Episodes
Thursday Feb 09, 2023
Market celebrates Disney cost-cutting axe
Thursday Feb 09, 2023
Thursday Feb 09, 2023
Link to slide deck: https://bit.ly/40Fq1It -
Today we look at the choppy market action as yesterday's sell-off has been in turn partially reversed by a strong report from Disney after the close, with the company’s stock jumping on cost-cutting and job cut announcements. We also wonder whether Uber's guidance and performance suggest a phase shift in the company’s and other companies’ potential. In commodities, we look at crude oil, natural gas, gold and grains. FX traders are awaiting for clarity on the identity of the new BoJ governor, while SEK has jumped on a hawkish Riksbank surprise as we were recording the podcast. Today's pod features Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.
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Intro and outro music by AShamaluevMusic