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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: Q3 earnings, China restart, and the robust economy](https://pbcdn1.podbean.com/imglogo/image-logo/5709963/thumbnail_1400x1400_bfzq6q_300x300.png)
Wednesday Oct 25, 2023
Equities: Q3 earnings, China restart, and the robust economy
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.