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It's all about the Strait of Hormuz until it's about something far bigger.
Podcast 32 minutes to read
Summary: Today, a rundown of how various global markets are positioned relative to the risk of the Strait of Hormuz remaining closed for various time periods. Towards the end of the podcast, we look at why, even if the short term focus is on the Strait of Hormuz and whether regime change lies ahead for Iran, something far more monumental is at stake. Saxo Equity Strategist Ruben Dalfovo also breaks down the earnings reports and market reactions for key companies reporting this week, including Crowdstrike, Broadcom and Marvell and looks at three more key names set to report next week, including Oracle. Today's pod 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
Ruben's piece on Broadcom and Crowdstrike earnings perspectives.The FX Trader post from today from John.
The Michael McNair post discussing a priceless framing of the US-China race for control of supply chains as tension builds with the US' latest moves.
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