Saxo Market Call

With Charu Chanana in the studio, we leave the earnings season aside for a while and focus on the macro side of things. 

We take a look at the US economy in the light of the very strong non-farm payroll report that came out Friday. We also discuss the Red Sea crisis and its implications for oil, freight rates and markets at large. Finally, we assess the financial situation in China and Australia.

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This week has been teeming with earnings and many of the US mastodons as well as Europe's largest company has reported. Therefore, Peter Garnry is once again in the studio to give us an overview of what has happened and what it means for investors and traders across the globe. It's earnings, earnings, earnings.

This episode comes out a little bit later than usual, so we're able to catch the freshest earnings from the US region. We hope you still like it and look forward to listen in.

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

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This week is the biggest during this earnings season, as many of the US tech mastodons will report. Therefore, Peter Garnry is in the studio. Before touching on this exciting week, he and Søren Otto also discuss last week's earnings as well as the key figures that come out of the US.

The two also talk about the Chinese real estate company Evergrande and the important central bank meetings that also takes places in the coming week. 

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

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Normalise

In this week's thematic episode, we're talking earnings season with Peter Garnry, Head of equity strategy. We talk about earnings seasons in general and what Garnry pays attention to when reading an earnings report. He also gives his view on some of the biggest reports this week and looks ahead to the coming week, where earnings will roll in. Finally, we talk about how investors can get going by integrating earnings seasons into their investment strategy.

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 of the Saxo Market Call, Charu Chanana, Market Strategist and Head of FX strategy is the expert. Together with Søren Otto, she provides an overview of the financial status in important financial regions.

First, she talks about the US and how a variety of factors may impact the timing and pacing of rate cutes by the FED (1.02).

She also gives a brief overview of the European situation and how the ECB meeting this week may affect that (6.45), before a short status on the earnings season (9.49).

Moving East, Chanana gives a brief take on China's challenges (11.30), before zeroing in on Japan and the BOJ's approach to interest rates (14.30). Finally, she considers how that may affect forex and Japanese equities (22.02).

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

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In the first episode of our thematic podcast, we zero in yield curve normalisation. The expert in the studio is Head of fixed income strategy, Althea Spinozzi. She talks about how the yield curve is bound to normalise and how that may look depending on whether we see a soft or hard landing - or what she refers to as a 70's landing. She also takes the temperature on both sovereign and corporate bonds to consider the risk and return pictures for the fixed income asset class.

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 of the Saxo Market Call, Søren Otto and Ole S. Hansen discuss the conflicting CPI and PPI numbers that came out last week and their potential impact on the markets' expectations to rate cuts through the year (01.57).

They then talk about the new SEC-approved Bitcoin ETFs (04.48) followed by a brief update on the Taiwan election (9.36).

Friday, the banks kicked of the earnings season, which is only going to pick up pace over the next weeks (10.51).

As Ole is our commodities expert, we take the temperature on different commodities, starting with gas (12.50), followed by our (15.55), grain (17.36).

We end with a discussion about price conviction and what commodities look to have a tough year and which may increase in value in 2024.

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

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This is the first fixed-income episode of the year and we are talking about the negative start to the year with rising bond yields and one US rate cut almost being priced out already. We also talk about whether the US 10-year yield here at 4% is attractive and what the risks are and especially in the context of tomorrow's US inflation report. We also talk about our recently published quarterly outlook where we highlighted three scenarios in the economy and how these scenarios will impact the yield curve, with Peter Garnry and Althea Spinozzi.

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 we talk about Friday's US Nonfarm Payrolls and how to read the report while looking ahead to this week's US macro figures across NFIB small business optimism index, initial jobless claims and the important inflation report on Thursday. We also talk about the USD rebound this year and whether momentum can continue and touches on levels in USDJPY and EURUSD. Finally, we touch on the weak sentiment in China and the big batch of Chinese macro data coming out before ending the week with a lot of tensions around the Taiwan election, with Charu Chanana and Peter Garnry.

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 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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