Saxo Market Call

Nov 12 2024 100 ep. 22 mins 465
Saxo Market Call Podcast artwork

From macroeconomy and politics to stocks and bonds, commodities and forex, the Saxo Market Call is a weekly show for all investors who want to be updated on what moves financial markets in an inspiring and engaging way.

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Why timing of German government collapse wasn't a coincidence

Nov 12 2024 22 mins  
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

US election extravaganza

Nov 06 2024 16 mins  
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.

Electrification's surge: market impacts on commodities and equities

Oct 29 2024 29 mins  
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 renewa

The Trump trade enters the metal markets

Oct 22 2024 16 mins  
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. Clic

Has the market positioned towards a Trump presidency?

Oct 15 2024 27 mins  
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.

Navigating Market Shifts: Fed Rate Cuts, Commodities, and Rising Food Prices

Oct 08 2024 28 mins  
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

Special: Q4 Quarterly Outlook

Oct 02 2024 41 mins  
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 upda

What will drive markets - rate cuts, data or the election?

Sep 24 2024 32 mins  
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 horiz

Tech and AI: struggles, opportunities, and expert insights with Philip Jagd

Sep 17 2024 41 mins  
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 l

Harris wins debate, but FOMC trumps politics for now

Sep 11 2024 23 mins  
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.