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Accenture needing dentures after market knocks its teeth out
Today, we highlight another high energy day for the equity market, with semiconductor stocks screaming back higher and the US dollar continuing its move higher post-FOMC, even as we question whether the market is anticipating the future path of Fed policy appropriately. A focus on the worst performer in the S&P 500 today: Accenture, which was pummelled 18% to an almost nine-year low on fears of additional AI disruption even as the company scrambles for a new business model to have an answer for the age of AI. This and more on today's pod, which is hosted by Saxo Global Head of Macro Strategy John J. Hardy.
Links
About twice per week (in normal times, hopefully soon to resume), you will find links discussed on the podcast and a chart-of-the-day over at the John J. Hardy substack.
Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here.
Please reach out to us at [email protected] for feedback and questions.
Click here to open an account with Saxo.
Intro music by AShamaluevMusic
DISCLAIMER
This content is marketing material.
Trading financial instruments carries risks. Always ensure that you understand these risks before trading. This material does not contain investment advice or an encouragement to invest in a particular manner. Historic performance is not a guarantee of future results. The instrument(s) referenced in this content may be issued by a partner, from whom Saxo Bank A/S receives promotional fees, payment or retrocessions. While Saxo may receive compensation from these partnerships, all content is created with the aim of providing clients with valuable information and options.
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By SaxoStrats
4.9
122122 ratings
Today, we highlight another high energy day for the equity market, with semiconductor stocks screaming back higher and the US dollar continuing its move higher post-FOMC, even as we question whether the market is anticipating the future path of Fed policy appropriately. A focus on the worst performer in the S&P 500 today: Accenture, which was pummelled 18% to an almost nine-year low on fears of additional AI disruption even as the company scrambles for a new business model to have an answer for the age of AI. This and more on today's pod, which is hosted by Saxo Global Head of Macro Strategy John J. Hardy.
Links
About twice per week (in normal times, hopefully soon to resume), you will find links discussed on the podcast and a chart-of-the-day over at the John J. Hardy substack.
Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here.
Please reach out to us at [email protected] for feedback and questions.
Click here to open an account with Saxo.
Intro music by AShamaluevMusic
DISCLAIMER
This content is marketing material.
Trading financial instruments carries risks. Always ensure that you understand these risks before trading. This material does not contain investment advice or an encouragement to invest in a particular manner. Historic performance is not a guarantee of future results. The instrument(s) referenced in this content may be issued by a partner, from whom Saxo Bank A/S receives promotional fees, payment or retrocessions. While Saxo may receive compensation from these partnerships, all content is created with the aim of providing clients with valuable information and options.
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