Quarterly Outlook
Equity outlook: The high cost of global fragmentation for US portfolios
Charu Chanana
Chief Investment Strategist
You can access all of our platforms from a single Saxo account.
Equities
Nvidia's Record-Breaking Q2 Earnings
Saxo Group
Nvidia’s earnings: expectations vs. reality
Nvidia is one of the most closely followed companies by investors, and with good reason. Despite extremely high earnings expectations every quarter, Nvidia seems to outshine, time after time. The high expectations does however come with a price, and even the slightest disappointment in their earnings report can have a huge impact on the stock price.
Reporting Tuesday August 29, Nvidia managed to beat expectations once again with a reported Q2 revenue of USD 30 billion vs an expectation of USD 28.9 billion. Unexpectedly high revenue from Nvidia's data center business is a major part of that increase.
For more insights on Nvidia's newly released earnings report, read this article from our Chief Investment Officer, Peter Garnry.
Quarterly Outlook
-
Quarterly Outlook
Commodity Outlook: Commodities rally despite global uncertainty
Ole Hansen
Head of Commodity Strategy
-
Quarterly Outlook
Upending the global order at blinding speed
John J. Hardy
Global Head of Macro Strategy
We are witnessing a once-in-a-lifetime shredding of the global order. As the new order takes shape, ... -
Quarterly Outlook
Asset allocation outlook: From Magnificent 7 to Magnificent 2,645—diversification matters, now more than ever
Jacob Falkencrone
Global Head of Investment Strategy
-
Quarterly Outlook
Macro outlook: Trump 2.0: Can the US have its cake and eat it, too?
John J. Hardy
Global Head of Macro Strategy
-
Quarterly Outlook
Equity Outlook: The ride just got rougher
Charu Chanana
Chief Investment Strategist
-
Quarterly Outlook
China Outlook: The choice between retaliation or de-escalation
Charu Chanana
Chief Investment Strategist
-
Quarterly Outlook
Commodity Outlook: A bumpy road ahead calls for diversification
Ole Hansen
Head of Commodity Strategy
-
Quarterly Outlook
FX outlook: Tariffs drive USD strength, until...?
John J. Hardy
Global Head of Macro Strategy
-
Quarterly Outlook
Fixed Income Outlook: Bonds Hit Reset. A New Equilibrium Emerges
Althea Spinozzi
Head of Fixed Income Strategy