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Broadcom pulls out the stops. US foments uprisings, complicating Iran risks.
Today, the market off on a cautious footing as crude oil prices remain high after yesterday's strong bounce-back attempt, with intense headline risk in both directions. We look at the latest developments and wonder where the US intelligence attempts to support Kurdish rebellions in Iran could lead, among other key questions. Elsewhere, Broadcom unleashed a massive forecast for its AI chip business in its earnings call and managed to get a positive reaction initially, the latest test for AI stocks. Macro and FX and much more also on today's pod, which is hosted by Saxo Global Head of Macro Strategy John J. Hardy.
Links discussed on today's podcast and our Chart of the Day can be found on the John J. Hardy substack (within one to four hours from the time of the podcast release).
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 and outro 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, the market off on a cautious footing as crude oil prices remain high after yesterday's strong bounce-back attempt, with intense headline risk in both directions. We look at the latest developments and wonder where the US intelligence attempts to support Kurdish rebellions in Iran could lead, among other key questions. Elsewhere, Broadcom unleashed a massive forecast for its AI chip business in its earnings call and managed to get a positive reaction initially, the latest test for AI stocks. Macro and FX and much more also on today's pod, which is hosted by Saxo Global Head of Macro Strategy John J. Hardy.
Links discussed on today's podcast and our Chart of the Day can be found on the John J. Hardy substack (within one to four hours from the time of the podcast release).
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 and outro 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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