Afleveringen
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In today's special episode, we talk about the recently published Q4 Outlook. Each SaxoStrat explains his or her take and adds a bit of flavour to it. This means that this episode features Peter Garnry, Ole Hansen, Althea Spinozzi and Charu Chanana. Søren Otto is the host.
Agenda:
MacroEquities (06.45)Bonds (14.45)Forex (24.16)Commodities (32.16)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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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.
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Zijn er afleveringen die ontbreken?
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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.
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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.
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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.
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While the US election is increasingly stealing headlines, this week is all about the Nvidia earnings report Wednesday. Markets are holding their breath to see if the AI mastodon can keep delivering against astronomical expectations. In this episode, we take the pulse of the AI industry, while we also discuss what's the next big thing in the US presidential election after the Democratic national convention has concluded. Peter Garnry and John Hardy are the experts in the studio with Søren Otto.
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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In this week's episode of the SaxoMarketCall, we're diving deep into the world of commodities. Earlier this summer, the buzz was all about the potential for a commodity supercycle. But, with recent upheavals in the financial markets, that outlook is now up in the air. That's why we've brought in the experts—Peter Garnry and Ole Hansen—to break down what happened, where we're headed next, and how it affects equities as well.
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.
We hope you like our new weekly setup and we are very happy to take any feedback.
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We're back! And what a crazy summer it's been. One of the most dramatic market crashes in years, a change of the Democratic candidate and an assassination attempt on the Republican candidate are just some of the things that have been happening.
In a new setup, the SaxoMarketCall now features several familiar experts, while Søren Otto is still steering the ship. In this episode, Peter Garnry and staple of the market call, John Hardy try to give investors an overview of what has happened during summer and how it may affect investment portfolios.
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.
We hope you like our new weekly setup and we are very happy to take any feedback.
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In this special summer episode, Peter Garnry is in the studio to discuss geopolitics in the second half of 2024 and what will be the mean focus areas. In the first half, the Ukranian and Palestinian conflicts have been in focus, while political elections and central bank policy have also played a role. With the US election looming in the distance, will we see more of the same after summer?
The episode was recorded on July 8 and is meant to be an interesting insight into the what could be some of the risks and opportunities arising from geopolitical events.
We wish all of you a very happy summer and will be back to more regular programming in mid-August.
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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In this special summer episode, Peter Garnry is in the studio to discuss whether AI and technology will continue to be one of the most dominant sectors in the second half of 2024 as it's been in the first half.
The episode was recorded on July 5 and is meant to be an interesting insight into the state of AI and technology for investors to learn about the risks and opportunities.
We wish all of you a very happy summer and will be back to more regular programming in mid-August.
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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In this special summer episode, Ole Hansen is in the studio to discuss what a commodity supercycle is, whether we've been in one in the first half of 2024 and whether we will be in one in the second half.
The episode was recorded on June 26 and is meant to be an interesting insight into the term commodity supercycle for investors to learn what it means and what they need to be aware of.
We wish all of you a very happy summer and will be back to more regular programming in mid-August.
Here you find a link to where you can learn more about what moves sub-categories of commodities (as discussed in the show).
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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In today's episode, Peter Garnry is back in the studio with Søren Otto talking equities. This episode is mainly focused on the earnings season, which will kick off soon. Peter shares his expectations and what to pay attention to. We will also look at year-to-date performance, talk about the French election's impact on equity markets and Carlsberg's acquisition of Britvic.
Agenda:
02.07: YTD performance05.33: French election's equity impact09.34: Carlsberg's acquisition of Britvic15.22: Earnings season preview
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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In today's episode, Charu Chanana is back in the studio talking macro and forex with Søren Otto. They will discuss the surprising outcome of the French election and what it means to the EUR. Charu will also touch up Friday's US nonfarm payroll, the UK election and a quick preview of the upcoming Royal Bank of New Zealand meeting.
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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In today's special episode, we talk about the recently published Q3 Outlook. Each SaxoStrat explains his or her take and adds a bit of flavour to it. This means that this episode features Peter Garnry, Ole Hansen, Althea Spinozzi and Charu Chanana. Søren Otto is the host.
Agenda:
MacroEquities (04.34)Bonds (11.11)Forex (17.30)Commodities (24.08)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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In today's episode, Peter Garnry is back in the studio with Søren Otto talking equities. In an otherwise quiet week, focused on politics, Tesla stages a surprising increase in price while Nike makes back some of what it lost based on a disappointing earnings release last 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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In today's episode, Charu Chanana is back in the studio talking macro and forex with Søren Otto. And not just macro, but also politics as this is the prime focus area for markets. Not only did we have the first debate between the two US presidential candidates last week, we also had the first part of the French election and in the coming week, the UK will hand in their votes. Listen to Charu's takes on it all in this episode.
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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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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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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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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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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