100 episodes

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

Saxo Market Call saxostrats

    • Business

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

    Is electrification the next big thing?

    Is electrification the next big thing?

    In today's episode, Peter Garnry is back in the studio with Søren Otto. In this episode they discuss Nvidia's earnings and look ahead to the final acts of the earnings season. They also talk about electrification as may be getting increased attention from investors in the future.
    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.

    • 22 min
    Macro: When speech trump numbers

    Macro: When speech trump numbers

    In today's episode, Charu Chanana is back in the studio talking macro and forex with Søren Otto. They discuss what's more important this week - the upcoming PCE figure or the Fed speakers. They also talk about the Eurozone and the expected rate cut next week, trade wars and why carry trading may be an interesting forex strategy during the Northern hemisphere's summer months.
    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.

    • 21 min
    2024 is heavy metals

    2024 is heavy metals

    In today's thematic episode, Ole Hansen joins Søren Otto in the studio. A lot is going on in commodities and especially in the year of metals. While we zero in on those commodities, Ole goes through the most important movements generally within the asset class.
    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
    While we wait on Nvidia

    While we wait on Nvidia

    In today's episode, Peter Garnry is back in the studio with Søren Otto. In this episode they mainly focus on Nvidia's upcoming earnings. They also discuss Li Auto, Palo Alto, Microsoft, AstraZeneca and JP 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.

    • 22 min
    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

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