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.
Click here to open an account with Saxo.

Uncertainty is the name of the game

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

Monday’s episode will focus on the events that have unfolded in the past week and what you should pay attention to in the coming week.
Tuesday’s episode will focus on equities both in terms of performance and other relevant developments.
Thursday’s episode will focus more narrowly on a specific topic, which can be everything from earning seasons, to yield curves and oil prices.

The podcast will feature a wide array of Saxo’s financial experts.

Business

Investing

Careers

Management & Marketing

Business News

Shopping

News

In today's episode, Peter Garnry is back in the studio with Søren Otto. In this episode they talk about how the regions and sectors are doing and ponder over, what a rate cut by the ECB may mean for equity markets. They also touch on Lululemon's earnings release on Wednesday.
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.

What an ECB rate cut may mean for equity markets

In today's episode, Charu Chanana is back in the studio talking macro and forex with Søren Otto. ECB will cut rates on Thursday, and is the big story this week. But it may not be the only rate cut this week, as the Bank of Canada may do the same. We will also get a fair bit of US data and the Swiss Franc is in focus. This - and more - is what Charu and Søren will talk about.
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.

It is rate cut week

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.
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.

Is electrification the next big thing?

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.
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.

Macro: When speech trump numbers

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.

Uncertainty is the name of the game

Download our free app to listen on your phone