Podcast: US megacap earnings on deck
Saxo Market Call
Summary: Today we round out our view on the growing Chinese equity market discount as the market takes a dim view of prospects for returns there, given the policy focus on "common prosperity", not to mention geopolitical concerns. The weakening yuan is also a key focus in Asia. Elsewhere, today we have the earnings season getting into full swing today with Microsoft, Alphabet and many others reporting. Crude oil platinum, FX and more also on today's pod, which features Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting an on FX.
Listen to today’s podcast - slides are available via the link.
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Latest Market Insights
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