You can access both of our platforms from a single Saxo account.
Nvidia earnings a damp squib as something else is blotting out the sun.
Summary: Today, the prospect of perhaps the most anticipated IPO ever is overwhelming the market's interest in processing Nvidia's latest earnings report, which checked all of the boxes, but no more. Elsewhere, the latest headline risks from the Iran war are pointing in the right direction, but pointing isn't enough - we need a deal to bring more profound relief to bond markets and perhaps as well to keep the USD bull at bay. Important trading day tomorrow ahead of the long Memorial Day weekend in the US. Today's podcast hosted by Saxo Global Head of Macro Strategy John J. Hardy.
Listen to the full episode now or follow the Saxo Market Call on your favorite podcast app.
Links
- Saxo Head of Commodity Strategy Ole Hansen brings key perspective on the latest US oil and product inventories report.
- There is a risk that the age of agentic AI and ad-supported LLMs could put the interests of the ad buyers way ahead of those of the end users. Worth considering the potential conflicts of interest.
- Jeremy Grantham’s GMO wrote back in January that if at least two of the “big three” potential IPOs happened this year, it could represent a risk to the broader market.
Questions and comments, please!
We invite you to send any questions and comments you might have for the podcast team. Whether feedback on the show's content, questions about specific topics, or requests for more focus on a given market area in an upcoming podcast, please get in touch at marketcall@saxobank.com.This content is marketing material and should not be considered investment advice. Trading financial instruments carries risks and historic performance is not a guarantee for future performance.
The instrument(s) mentioned in this content may be issued by a partner, from which Saxo receives promotion, payment or retrocessions. While Saxo receives compensation from these partnerships, all content is conducted with the intention of providing clients with valuable options and information.