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Memory mania or just catching up with fundamentals?
Today's John J. Hardy substack (and yes, embarrassing bad math from your host in today's podcast)
Today, we try to keep observations balanced as we observe the latest race higher in memory chip makers after a big bank posted a jaw-dropping price target for Micron. This helped pull the broader market higher, as did the recent drop in crude oil prices. Elsewhere, we look at Ferrari's stumble with its new EV, note today's important earnings calendar, break down the latest in macro and FX and much more. Today's pod 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
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's John J. Hardy substack (and yes, embarrassing bad math from your host in today's podcast)
Today, we try to keep observations balanced as we observe the latest race higher in memory chip makers after a big bank posted a jaw-dropping price target for Micron. This helped pull the broader market higher, as did the recent drop in crude oil prices. Elsewhere, we look at Ferrari's stumble with its new EV, note today's important earnings calendar, break down the latest in macro and FX and much more. Today's pod 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
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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