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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: Is the mojo back? Novo Nordisk keeps surprising and Tesla earnings showdown](https://pbcdn1.podbean.com/imglogo/image-logo/5709963/thumbnail_1400x1400_bfzq6q_300x300.png)
Wednesday Oct 11, 2023
Equities: Is the mojo back? Novo Nordisk keeps surprising and Tesla earnings showdown
Wednesday Oct 11, 2023
Wednesday Oct 11, 2023
A lot of action has come back in equities with the latest move lower in the US 10-year yield following geopolitical events in the Middle East pushing equities higher again. We also debate the 'higher for longer' narrative and whether the backdrop for equities is actually okay given the US economic strength. We also talk about Novo Nordisk that again has released another very positive trial data now related to kidney failure sending its shares higher while the world's largest dialysis provider Fresenius Medical Care has seen its share tumble as much as 24%. Finally, we go through the upcoming earnings on Friday from US banks such as JPMorgan Chase and next week's earnings from Tesla, ASML, Netflix, and American Express. Especially Tesla earnings will be important for sentiment in equities and the latest price cuts may be a warning of weakening demand for electric vehicles, with Peter Garnry and Oskar Bernhardtsen.
Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here.