Quarterly Outlook
Upending the global order at blinding speed
John J. Hardy
Global Head of Macro Strategy
Summary: In today's episode, Peter Garnry is back in the studio with Søren Otto. In this episode they mainly focus on Nvidia's upcoming earnings. They also discuss. Li Auto, Palo Alto, Microsoft, AstraZeneca and JP Morgan.
Listen to the full episode now or follow Saxo Market Call on your favorite podcast app:
Equity outlook: The high cost of global fragmentation for US portfolios
Commodity Outlook: Commodities rally despite global uncertainty