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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
Thursday Apr 27, 2023
Regional banks continue to suffer, but Meta!
Thursday Apr 27, 2023
Thursday Apr 27, 2023
Link to slide deck: https://bit.ly/3Lc0O1x -
Today we look at a bit of deja vu all over again as we saw a negative session yesterday in the US followed by a megacap - this time Meta - reporting after hours. We note that regional bank stocks continue to struggle at cycle lows. Some of the weak sentiment yesterday was on the Republicans passing their spending bill in the House that would lift the debt limit, but with no one having a clue on next steps as this bill is dead-on-arrival in the Senate, much less Biden's desk. Elsewhere, crude oil dropped sharply again, while gold is sticky near 2,000. Today brings perhaps the busiest earnings report calendar of the season, while the first BoJ meeting with Governor Ueda at the helm is up tomorrow. Today's pod features Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting.
Read daily in-depth market updates from the Saxo Market Call and Saxo Strategy Team here.
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Intro and outro music by AShamaluevMusic