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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.
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Tuesday Oct 26, 2021
Tesla melt-up pulls entire market higher
Tuesday Oct 26, 2021
Tuesday Oct 26, 2021
Today's slide deck: https://bit.ly/3jCi2rS -
Today we look at Tesla news inspiring an aggravated melt-up in Tesla shares, as the company's market valuation passes $1 trillion and is now so large that it contributed significantly to pulling the major indices higher yesterday as well. Also, we delve into the latest earnings news, especially Facebook's, look at prospects for weakening EU growth and the state of play in the French election, US natural gas prices lurching higher, a look at the Australian dollar ahead of tonight's RBA meeting and more. Today's pod features Peter Garnry on equities, Christopher Dembik on macro, Ole Hansen on commodities and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic