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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 feature a wide array of Saxo’s financial experts.
Episodes
Wednesday Apr 26, 2023
Choppy sentiment shifts as first megacaps report earnings.
Wednesday Apr 26, 2023
Wednesday Apr 26, 2023
Link to slide deck: https://bit.ly/3Nh6xG0 -
Today we look at the sharp sell-off in US equities in the cash session yesterday, in part on a weak April US Consumer Confidence reading, but also noting the big sentiment shift back to the positive side after hours on Microsoft and Alphabet reported earnings. It is also difficult to discern how much the US debt ceiling issue is weighing on the US treasury market (and therefore supporting the Japanese yen yesterday). Elsewhere, we look at metals and crude oil and stocks to watch, rounding up major companies reporting and previewing Meta reporting today after the close. Today's pod features Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting.
Read daily in-depth market updates from the Saxo Market Call and Saxo Strategy Team here.
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Intro and outro music by AShamaluevMusic