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Here is today's John J. Hardy substack post.
Today, a look at the latest run-up in semiconductor names, especially after AMD reported earnings yesterday after the close and whether this almost parabolic action in the SOX index is some kind of mania phase in this market. Also, a look at the latest in macro and FX, as Japan's Ministry of Finance seems to be out showing its determination once again to strengthen the yen. This and much more 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 two 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 music by AShamaluevMusic
DISCLAIMER
By SaxoStrats4.9
122122 ratings
Here is today's John J. Hardy substack post.
Today, a look at the latest run-up in semiconductor names, especially after AMD reported earnings yesterday after the close and whether this almost parabolic action in the SOX index is some kind of mania phase in this market. Also, a look at the latest in macro and FX, as Japan's Ministry of Finance seems to be out showing its determination once again to strengthen the yen. This and much more 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 two 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 music by AShamaluevMusic
DISCLAIMER

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