100 épisodes

Saxo Bank's strategy team delivers market insights across all asset classes.

Saxo Market Call saxostrats

    • Affaires
    • 5,0 • 4 notes

Saxo Bank's strategy team delivers market insights across all asset classes.

    Who will cut first - Fed or ECB?

    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.

    • 20 min
    How stocks react to critical inflation figure

    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.

    • 18 min
    Is US data finally slowing down?

    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.

    • 23 min
    Special episode: How either US presidency may affect the financial markets

    Special episode: How either US presidency may affect the financial markets

    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, dive into what business sectors may be affected by whether Donald Trump or Joe Biden will be the next US president.
    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 April 18, 2024.

    • 8 min
    It's all about the two lane economy

    It's all about the two lane economy

    In today's episode, Peter Garnry is back in the studio with Søren Otto. In this episode they discuss how the global economy is running driving along to different lanes - some of it is driving fast, some of it slow.
    They also discuss past and upcoming earnings, especially focusing on Berkshire Hathaway's report.
    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.

    • 17 min
    Theme: why you should pay attention to the US Quarterly Refunding Announcement

    Theme: why you should pay attention to the US Quarterly Refunding Announcement

    In today's episode, Søren Otto is joined by Althea Spinozzi, head of fixed income strategy. The two dive into the US so-called quarterly refunding announcement, which is a lesser known financial event, but nonetheless one, which may impact your investment portfolio.
    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.

    • 23 min

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