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NFP introduces the Insights from the Experts podcast series. Each episode will showcase timely perspective from members of the NFP community, delivering information, analysis and solutions that address our clients’ most significant challenges. You can find archived episodes of Innovation Conversations at https://soundcloud.com/user-939810789.
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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 ...
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Innovation Conversations with NFP has now become NFP's Insights from the Experts. You can find the latest conversations on our new channel https://soundcloud.com/nfpinsightsfromtheexperts
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Theme: Deciphering Asian forex interventions
32:45
32:45
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32:45
In today's episode, Søren Otto is joined by Charu Chanana to talk about the rumoured currency interventions in China and Japan. They discuss the what, why and how of interventions and dive into the two markets, looking at the specifics for either country. They also ponder over the implications for traders engaged in forex markets. Read daily in-dep…
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Equities: Will this be the end of the magnificent seven?
23:36
23:36
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23:36
In today's equity episode, Peter Garnry is back in the studio with Søren Otto. They talk earnings, as many of the US tech stocks will report this week. 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.By saxostrats
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Macro: earnings battle geopolitics and macro figures for centre-stage
23:22
23:22
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23:22
In today's episode, macro is in focus as Peter Garnry is standing in for Charu Chanana. Søren Otto is the host. Peter and Søren discuss last week's EU and UK inflation, Fed speakers, Japanese inflation and geopolitics. They also look towards a busy week with earnings, macro figures and a potential FX intervention in Asia. Read daily in-depth market…
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Theme: How geopolitical uncertainty affects bond and commodities
20:43
20:43
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20:43
In today's thematic episode, Søren Otto is joined by no less than two experts, as Althea Spinozzi and Ole S. Hansen both join in the studio. The three discuss how the growing geopolitical uncertainty affect fixed income and commodities. Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here. Click here…
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Equities: Are earnings overshadowed by geopolitics?
23:50
23:50
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23:50
In today's equity episode, Peter Garnry is back in the studio with Søren Otto. They talk about the latest geopolitical developments and discuss whether that or the earnings season will drive equity markets in the near future. Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here. Click here to open an…
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Special episode: Market reactions to Iran-Israel escalation
6:18
6:18
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6:18
This is a special episode that we've decided to put out to provide you with our immediate takes on the market reactions following the Iran attack on Israel over the weekend. The episode features Ole S. Hansen, with Søren Otto as the host. Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here. Click he…
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In today's episode, macro is in focus as Peter Garnry is standing in for Charu Chanana. Søren Otto is the host. Peter and Søren discuss last week's US CPI and ECB meeting and zero in on the Chinese import and export numbers. They also talk about the upcoming EU and UK inflation figures. Read daily in-depth market updates from the Saxo Market Call a…
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In today's thematic episode, we talk about the Quarter Outlook, which was released last week. 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. Read daily in-depth market updates from the Saxo Market Call…
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Equities: What you need to know as the earnings season kicks off
18:57
18:57
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18:57
In today's equity episode, Peter Garnry is back in the studio with Søren Otto. They talk about the earnings season, which is beginning this week. Per usual, it is the financial companies in the US that kick things off. Garnry gives his take on, what the expectations are and what to pay attention to. Read daily in-depth market updates from the Saxo …
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In today's episode, Macro and FX is in focus with Charu Chanana as our expert with Søren Otto as the host. They discuss the nonfarm payroll from Friday, the upcoming CPI number in the US. They also talk about the ECB meeting and the momentum in Japanese market. Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strat…
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Equities and macro: Tesla, Quarterly Outlook and inflation
20:06
20:06
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20:06
In today's equity episode, Peter Garnry is back in the studio with Søren Otto. They discuss Tesla's recent earnings and look at the regional equity performance. They also discuss our recently published Quarterly Outlook. Finally, they talk about the biggest macro events in the near past. Read daily in-depth market updates from the Saxo Market Call …
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EP 149: Updates on Prescription Drug Importation in the US
17:36
17:36
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17:36
In this episode, Suzanne Spradley and Chase Cannon discuss the US importation policies and rules aimed at lowering domestic prescription drug costs. Suzanne walks through the legalities of drug importation generally and then outlines the specific programs by which states can develop importation plans. Chase and Suzanne discuss several state importa…
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Theme: Central bank meeting impact on fixed income
28:08
28:08
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28:08
In today's episode, Saxo's Head of Fixed Income Strategy, Althea Spinozzi, discusses how last week's many central bank meetings have impacted the fixed income markets with a special focus on the US, UK, Switzerland and Japan. Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here. Click here to open an…
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Macro & FX: Swiss central bank surprises; PCE and China
25:18
25:18
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25:18
In today's episode, Macro and FX is in focus with Charu Chanana as our expert with Søren Otto as the host. The two touch upon last week's central banks meetings and look ahead to Friday's PCE figure. Finally they discuss overall FX views and also the development in Chinese currency. Read daily in-depth market updates from the Saxo Market Call and S…
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Theme: Japan's route to abolish negative interest rates
34:21
34:21
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34:21
In today's thematic episode, Charu Chanana is in the studio with Søren Otto. They dive into the recent rate hike from the Bank of Japan. They put it into a historical context and discuss why it's significant. They also talk about, how it'll impact markets and what the path is from here. Read daily in-depth market updates from the Saxo Market Call a…
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In today's equity episode, Peter Garnry is back in the studio with Søren Otto. They discuss the Japanese Nikkei index in the light of the Bank of Japan rate hike. They also talk about Nvidia and it's new Blackwell platform. Finally, they dive into the earnings of PDD, parent company of online marketplace Temu. Read daily in-depth market updates fro…
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Macro & FX: Central bank meetings all over
18:45
18:45
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18:45
In today's episode, Macro and FX is in focus with Charu Chanana as our expert with Søren Otto as host. The focus in this week is central bank meetings with the Federal Reserve's FOMC meeting on Wednesday being the most important. BOJ will demand attention too, while it's also worth keeping an eye on the UK, Swiss and Australian central banks. Read …
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In today's thematic episode, Ole Hansen joins Søren Otto in the studio. They take the temperature on the commodity markets with a specific focus on metals. They also talk about cocoa's wild surge, and what to be aware of with grains and natural gas. Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team her…
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In today's equity-focused episode, Peter Garnry is back in the studio with Søren Otto. They discuss the last week's equity performance around the globe before diving into the Nvidia, which is a company that has had a tough week, which can point to greater issues in equity markets. They also talk about the yesterday's CPI inflation number and Oracle…
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EP 148: IRS Reminders: Employer Reporting Deadlines, Annual Numbers and an Alert on Wellness Vendors
21:50
21:50
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21:50
In this episode, Chase Cannon and Suzanne Spradley remind employers about important ACA employer mandate reporting deadlines with the IRS, including a change in electronic reporting in 2024 for smaller employers. Chase also outlines some updated numbers relating to the federal poverty line (FPL), ACA affordability calculations and ACA penalty amoun…
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Macro & FX: Have soft landing hopes turned into expectations?
27:32
27:32
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27:32
In today's episode, Macro and FX is in focus. That means Charu Chanana is our in-house expert. She discusses Jerome Powell's speech and the non-farm payrolls from last week. She also looks ahead to a week where the inflation figure CPI is the most important macro number. Finally, she talks about the Japanese yen and British pound. Read daily in-dep…
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Fixed income: Gilts, Treasuries and Century bond
20:18
20:18
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20:18
Saxo's Head of Fixed Income Strategies, Althea Spinozzi, discusses this week's ECB meeting, Gilts in the light of the UK budget release and evaluates the coming week's Fed meeting and how it may impact Treasuries. With guest host Melody Morgan. Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here. Cl…
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Saxo's Head of Commercial ESG, Ida Johannesen, discusses how investors can use ESG criteria to make long term investment decisions, and shares her outlook for 2024. With guest host Melody 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.…
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Macro & FX: US jobs data, China's "Two Sessions" & Super Tuesday
25:28
25:28
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25:28
In today's episode, Charu Chanana, Saxo's Head of FX Strategy and macro expert, discusses the latest macro and forex news, and what investors should be aware of in the coming week. With guest host Melody 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 …
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Commodities: Why speculative interest is important for everyone
24:19
24:19
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24:19
In today's episode we're talking with Ole S. Hansen, Head of Commodity Strategy, about the weekly so-called Commitment of Trader report and discuss why it may be relevant for all investors interested in commodities. We do so by focusing on cocoa, which has seen a very steep price increase. We dig into the why, how and future perspectives for the co…
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Equities: Evaluating geographical valuations
23:47
23:47
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23:47
In today’s episode it’s all about equities. That also means that Peter Garnry is the host. He takes on a journey from Asia to the US and through Europe to give a status on the valuation of equities in some of the major markets in the world. Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here. Click …
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