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From macroeconomy and politics to stocks and bonds, commodities and forex, the Saxo Market Call is a weekly show for all investors who want to be updated on what moves financial markets in an inspiring and engaging way.
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Wednesday Oct 25, 2023
Wednesday Oct 25, 2023
Today we discuss the Q3 earnings season and in particularly earnings yesterday from Microsoft and Alphabet (Google) with Microsoft being the big winner according to investors as the cloud business grew faster than estimated at 24% y/y while Google's cloud business disappointed. On a positive note, advertising revenue growth from both Google and Snap suggest that companies remain positive on their outlook for the economy. In China, Xi Jinping visited the PBoC for the first during his leadership and new economic aid measures are being launched, but the market is still not buying the turnaround case on China. Finally, we talk about the recent economic figures confirming a robust US economy and early signs that Europe's economy might be turning around, with Peter Garnry.
Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here.