![Saxo Market Call](https://pbcdn1.podbean.com/imglogo/image-logo/5709963/thumbnail_1400x1400_bfzq6q.png)
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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
![Equities: Energy on the move, Europe’s ”EV war” with China, and FedEx earnings](https://pbcdn1.podbean.com/imglogo/image-logo/5709963/thumbnail_1400x1400_bfzq6q_300x300.png)
Wednesday Sep 13, 2023
Equities: Energy on the move, Europe’s ”EV war” with China, and FedEx earnings
Wednesday Sep 13, 2023
Wednesday Sep 13, 2023
Oil prices are moving higher on Saudi Arabia's oil production cuts. This is naturally adding tailwinds to energy stocks which are quickly catching up with the rest of the global equity market. We discuss energy stocks and their attractive valuations. The market for electric vehicles is being flooded with cheap Chinese EVs to a degree where the EU is now launching an investigation into Chinese subsidies for EVs lifting European carmakers and surpressing Chinese EV-makers. Finally, we talk about next week's earnings from FedEx will provide information on how the global economy and whether the outlook for global goods transportation is improving or not, with Peter Garnry and Oskar Bernhardtsen.
Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here.