Earnings season ramps up this week amidst pesky Hormuz Strait headline risk

from Saxo Market Call · host SaxoStrats

Today, a brief look at waking up this week to the latest headline risks from the Hormuz Strait, which have only weakly impacted US equity futures, while European equities are weak out of the gate to star t the week. Elsewhere, we delve into key earnings reports last week from the big US banks, European luxury makers and Netflix and upcoming earnings this week, including Tesla and Intel, all with Saxo Equity Strategist Ruben Dalfovo. Also, a look at confusing incoming US labor market and other data and more data on tap tomorrow, a look at the US dollar's status and more. Today's pod was hosted by Saxo Global Head of Macro Strategy John J. Hardy. Links Ruben's post on Oil, EV batteries and a cheaper Tesla: the next phase of the EV race Thoughtful Money podcast interviews a US freight market expert: early signs of a US manufacturing renaissance? On the Iran War, James E. Thorne says Iran is unraveling, not winning, and discusses the implications of this war. Michael Green has a catch-all post discussing Iran War, taking non-alarmist angle on crude oil outlook, the divergent outlook in the US for Services (negative) relative to manufacturing (positive) and more. (One-off free post option if you haven't subscribed yet) About twice per week, you will also find links discussed on the podcast and a chart-of-the-day over at the John J. Hardy substack. 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.

Episode metadata supplied by the publisher feed · Published Apr 20, 2026

What this episode covers

Today, a brief look at waking up this week to the latest headline risks from the Hormuz Strait, which have only weakly impacted US equity futures, while European equities are weak out of the gate to star t the week. Elsewhere, we delve into key earnings reports last week from the big US banks, European luxury makers and Netflix and upcoming earnings this week, including Tesla and Intel, all with Saxo Equity Strategist Ruben Dalfovo. Also, a look at confusing incoming US labor market and other data and more data on tap tomorrow, a look at the US dollar's status and more. Today's pod was hosted by Saxo Global Head of Macro Strategy John J. Hardy. Links Ruben's post on Oil, EV batteries and a cheaper Tesla: the next phase of the EV race Thoughtful Money podcast interviews a US freight market expert: early signs of a US manufacturing renaissance? On the Iran War, James E. Thorne says Iran is unraveling, not winning, and discusses the implications of this war. Michael Green has a catch-all post discussing Iran War, taking non-alarmist angle on crude oil outlook, the divergent outlook in the US for Services (negative) relative to manufacturing (positive) and more. (One-off free post option if you haven't subscribed yet) About twice per week, you will also find links discussed on the podcast and a chart-of-the-day over at the John J. Hardy substack. 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 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. 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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Earnings season ramps up this week amidst pesky Hormuz Strait headline risk

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