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Nvidia does what it can to bring cheer. Dark geopolitics still lurk in the background.
Summary: Today, with Saxo Equity Strategist Ruben Dalfovo we look through three of the key earnings report seeing very positive market responses, topped by Nvidia's strong report and outlook. We go through the details, the good points and a few concerns in places. Elsewhere, macro is quiet and a lower oil price is helpful, but grains are on fire, in part linked to geopolitical concerns that continue to present difficult-to-quantify risks. This and more on today's pod, which is 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
- As Michael Every predicted, the US is now considering the equivalent of "letters of marque" or 19th century and earlier era policies allowing private operators to serve as extension of US power overseas, for things like seizing Iran's oil.
- Today's very compelling set of FTAlphaville Further Reading links very much worth a browse.