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For the aspirational trader and financial markets professional. Coming at you two to three times a week, the Saxo Market Call is the high frequency podcast for real-time analysis of the financial markets across asset classes, from forex and rates to equities and commodities.
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Wednesday Dec 06, 2023
Equities: YTD performance, rate cuts pricing, and Adobe earnings
Wednesday Dec 06, 2023
Wednesday Dec 06, 2023
Today we discuss equity market performance across country indices and thematic baskets highlighting Nasdaq 100 as the big winner together with semiconductors and cyber security. We also talk about the equal weighted performance between US and European equities which has not been that bad after all for Europe. We also discuss the current policy rate cuts priced in markets and how for now they are viewed as a positive thing but that it could quickly change. Finally, we flag upcoming earnings releases the next week from Lululemon, Oracle, and Adobe, with Peter Garnry.
Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here.