Best saxostrats Podcasts (2024)

1
What to expect from the earnings season 24:32

26m ago24:32

24:32

In today's episode, Peter Garnry is back in the studio with Søren Otto talking equities. This episode is mainly focused on the earnings season, which will being soon. Peter gives his expectations and what to pay attention to. We will also look at year-to-date performance, talk about the French election's impact on equity markets and Carlsberg's acq…

1
What a French election upset means for the Euro 23:04

15m ago23:04

23:04

In today's episode, Charu Chanana is back in the studio talking macro and forex with Søren Otto. They will discuss the surprising outcome of the French election and what it means to the EUR. Charu will also touch up Friday's US nonfarm payroll, the UK election and a quick preview of the upcoming Royal Bank of New Zealand meeting. Read daily in-dept…

1
Special: Quarterly Outlook - Sandcastle Economics 31:16

6h ago31:16

31:16

In today's special episode, we talk about the recently published Q3 Outlook. 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. Agenda: Macro Equities (04.34) Bonds (11.11) Forex (17.30) Commodities (24.08…

1
Tesla surges and Nike comes back in quiet week 15:47

1d ago15:47

15:47

In today's episode, Peter Garnry is back in the studio with Søren Otto talking equities. In an otherwise quiet week, focused on politics, Tesla stages a surprising increase in price while Nike makes back some of what it lost based on a disappointing earnings release last week. Read daily in-depth market updates from the Saxo Market Call and SaxoStr…

1
Politics are taking over macro 22:32

3d ago22:32

22:32

In today's episode, Charu Chanana is back in the studio talking macro and forex with Søren Otto. And not just macro, but also politics as this is the prime focus area for markets. Not only did we have the first debate between the two US presidential candidates last week, we also had the first part of the French election and in the coming week, the …

1
What just happened to Nvidia? 23:33

14d ago23:33

23:33

In today's episode, Peter Garnry is back in the studio with Søren Otto talking equities. Among other things, they discuss what's happening to Nvidia and Airbus, how overall performance has been and the sneaky interesting earnings this week. Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here. Click …

1
Is it time to diversify your portfolio? 26:04

15d ago26:04

26:04

In today's episode, Charu Chanana is back in the studio talking macro and forex with Søren Otto. They discuss the current equity rally and Charu gives her thoughts on what may derail it and ponder over how investors may position to protect their portfolio. They also discuss JPY, an interesting host of central bank meetings last week and why politic…

1
Has Apple and OpenAI made a groundbreaking deal? 20:17

23d ago20:17

20:17

In today's episode, Peter Garnry is back in the studio with Søren Otto talking equity and macro. In this episode they talk about the past week's macro events such as US CPI figures and FOMC meeting, the French election and the European Parliament vote and look ahead to events such as the German ZDW and US PMI. On equities they discuss Apple's deal …

1
Will EU right-wing move impact equities? 21:03

28d ago21:03

21:03

In today's episode, Peter Garnry is back in the studio with Søren Otto. In this episode they talk about whether the European Parliament election is likely to cause a stir in equity markets. They also discuss the US nonfarm payrolls, inflation figures and central bank meeting as well as look at the regional performance. Read daily in-depth market up…

1
Nonfarm payroll shatters expectations - how will the Fed react? 24:31

30d ago24:31

24:31

In today's episode, Charu Chanana is back in the studio talking macro and forex with Søren Otto. Last week the closely-watch nonfarm payrolls come out incredibly strong, making it interesting to follow this week's FOMC meeting and CPI print. The two discusses this, as well as European Parliament election, upcoming Bank of Japan meeting and the Indi…

1
What an ECB rate cut may mean for equity markets 15:37

1M ago15:37

15:37

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 SaxoStra…

1
It is rate cut week 20:26

1M ago20:26

20:26

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…

1
Is electrification the next big thing? 22:13

1M ago22:13

22:13

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 Saxo…

1
Macro: When speech trump numbers 21:42

1M ago21:42

21:42

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 …

1
2024 is heavy metals 23:59

2M ago23:59

23:59

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 Strat…

1
While we wait on Nvidia 22:53

2M ago22:53

22:53

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…

1
Who will cut first - Fed or ECB? 20:04

2M ago20:04

20:04

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 Fe…

1
How stocks react to critical inflation figure 18:20

2M ago18:20

18:20

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.…

1
Is US data finally slowing down? 23:59

2M ago23:59

23:59

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 h…

1
Special episode: How either US presidency may affect the financial markets 8:22

2M ago8:22

8:22

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. Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market S…

1
It's all about the two lane economy 17:44

2M ago17:44

17:44

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 fr…

1
Theme: why you should pay attention to the US Quarterly Refunding Announcement 23:01

2M ago23:01

23:01

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 …

1
Equities: Earnings roll on 19:05

2M ago19:05

19:05

In today's equity episode, Peter Garnry is back in the studio with Søren Otto. As major companies will report their Q1 earnings this week, this will be the focus of this episode. 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.…

1
Macro: Japanese drama - what's next for the yen? 25:03

2M ago25:03

25:03

In today's episode, Charu Chanana is talking about macro. Søren Otto is the host. They discuss last week's events such as the BoJ meeting, and US PCE. They also look ahead to ta busy week where especially the FOMC meeting and the Japanese yen are in focus. Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy T…

1
Theme: Deciphering Asian forex interventions 32:45

3M ago32:45

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…

1
Equities: Will this be the end of the magnificent seven? 23:36

3M ago23:36

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

1
Macro: earnings battle geopolitics and macro figures for centre-stage 23:22

3M ago23:22

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…

1
Theme: How geopolitical uncertainty affects bond and commodities 20:43

3M ago20:43

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…

1
Equities: Are earnings overshadowed by geopolitics? 23:50

3M ago23:50

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…

1
Special episode: Market reactions to Iran-Israel escalation 6:18

3M ago6:18

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…

1
Macro: Something's brewing in China 15:32

3M ago15:32

15:32

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…

1
Theme: Quarterly Outlook special 33:10

3M ago33:10

33:10

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…

1
Equities: What you need to know as the earnings season kicks off 18:57

3M ago18:57

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 …

1
Macro and FX: NFP, CPI, ECB and Japan 20:20

3M ago20:20

20:20

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…

1
Equities and macro: Tesla, Quarterly Outlook and inflation 20:06

3M ago20:06

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 …

1
Theme: Central bank meeting impact on fixed income 28:08

4M ago28:08

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…

1
Macro & FX: Swiss central bank surprises; PCE and China 25:18

4M ago25:18

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…

1
Theme: Japan's route to abolish negative interest rates 34:21

4M ago34:21

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…

1
Equities: Nikkei, Nvidia and PDD 28:54

4M ago28:54

28:54

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…

1
Macro & FX: Central bank meetings all over 18:45

4M ago18:45

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 …

1
Commodities: Action everywhere 27:58

4M ago27:58

27:58

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…

1
Equities: Nvidia, Oracle and CPI 22:07

4M ago22:07

22:07

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…

1
Macro & FX: Have soft landing hopes turned into expectations? 27:32

4M ago27:32

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…

1
Fixed income: Gilts, Treasuries and Century bond 20:18

4M ago20:18

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…

1
Equities: ESG criteria for the long term 14:03

4M ago14:03

14:03

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.…

1
Macro & FX: US jobs data, China's "Two Sessions" & Super Tuesday 25:28

4M ago25:28

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 …

1
Commodities: Why speculative interest is important for everyone 24:19

4M ago24:19

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…

1
Equities: Evaluating geographical valuations 23:47

4M ago23:47

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 …

1
Macro & FX: Will markets turn their attention to macro? 23:53

4M ago23:53

23:53

In today’s episode Charu Chanana, macro expert and Head of FX strategy. After a week with a very high focus on the Nvidia earnings report, markets may move to focus more on macro figures with one of this week's most important ones being the American PCE. Depending on how it comes out, this may inform Fed's approach to rate policy. She also gives an…

1
Special edition: Why traders and investors should care about the US election 28:55

5M ago28:55

28:55

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 and US politics expert, dive into the turbulent seas of the 2024 U.S. Presidential election and its potential impact on the financial markets. Their discussion revolves around key points are relevant f…

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