S. Hansen. They discuss the status and expectations of the earnings season as well as the US election with just two weeks to go. Read daily in-depth market updates from the Saxo Market Call and Saxo Strats Market Strategy Team here. Click here to open an account with Saxo.

In this week's episode of the Saxo Market Call, Søren Otto is joined by Chief Macro Strategist, John J. Hardy. They discuss the US election's effect on markets, earnings seasons and why job data may be distorted rest of year.  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.

In this week's episode of the Saxo Market Call, host Søren Otto and Head of Commodity Strategy Ole S. Hansen dive deep into the impact of the Fed's recent rate cut on market performance. They explore how commodities like oil, gold, silver, and copper are reacting to these economic shifts. Additionally, they discuss the drivers behind rising food prices and the potential impact on consumers and global markets. Tune in for key insights on market trends, CPI data, and what to expect in the weeks ahead. 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.

Peter Garnry, a SaxoStrat expert on macroeconomics, discusses the impact of interest rate cuts and the upcoming US elections. Althea Spinozzi, head of Fixed Income Strategy, emphasizes the value of short-duration bonds in a slowing economy. Charu Chanana, head of FX Strategy, highlights the US dollar's volatility and the potential of the Japanese yen and Chinese yuan. Ole Hansen, head of Commodity Strategies, analyzes the outlook for precious and industrial metals amid geopolitical tensions and discusses the implications of US election outcomes on commodity prices.

In this episode of the Saxo Market Call, host Søren Otto is joined by Chief Macro Strategist John J. Hardy and Chief Investment Strategist Peter Garnry to break down the latest FOMC rate cut. We dive into market performance, dissect the immediate market reactions, and explore how this rate cut could shape the future of the rate cycle, especially with the U.S. election on the horizon. Tune in for expert insights on earnings reports, bond markets, and key financial figures to watch in the coming weeks. 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.

In this episode, we dive into the upcoming FOMC meeting and what it could mean for financial markets. We also get exclusive insights from Philip Jagd, Head of Equities at Sampension, who shares key takeaways from his recent excursion to meet with US tech companies, including the magnificent seven members Nvidia and Meta. We’ll unpack the challenges tech and AI companies face in living up to their high valuations, and explore future opportunities amidst the turbulence. Hosted by Søren Otto, with our Chief Investment Strategist, Peter Garnry, joining for his market analysis. 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.

The much anticipated debate between Kamala Harris and Donald Trump, one of the biggest single events leading up to the US presidential election, took place last night. In this episode, we talk takeaways and discuss how relevant and impactful it is for financial markets relative to upcoming key figures and rate cut decisions. Today's expert is John J. Hardy. 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.

The earnings season is - in large part - over and we're waiting on the Fed to most likely announce rate cuts, while the US election is looming in the distance. At the same time oil seems to be more and more in focus. So today, the Saxo Market Call is all about figuring out what is the real driver of markets currently. In that, we will discuss current market performance and news. We will also deep dive into where oil is heading. Today's experts are Peter Garnry, Chief Investment Strategist and Ole Hansen, Head of Commodity Strategies. 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.

Peter Garnry, an AI industry expert, and John Hardy, a market trend analyst, delve into Nvidia's transformative journey and its impact on the AI sector. They discuss the anticipation surrounding Nvidia's earnings and upcoming chip releases amidst economic uncertainties. The conversation seamlessly transitions to the political landscape post-Democratic National Convention, examining how voter turnout and key candidates may shape the upcoming U.S. elections and market dynamics. Insights into interest rates and their relationship with AI developments round out this engaging discussion.