Saxo Market Call
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In today's episode, Saxo's Head of Fixed Income Strategy, Althea Spinozzi, discusses how last week's many central bank meetings have impacted the fixed income markets with a special focus on the US, UK, Switzerland and Japan. Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here https://www.home.saxo/insights. Click here to open an account with Saxo http://goto.saxo/MarketCallSignup.
In today's episode, Macro and FX is in focus with Charu Chanana as our expert with Søren Otto as the host. The two touch upon last week's central banks meetings and look ahead to Friday's PCE figure. Finally they discuss overall FX views and also the development in Chinese currency. Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here https://www.home.saxo/insights. Click here to open an account with Saxo http://goto.saxo/MarketCallSignup.
In today's thematic episode, Charu Chanana is in the studio with Søren Otto. They dive into the recent rate hike from the Bank of Japan. They put it into a historical context and discuss why it's significant. They also talk about, how it'll impact markets and what the path is from here. Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here https://www.home.saxo/insights. Click here to open an account with Saxo http://goto.saxo/MarketCallSignup.
In today's equity episode, Peter Garnry is back in the studio with Søren Otto. They discuss the Japanese Nikkei index in the light of the Bank of Japan rate hike. They also talk about Nvidia and it's new Blackwell platform. Finally, they dive into the earnings of PDD, parent company of online marketplace Temu. Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here https://www.home.saxo/insights. Click here to open an account with Saxo http://goto.saxo/MarketCallSignup.
In today's episode, Macro and FX is in focus with Charu Chanana as our expert with Søren Otto as host. The focus in this week is central bank meetings with the Federal Reserve's FOMC meeting on Wednesday being the most important. BOJ will demand attention too, while it's also worth keeping an eye on the UK, Swiss and Australian central banks. Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here https://www.home.saxo/insights. Click here to open an account with Saxo http://goto.saxo/MarketCallSignup.
In today's thematic episode, Ole Hansen joins Søren Otto in the studio. They take the temperature on the commodity markets with a specific focus on metals. They also talk about cocoa's wild surge, and what to be aware of with grains and natural gas. Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here https://www.home.saxo/insights. Click here to open an account with Saxo http://goto.saxo/MarketCallSignup.
In today's equity-focused episode, Peter Garnry is back in the studio with Søren Otto. They discuss the last week's equity performance around the globe before diving into the Nvidia, which is a company that has had a tough week, which can point to greater issues in equity markets. They also talk about the yesterday's CPI inflation number and Oracle earnings. Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here https://www.home.saxo/insights. Click here to open an account with Saxo http://goto.saxo/MarketCallSignup.
In today's episode, Macro and FX is in focus. That means Charu Chanana is our in-house expert. She discusses Jerome Powell's speech and the non-farm payrolls from last week. She also looks ahead to a week where the inflation figure CPI is the most important macro number. Finally, she talks about the Japanese yen and British pound. Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here https://www.home.saxo/insights. Click here to open an account with Saxo http://goto.saxo/MarketCallSignup.
Saxo's Head of Fixed Income Strategies, Althea Spinozzi, discusses this week's ECB meeting, Gilts in the light of the UK budget release and evaluates the coming week's Fed meeting and how it may impact Treasuries. With guest host Melody Morgan. Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here https://www.home.saxo/insights. Click here to open an account with Saxo http://goto.saxo/MarketCallSignup.
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 https://www.home.saxo/insights. Click here to open an account with Saxo http://goto.saxo/MarketCallSignup.
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 https://www.home.saxo/insights. Click here to open an account with Saxo http://goto.saxo/MarketCallSignup.
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 https://www.home.saxo/insights. Click here to open an account with Saxo http://goto.saxo/MarketCallSignup.
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 https://www.home.saxo/insights. Click here to open an account with Saxo http://goto.saxo/MarketCallSignup.
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 https://www.home.saxo/insights. Click here to open an account with Saxo http://goto.saxo/MarketCallSignup.
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 https://www.home.saxo/insights. Click here to open an account with Saxo http://goto.saxo/MarketCallSignup. This podcast episode was recorded on February 14, 2024.
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 https://www.home.saxo/insights. Click here to open an account with Saxo http://goto.saxo/MarketCallSignup.
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 https://www.home.saxo/insights. Click here to open an account with Saxo http://goto.saxo/MarketCallSignup.
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 https://www.home.saxo/insights. Click here to open an account with Saxo http://goto.saxo/MarketCallSignup.
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 https://www.home.saxo/insights. Click here to open an account with Saxo http://goto.saxo/MarketCallSignup.
This week's thematic podcast episode is all about metals. Ole S. Hansen, Head of commodity strategy, is the expert. He talks about the idea that 2024 could be the year of metals - especially gold, silver and copper are in focus. He discusses their performance so far, why it may be their year and how curious people can be invested in the sub-asset class. Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here https://www.home.saxo/insights. Click here to open an account with Saxo http://goto.saxo/MarketCallSignup.
With Charu Chanana in the studio, we leave the earnings season aside for a while and focus on the macro side of things. We take a look at the US economy in the light of the very strong non-farm payroll report that came out Friday. We also discuss the Red Sea crisis and its implications for oil, freight rates and markets at large. Finally, we assess the financial situation in China and Australia. Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here https://www.home.saxo/insights. Click here to open an account with Saxo http://goto.saxo/MarketCallSignup.
This week has been teeming with earnings and many of the US mastodons as well as Europe's largest company has reported. Therefore, Peter Garnry is once again in the studio to give us an overview of what has happened and what it means for investors and traders across the globe. It's earnings, earnings, earnings. This episode comes out a little bit later than usual, so we're able to catch the freshest earnings from the US region. We hope you still like it and look forward to listen in. Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here https://www.home.saxo/insights. Click here to open an account with Saxo http://goto.saxo/MarketCallSignup.
This week is the biggest during this earnings season, as many of the US tech mastodons will report. Therefore, Peter Garnry is in the studio. Before touching on this exciting week, he and Søren Otto also discuss last week's earnings as well as the key figures that come out of the US. The two also talk about the Chinese real estate company Evergrande and the important central bank meetings that also takes places in the coming week. Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here https://www.home.saxo/insights. Click here to open an account with Saxo http://goto.saxo/MarketCallSignup. Normalise
In this week's thematic episode, we're talking earnings season with Peter Garnry, Head of equity strategy. We talk about earnings seasons in general and what Garnry pays attention to when reading an earnings report. He also gives his view on some of the biggest reports this week and looks ahead to the coming week, where earnings will roll in. Finally, we talk about how investors can get going by integrating earnings seasons into their investment strategy. Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here https://www.home.saxo/insights. Click here to open an account with Saxo http://goto.saxo/MarketCallSignup.
In today's episode of the Saxo Market Call, Charu Chanana, Market Strategist and Head of FX strategy is the expert. Together with Søren Otto, she provides an overview of the financial status in important financial regions. First, she talks about the US and how a variety of factors may impact the timing and pacing of rate cutes by the FED (1.02). She also gives a brief overview of the European situation and how the ECB meeting this week may affect that (6.45), before a short status on the earnings season (9.49). Moving East, Chanana gives a brief take on China's challenges (11.30), before zeroing in on Japan and the BOJ's approach to interest rates (14.30). Finally, she considers how that may affect forex and Japanese equities (22.02). Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here https://www.home.saxo/insights. Click here to open an account with Saxo http://goto.saxo/MarketCallSignup.
In the first episode of our thematic podcast, we zero in yield curve normalisation. The expert in the studio is Head of fixed income strategy, Althea Spinozzi. She talks about how the yield curve is bound to normalise and how that may look depending on whether we see a soft or hard landing - or what she refers to as a 70's landing. She also takes the temperature on both sovereign and corporate bonds to consider the risk and return pictures for the fixed income asset class. Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here https://www.home.saxo/insights. Click here to open an account with Saxo http://goto.saxo/MarketCallSignup.
In today's episode of the Saxo Market Call, Søren Otto and Ole S. Hansen discuss the conflicting CPI and PPI numbers that came out last week and their potential impact on the markets' expectations to rate cuts through the year (01.57). They then talk about the new SEC-approved Bitcoin ETFs (04.48) followed by a brief update on the Taiwan election (9.36). Friday, the banks kicked of the earnings season, which is only going to pick up pace over the next weeks (10.51). As Ole is our commodities expert, we take the temperature on different commodities, starting with gas (12.50), followed by our (15.55), grain (17.36). We end with a discussion about price conviction and what commodities look to have a tough year and which may increase in value in 2024. Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here https://www.home.saxo/insights. Click here to open an account with Saxo http://goto.saxo/MarketCallSignup.
This is the first fixed-income episode of the year and we are talking about the negative start to the year with rising bond yields and one US rate cut almost being priced out already. We also talk about whether the US 10-year yield here at 4% is attractive and what the risks are and especially in the context of tomorrow's US inflation report. We also talk about our recently published quarterly outlook where we highlighted three scenarios in the economy and how these scenarios will impact the yield curve, with Peter Garnry and Althea Spinozzi. Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here https://www.home.saxo/insights. Click here to open an account with Saxo http://goto.saxo/MarketCallSignup
In today's episode we talk about Friday's US Nonfarm Payrolls and how to read the report while looking ahead to this week's US macro figures across NFIB small business optimism index, initial jobless claims and the important inflation report on Thursday. We also talk about the USD rebound this year and whether momentum can continue and touches on levels in USDJPY and EURUSD. Finally, we touch on the weak sentiment in China and the big batch of Chinese macro data coming out before ending the week with a lot of tensions around the Taiwan election, with Charu Chanana and Peter Garnry. Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here https://www.home.saxo/insights. Click here to open an account with Saxo http://goto.saxo/MarketCallSignup
In today's episode we discuss the developments in the Middle East and how it is impacting crude oil, gold given the expected lower policy rate this year and inflation expectations generally trending down, and finally a perspective on the grains sector that had a terrible 2023, with Ole S Hansen and Peter Garnry. Read daily in-depth market updates from the Saxo Market Call and the SaxoStrats here https://www.home.saxo/insights. Click here to open an account with Saxo http://goto.saxo/MarketCallSignup
