Today we discuss the key companies reporting in this week's earnings bonanza with Saxo Equity Strategist Ruben Dalfovo, including Meta, Alphabet, Amazon and Microsoft and Apple. We also note Nvidia's big drop on an otherwise positive day for the market - a concerning sign. Next week features several companies of note. Elsewhere, we note everyone rushing to declare a top in the crude oil market because of a classic Economist cover indicator. Really? Finally, a look at the macro and FX space, where the focus is on a strong bout of JPY intervention that sparked significant JPY volatility. This and 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).

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JPY intervention! And, can Economist covers open the Strait of Hormuz?

Saxo Market Call

JPY intervention! And, can Economist covers open the Strait of Hormuz?