Saxo Market Call

saxostrats

Daily market insights across asset classes.

  • 22 minutes 25 seconds
    Why timing of German government collapse wasn't a coincidence

    In this week’s Saxo Market Call, Søren Otto is joined by Chief Macro Strategist, John J. Hardy and Head of Fixed Income, Althea Spinozzi to take the temperature of the markets one week removed from the US election. They dive deep into how bond markets, Bitcoin craze and the newly called German election.

    Read daily in-depth market updates from the Saxo Market Call and Saxo Strats Market Strategy Team here.

    Click here to open an account with Saxo.

    12 November 2024, 10:20 am
  • 16 minutes 46 seconds
    US election extravaganza

    No big surprises here - this is all about the US election and the market reactions associated with it.

    John J. Hardy, Chief Macro Strategist and Ole S. Hansen, Head of Commodity Strategy are the experts. Søren Otto is the host.

    Read daily in-depth market updates from the Saxo Market Call and Saxo Strats Market Strategy Team here.

    Click here to open an account with Saxo.

    6 November 2024, 2:02 pm
  • 29 minutes 52 seconds
    Electrification's surge: market impacts on commodities and equities

    In this week’s Saxo Market Call, Søren Otto is joined by Chief Investment Strategist, Peter Garnry, and Head of Commodity Strategy, Ole S. Hansen. Together, they dive into the latest market news from the earnings season and explore the transformative force of electrification. Tune in as they unpack what electrification means for today’s economy, its role in the shift to renewable energy, and its impact on both equity and commodity markets.

    Read daily in-depth market updates from the Saxo Market Call and Saxo Strats Market Strategy Team here.

    Click here to open an account with Saxo.

    29 October 2024, 11:41 am
  • 16 minutes 21 seconds
    The Trump trade enters the metal markets

    In this week's episode of the Saxo Market Call, Søren Otto is joined by Chief Macro Strategist, John J. Hardy and Head of Commodity Strategy, Ole S. Hansen. They discuss the status and expectations of the earnings season as well as the US election with just two weeks to go.

    Read daily in-depth market updates from the Saxo Market Call and Saxo Strats Market Strategy Team here.

    Click here to open an account with Saxo.

    22 October 2024, 9:24 am
  • 27 minutes 15 seconds
    Has the market positioned towards a Trump presidency?

    In this week's episode of the Saxo Market Call, Søren Otto is joined by Chief Macro Strategist, John J. Hardy. They discuss the US election's effect on markets, earnings seasons and why job data may be distorted rest of year. 

    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 October 2024, 1:55 pm
  • 28 minutes 15 seconds
    Navigating Market Shifts: Fed Rate Cuts, Commodities, and Rising Food Prices

    In this week's episode of the Saxo Market Call, host Søren Otto and Head of Commodity Strategy Ole S. Hansen dive deep into the impact of the Fed's recent rate cut on market performance. They explore how commodities like oil, gold, silver, and copper are reacting to these economic shifts. Additionally, they discuss the drivers behind rising food prices and the potential impact on consumers and global markets. Tune in for key insights on market trends, CPI data, and what to expect in the weeks ahead.

    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.

    8 October 2024, 1:02 pm
  • 41 minutes 1 second
    Special: Q4 Quarterly Outlook

    In today's special episode, we talk about the recently published Q4 Outlook. Each SaxoStrat explains his or her take and adds a bit of flavour to it. This means that this episode features Peter Garnry, Ole Hansen, Althea Spinozzi and Charu Chanana. Søren Otto is the host.

    Agenda:

    • Macro
    • Equities (06.45)
    • Bonds (14.45)
    • Forex (24.16)
    • Commodities (32.16)

    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.

    2 October 2024, 7:00 am
  • 32 minutes 59 seconds
    What will drive markets - rate cuts, data or the election?

    In this episode of the Saxo Market Call, host Søren Otto is joined by Chief Macro Strategist John J. Hardy and Chief Investment Strategist Peter Garnry to break down the latest FOMC rate cut. We dive into market performance, dissect the immediate market reactions, and explore how this rate cut could shape the future of the rate cycle, especially with the U.S. election on the horizon. Tune in for expert insights on earnings reports, bond markets, and key financial figures to watch in the coming weeks.

    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 September 2024, 9:44 am
  • 41 minutes 28 seconds
    Tech and AI: struggles, opportunities, and expert insights with Philip Jagd

    In this episode, we dive into the upcoming FOMC meeting and what it could mean for financial markets. We also get exclusive insights from Philip Jagd, Head of Equities at Sampension, who shares key takeaways from his recent excursion to meet with US tech companies, including the magnificent seven members Nvidia and Meta. We’ll unpack the challenges tech and AI companies face in living up to their high valuations, and explore future opportunities amidst the turbulence. Hosted by Søren Otto, with our Chief Investment Strategist, Peter Garnry, joining for his market analysis.

    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 September 2024, 12:09 pm
  • 23 minutes 2 seconds
    Harris wins debate, but FOMC trumps politics for now

    The much anticipated debate between Kamala Harris and Donald Trump, one of the biggest single events leading up to the US presidential election, took place last night. In this episode, we talk takeaways and discuss how relevant and impactful it is for financial markets relative to upcoming key figures and rate cut decisions. Today's expert is John J. Hardy. 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.

    11 September 2024, 8:57 am
  • 35 minutes 17 seconds
    Market limbo: The real driver behind performance

    The earnings season is - in large part - over and we're waiting on the Fed to most likely announce rate cuts, while the US election is looming in the distance. At the same time oil seems to be more and more in focus. So today, the Saxo Market Call is all about figuring out what is the real driver of markets currently. In that, we will discuss current market performance and news. We will also deep dive into where oil is heading. Today's experts are Peter Garnry, Chief Investment Strategist and Ole Hansen, Head of Commodity Strategies. 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.

    3 September 2024, 9:48 am
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