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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 Jan 25, 2023
Market holds breath as Tesla to report after sharp squeeze
Wednesday Jan 25, 2023
Wednesday Jan 25, 2023
Link to slide deck: https://bit.ly/3Rch59i -
Today we look at the US market treading water and even dipping a bit after hours, spooked in part by Microsoft guidance and 3M results for the quarter and mulling the incoming Tesla earnings report today after the close after the most popular stock for speculators has rallied over 40% off the recent lows. We note that demand for US treasuries at yesterday's 2-year auction was the strongest in over two years, take stock of the AUD surge overnight on a strong Q4 CPI report, wrap ASML results and look at the rest of today's busy earnings calendar, with a wide variety of companies reporting. Today's pod features Peter Garnry on equities and John J. Hardy hosting and on FX.
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