logo
episode-header-image
Apr 2024
20m 6s

Equities and macro: Tesla, Quarterly Out...

SAXOSTRATS
About this episode

In today's equity episode, Peter Garnry is back in the studio with Søren Otto. They discuss Tesla's recent earnings and look at the regional equity performance. They also discuss our recently published Quarterly Outlook. Finally, they talk about the biggest macro events in the near past.

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
Jun 2024
Market news today - Is an AI bubble starting to inflate?
 Fidelity's Tom Stevenson reviews the stories moving markets. This week in the markets: the Fab Five dominance is starting to look worrying; and US inflation data this week will shine a light on the upcoming interest rate pivot.See omnystudio.com/listener for privacy information. 
9m 57s
Jan 2022
Markets Rally, Tesla and the Earnings Parade, Southwest’s Outgoing CEO on Profitability and Omicron, ServiceNow CEO on Stock Surge, and Netflix and “Bill.”
One day after the Fed weighed on markets by signaling a mid-March rate hike, Carl Quintanilla, Jim Cramer and David Faber stayed on top of a rally sparked in part by stronger-than-expected fourth quarter GDP, showing 6.9% growth on an annualized basis. Cramer explained how invest ... Show More
44m 15s
Sep 2023
Powell prioritizes inflation, overblown Fed reactions and market narratives
Matthew Tuttle and Rob Isbitts discuss the reaction to the Fed not raising rates this past week (0:40), sussing out the real market narrative (7:00), technical levels and the 10-year (14:00). Transcripts on Seeking Alpha Show Notes: SPY And S&P 500: Big Short 2? Path To 3,000 Eas ... Show More
22m 19s
Jun 2021
Shopify President, Paychex CEO & Off The Charts
The Dow closed up 9 points today and Jim Cramer’s sharing a strategy to investing in this market. Then, Cramer’s talking to Shopify President, Harley Finkelstein to learn about the company’s annual Shopify Unite event where they announced major infrastructure innovations. And, As ... Show More
44m 47s