logo
episode-header-image
Mar 2024
28m 54s

Equities: Nikkei, Nvidia and PDD

SAXOSTRATS
About this episode

In today's equity episode, Peter Garnry is back in the studio with Søren Otto. They discuss the Japanese Nikkei index in the light of the Bank of Japan rate hike. They also talk about Nvidia and it's new Blackwell platform. Finally, they dive into the earnings of PDD, parent company of online marketplace Temu.

Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here.

Click here to open an account with Saxo.

Up next
Jul 2
Three big questions in the week ahead.
Today's slide deck: https://bit.ly/46utCye - Today we note interesting divergences in the US equity market as the Nasdaq posted an ugly session while small caps surged. We also look at three key event risks for the US dollar and global markets in the coming week, round up the com ... Show More
26m 34s
Jul 1
Melt up scenario versus perilous concentration
Today we discuss whether the massive concentration in the US equity market is a bug or a feature, noting that market breadth is the worst ever at a major new market high by at least one measure. Elsewhere, we break down the commodity performance for the first half of the year, ta ... Show More
19m 13s
Jun 27
A bit too much perfection in the price?
Today's slide deck: https://bit.ly/4kcqDOm - Today, wondering if the US market is pricing a bit too much perfection and complacency, though hard to find any specific flashing red lights. Also, a rundown of the weak USD picture, gold chart technicals, Nike earnings, a profile of t ... Show More
25m 31s
Recommended Episodes
Apr 2024
Equities buoyed by strong corporate and economic data
While the earnings season remains in focus, yesterday’s release of PMI data from around the globe helped to assess the economic environment. Equity markets across the board posted positive gains as investors bought into the dip in tech stocks and a strong batch of corporate earni ... Show More
11m 58s
May 30
Nvidia’s Post Earnings Blues… And JPMorgan CEO Jamie Dimon’s Bond Market Warning 5/30/25
Shares of Nvidia reversing in today’s session, and sat out the mid-day Mag7 rebound. How the chip giant is faring since its post-earnings pop, and how our traders are positioning in the stock going into June. Plus Jamie Dimon ringing the alarm bell on the bond market. The cracks ... Show More
43m 52s
Oct 2024
Political turmoil in Japan pushes yen to three-month low
Japanese PM Ishiba’s gamble to call a snap election backfired yesterday, as Japan’s ruling party lost its majority in a general election amid political scandals and soaring inflation. The Japanese yen is plunging and stocks are surging on the news. As investors turn their attenti ... Show More
10m 8s
Sep 2024
Investors up bets on 50bps U.S. rate cut
The greenback falls and the Dow hits a record high with investors increasingly betting on a 50bps interest rate cut from the Fed later this week. In Japan, the Nikkei is in the red as the yen strengthens past ¥140 /USD, while a CNBC survey shows a split over the timing of the BoJ ... Show More
25m 15s
Aug 2024
Bank of Japan Rescues the Markets... For Now - Ep 973
Peter returns to his Puerto Rico studio after an extended vacation. He discusses recent market volatility, including movements in stocks, Japan’s market crash, and cryptocurrency fluctuations. Peter critiques the Fed's decision not to cut rates, arguing that delaying cuts onl ... Show More
57m 29s
Oct 2024
US stocks get tech boost
Global markets saw divergent trends, with European stocks struggling due to a falling oil price and high China exposure, while US markets saw a broad-based rally driven by positive tech sector news. Bond yields steadied, and investors await the release of the FOMC minutes for ins ... Show More
16m 2s
Apr 2024
Markets and the Israel-Iran Conflict, Netflix Slumps, New Woes for Tesla 4/19/24
Carl Quintanilla and Jim Cramer discussed what to make of the markets trying to shrug off Israel's early Friday retaliatory strike against Iran  -- with the S&P 500 and Nasdaq in the midst of five-session losing streaks. The anchors also reacted to Netflix shares down sharply, as ... Show More
42m 36s
May 29
Nvidia CEO Jensen Huang Eases China Concerns, Touts AI Growth
Bloomberg’s Ed Ludlow is joined by Nvidia CEO Jensen Huang to discuss the chipmaker's first-quarter earnings and the company’s $8 billion hit from China. Plus Ayako Yoshioka, from Wealth Enhancement Group says earnings show Nvidia understands the outlook for AI growth. And D.A. D ... Show More
33m 51s
Apr 10
Closing Bell Overtime: BlackRock Co-Founder On Market Volatility; Former Bridgewater Chief Investment Strategist On Gold, Dollar 4/10/25
Lori Calvasina of RBC Capital Markets and Adam Crisafulli of Vital Knowledge discussing the ongoing equity pullback and Calvasina digs into why her S&P 500 bear case is now the base case. Our Megan Cassella reports on the White House’s tariff plans targeting China, while Pippa St ... Show More
51m 5s
Mar 2024
Are penny stocks getting the memestock treatment?
Penny stocks are having a moment. In recent months, little-known companies with names such as Bit Brother and Phunware have been among the most traded stocks in America’s public markets, surpassing companies like Tesla and popular exchange traded funds. The FT’s US markets editor ... Show More
17m 7s