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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
![Nvidia blasts higher ahead of earnings. What does Jackson Hole deliver?](https://pbcdn1.podbean.com/imglogo/image-logo/5709963/thumbnail_1400x1400_bfzq6q_300x300.png)
Tuesday Aug 22, 2023
Nvidia blasts higher ahead of earnings. What does Jackson Hole deliver?
Tuesday Aug 22, 2023
Tuesday Aug 22, 2023
Link to slide deck: https://bit.ly/45C8m63 -
Today we look at the strong resurgence in US equities yesterday, particularly in the most popular speculative names like Tesla and Nvidia, which jumped over 8% yesterday, trading close to the cycle highs just ahead of its earnings report after the close tomorrow. The strong resurgence unfolded despite US yields rising sharply, with the 10- and 30-year yields posting new 15-year and 12-year highs, respectively. We look at key upcoming Treasury auctions and what the Fed's Jackson Hole conference on Friday and into the weekend may be set to deliver in terms of policy hints. This and more in today's pod, which features Peter Garnry on equities, Althea Spinozzi on fixed income and John J. Hardy hosting and on FX.
Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here.
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Intro and outro music by AShamaluevMusic