4.6M
Downloads
1113
Episodes
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
Thursday Mar 30, 2023
Equities marching higher on AI and mega caps focus
Thursday Mar 30, 2023
Thursday Mar 30, 2023
Link to slide deck: https://bit.ly/3zkMuOK -
In today's podcast we talk about the improved momentum in equities driven by technology stocks and especially with yesterday's best performing theme being semiconductors driven by AI focus, strong EV demand, and improving demand for memory chips in data centers. We also talk Sweden as a showcase of the impact from tighter credit conditions and the new financial year in Japan. On commodities we cover oil with a focus on recent changes to the Brent crude contract and the slowing production in the US due to cost pressures, lastly on commodities we highlight recent developments in the grain markets. Finally, we cover better than expected earnings from H&M and talk about US non-financial corporate profit margins reached the highest levels in 2022 since the end of WWII. Today's podcast features Peter Garnry on equities, Ole S. Hansen on commodities, and John J. Hardy on FX.
Read daily in-depth market updates from the Saxo Market Call and Saxo Strategy Team here.
Click here to open an account with Saxo -
Intro and outro music by AShamaluevMusic