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October was a great month for most stocks.
Summary: Today, a look at a wild and woolly trading session on Friday, as the market was reluctant to hold risk over the weekend, perhaps, and on the carnage to many AI names after key earnings reports spooked much of the AI sector. It is worth noting that on balance, October was a strong to very strong month for almost all non-tech sectors, something many portfolios may not have felt. Also, we preview the week ahead in macro and day ahead in earnings reports and much more. 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 favourite podcast app.
Links
- Tucker Carlson X post on Trump supposedly planning a nuclear strike in Iran is making the rounds. Let's hope this remains very much in the crazy and unfounded rumours category - it's unimaginable.
- Reuters on Trump administration mapping a path to govern without Congress.
- Luke Gromen on Macrovoices worth a listen - though a bit sceptical on his specific claims that AI already feeding job losses. The comments on risks of fiscal belt-tightening post-election are important.
- The New York Times piece on Nvidia's Jensen Huang and whether a Singapore operative at an Nvidia customer in Singapore was passing along information and enabling transfer of high end Nvidia chips to China.