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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.
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![Equities: Nvidia growth bonanza, earnings estimates, and the surge in nuclear power theme](https://pbcdn1.podbean.com/imglogo/image-logo/5709963/thumbnail_1400x1400_bfzq6q_300x300.png)
Wednesday Nov 22, 2023
Wednesday Nov 22, 2023
We discuss four topics today. Nvidia's earnings were incredible strong blasting estimates but US export controls are upsetting and lowering the visibility of its Chinese business. The US economy is still expanding but slowing down while earnings estimates are coming down in Europe and S&P 500 (ex. technology sector) which are at odds with a rallying equity market. Across equity themes the green transformation baskets are still under pressure while nuclear power and commodities are doing well. Finally, we talk about batteries with both Chinese based CATL and Swedish based Northvolt expecting to list next year, with Peter Garnry.
Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here.