About this episode

The episode discusses the recent surge in semiconductor stocks and macroeconomic factors affecting the market.

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 marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo. Intro music by AShamaluevMusic DISCLAIMERThis 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…

People in this episode

Host: John J. Hardy

Topics covered

• semiconductors
• market analysis
• macro strategy
• FX
• earnings report
• investment trends

Keywords

• semiconductor
• AMD
• SOX index
• yen
• market trends
• earnings
• macro strategy

Mentioned in this episode

Organizations: AMD, Saxo Bank A/S, Saxo Market Call, Saxo Strategy Team

Places: Japan

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