Daily market insights across asset classes.
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.
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.
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.
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.
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This podcast episode was recorded on April 18, 2024.
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.
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.
In today's equity episode, Peter Garnry is back in the studio with Søren Otto. As major companies will report their Q1 earnings this week, this will be the focus of this episode.
Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here.
In today's episode, Charu Chanana is talking about macro. Søren Otto is the host. They discuss last week's events such as the BoJ meeting, and US PCE. They also look ahead to ta busy week where especially the FOMC meeting and the Japanese yen are in focus.
Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here.
In today's episode, Søren Otto is joined by Charu Chanana to talk about the rumoured currency interventions in China and Japan.
They discuss the what, why and how of interventions and dive into the two markets, looking at the specifics for either country. They also ponder over the implications for traders engaged in forex markets.
Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here.
In today's equity episode, Peter Garnry is back in the studio with Søren Otto. They talk earnings, as many of the US tech stocks will report this week.
Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here.
In today's episode, macro is in focus as Peter Garnry is standing in for Charu Chanana. Søren Otto is the host. Peter and Søren discuss last week's EU and UK inflation, Fed speakers, Japanese inflation and geopolitics. They also look towards a busy week with earnings, macro figures and a potential FX intervention in Asia.
Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here.
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