100 episodes

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

Saxo Market Call saxostrats

    • Business
    • 5.0 • 1 Rating

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

    Has Apple and OpenAI made a groundbreaking deal?

    Has Apple and OpenAI made a groundbreaking deal?

    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.

    • 20 min
    Will EU right-wing move impact equities?

    Will EU right-wing move impact equities?

    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.

    • 21 min
    Nonfarm payroll shatters expectations - how will the Fed react?

    Nonfarm payroll shatters expectations - how will the Fed react?

    In today's episode, Charu Chanana is back in the studio talking macro and forex with Søren Otto. Last week the closely-watch nonfarm payrolls come out incredibly strong, making it interesting to follow this week's FOMC meeting and CPI print. The two discusses this, as well as European Parliament election, upcoming Bank of Japan meeting and the Indian and Mexican elections.
    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.

    • 24 min
    What an ECB rate cut may mean for equity markets

    What an ECB rate cut may mean for equity markets

    In today's episode, Peter Garnry is back in the studio with Søren Otto. In this episode they talk about how the regions and sectors are doing and ponder over, what a rate cut by the ECB may mean for equity markets. They also touch on Lululemon's earnings release on Wednesday.
    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.

    • 15 min
    It is rate cut week

    It is rate cut week

    In today's episode, Charu Chanana is back in the studio talking macro and forex with Søren Otto. ECB will cut rates on Thursday, and is the big story this week. But it may not be the only rate cut this week, as the Bank of Canada may do the same. We will also get a fair bit of US data and the Swiss Franc is in focus. This - and more - is what Charu and Søren will talk about.
    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
    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

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