![Saxo Market Call](https://pbcdn1.podbean.com/imglogo/image-logo/5709963/thumbnail_1400x1400_bfzq6q.png)
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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
![Equities: Year-end rally, inflation, thematic winners, US consumer and Nvidia monster earnings](https://pbcdn1.podbean.com/imglogo/image-logo/5709963/thumbnail_1400x1400_bfzq6q_300x300.png)
Wednesday Nov 15, 2023
Wednesday Nov 15, 2023
Today we discuss yesterday's small positive surprise on US October inflation that sent bond and equities soaring with Nasdaq 100 on a trajectory to set a new closing high for the year. We also go through which equity themes responded the most positive to lower interest rates, and also the recent reading on the US consumer based on earnings results from Target and Home Depot. Finally, we go over recent earnings and the most important earnings to watch over the next week including the important Nvidia earnings next Tuesday, with Peter Garnry.
Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here.