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
Yesterday
The silver streak - can it continue?
Today - we look at the wild ride in silver after it hit 50 dollars an ounce yesterday and for the first time ever - can the run continue? Elsewhere, a look at an ugly day for stocks yesterday, particularly as the average stock suffered a weak day as we revisit widening divergence ... Show More
21m 23s
Oct 9
Talk of "melt-up" now competing with "bubble risk"
Today we look at the latest surge in US equities, led by key AI stocks while noting that talk of "melt-up" risk has become far more prevalent. We also note what types of developments in the market might suggest that the end of this incredible speculative run is getting closer. A ... Show More
23m 58s
Oct 8
Yen gets binned as gold hits 4k and dispersion trade catches our eye.
Today, a look at the weakest equity market session in the US in the last few weeks, with at least one key AI story triggering a bit of unease, while Tesla news disappointed. But macro was the headline stealer yesterday as the Japanese yen was thrashed across the board and gold so ... Show More
23m 16s
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