The Saxo strategy team delivers insights and opinions about financial markets in a series of weekly podcasts covering all asset classes. Monday is our conversation about macroeconomy, currencies, and central banks. Tuesday is all about fixed-income ranging from governments bonds to credit. Wednesday is a jump into global equities covering earnings, themes, and single stocks. Thursday is our journey into commodities covering everything from natural gas to soybeans.
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In today's episode covering fixed-income we aim to answer the crucial question of how much higher bond yields can go given the latest move higher in the US 10-year yield putting pressure on equities. If energy prices remain bullish and economic data ... more
Last week ended with both equities and bonds lower following the Fed's hawkish message with rates staying higher for longer to deal with inflation and the strong economy which lifted the longer end of the US yield curve. This week key event risks to ... more
In today's podcast on commodities we discuss the FOMC rate decision and what the Fed's soft landing outlook means for commodities. We discuss everything from the opportunities in gold as a hedge against monetary policy mistakes, tightness in energy m... more
Listen every day to get clear thoughts on macro. Note: Peter is starting to let his ego creep into the pod, stay humble
Best daily commentary on the markets by a long shot- no agendas, just sound astute takes. more
Concise and quick - they cover all things macro and drill in close when the times call for it. The podcast originates in Denmark so they have a good handle on foreign market in addition to US. They also provide a slide deck with each broadcast with about 8 slides of graphics, charts and data putting context to the story they tell every day. I listen to a ton of market shows and pods every day. This is tops.
Hey Peter when you cover the earnings to watch don’t skip through the so called boring companies I love boring companies a lot have made me quite a bit of profit. If you find a good boring company I would love to hear about it. Bakes - Australia.
Long time listener of the podcast. more
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Saxo Market Call launched 4 years ago and published 133 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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