In today's episode we discuss the developments in the Middle East and how it is impacting crude oil, gold given the expected lower policy rate this year and inflation expectations generally trending down, and finally a perspective on the grains sector that had a terrible 2023, with Ole S Hansen and Peter Garnry.
Read daily in-depth market updates from the Saxo Market Call and the SaxoStrats here.
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Commodities: Crude oil and gold in focus as a new year begins

The Saxo strategy team delivers insights and opinions about financial markets three times a week.

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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.

2024 is heavy metals

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.

While we wait on Nvidia

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.

Who will cut first - Fed or ECB?

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.

How stocks react to critical inflation figure

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.
Click here to open an account with Saxo.

Commodities: Crude oil and gold in focus as a new year begins

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