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For the aspirational trader and financial markets professional. Coming at you two to three times a week, the Saxo Market Call is the high frequency podcast for real-time analysis of the financial markets across asset classes, from forex and rates to equities and commodities.
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Monday Oct 17, 2022
Deglobalization and its discontents
Monday Oct 17, 2022
Monday Oct 17, 2022
Today's slide deck: https://bit.ly/3yL3xcQ -
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Today we look at Friday's whipsaw turnaround in equities after the bizarre Thursday rally, as the heart of earnings season lies dead ahead and the world's most traded stock, Tesla, has dumped to a new low for the year just ahead of its Wednesday earnings call. We also discuss Chinese leader Xi's speech over the weekend and whether Europe is set to declare China an economic rival, as well as watching for the ongoing fallout for semiconductor companies after the Biden administration moved to limit semiconductor tech transfer to China. The latest in FX, individual stocks to watch and more also on today's pod, which features Peter Garnry on equities and John J. Hardy hosting an on FX.
Intro and outro music by AShamaluevMusic