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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
Wednesday Sep 20, 2023
Equities: Red flags in IPOs, low volatility in US equities, and earnings to watch
Wednesday Sep 20, 2023
Wednesday Sep 20, 2023
With the market waiting for central bank rate decisions this week we take a step back and zoom in other parts of the equity market. We discuss the several red flags in the Instacart IPO and the extremely elevated forward valuation of Arm which is three times that of the Nasdaq 100. Realized volatility has lately been very low in the US equity market and investors might begin considering adding some hedges to their portfolio which can be done in different ways, and finally we discuss the three most important earnings releases next week from Micron Technology, H&M, and Nike, with Peter Garnry.
Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here.