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.

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In today's episode, Charu Chanana is back in the studio talking macro and forex with Søren Otto. They discuss what's more important this week - the upcoming PCE figure or the Fed speakers. They also talk about the Eurozone and the expected rate cut next week, trade wars and why carry trading may be an interesting forex strategy during the Northern hemisphere's summer months.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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