Today, we look at a few things that unfolded late last week in reaction to some of the first big earnings reports of this quarter and preview the week ahead, which is the biggest one for this quarterly earnings cycle. It's a big week ahead for macro as well, as the FOMC, Bank of England and Bank of Japan are all up later this week. This and more on today's pod, which is hosted by Saxo Global Head of Macro Strategy John J. Hardy.

About twice per week (in normal times, hopefully soon to resume), you will find links discussed on the podcast and a chart-of-the-day over at the John J. Hardy substack.

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FOMC, BoJ and Earnings Season peak this week

Saxo Market Call

FOMC, BoJ and Earnings Season peak this week