Outrageous Predictions
Executive Summary: Outrageous Predictions 2026
Saxo Group
Summary: Today, a look at a modest market setback ahead of the single most important day on the earnings calendar this quarter, as four of the Mag7 are set to report earnings after the close today - each with its own twist, but overall with the focus on the scale of capital expenditures and cloud growth. Also, a look at yesterday's incoming earnings of note, energy (including of the nuclear sort), macro and FX developments and much more. Today's pod hosted by Saxo Global Head of Macro Strategy John J. Hardy.
Link: Billionaire and trading legend Paul Tudor Jones was on the Invest like the Best podcast, mostly talking great life- and trading lessons more than markets, but very much worth a listen.