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Tech rebounds, but AI spending worries remain Okt 27, 2026 645 Tech stocks rebound as Anthropic’s IPO filing revives appetite for AI enablers. But investors are still questioning the scale of AI infrastructure spending, rising financing needs, circular deals and whether future revenues will justify the investment. Meta’s fundraising plans and chip suppliers’ interest in buying its shares bring those concerns into focus. Meanwhile, a major website security sca

Big week for Big Oil, Big Tech and central banks | MarketTalk Okt 26, 2026 611 A packed week of central bank decisions, economic data and earnings puts investor confidence to the test. The Fed, ECB and Bank of Japan take centre stage alongside US and eurozone growth figures. Microsoft, Alphabet, Amazon and SK Hynix face scrutiny as investors demand clearer returns on AI spending. Meanwhile, war, high energy prices and European debt concerns complicate the outlook for equitie

Is this it? Is the tech rally over? Okt 23, 2026 642 Strong tech earnings aren’t enough to keep investors on board. AI stocks tumble as concerns about spending, debt and energy constraints overshadow impressive growth. In today’s Swissquote Daily Market Talk, we discuss the technology selloff, demand for US Treasuries, gold’s disappointing reaction and widening French sovereign spreads. We also look at P&G’s defensive appeal and why energy could bec

Tech earnings enthusiasm fails last Okt 22, 2026 657 Strong tech earnings are struggling to fuel lasting market enthusiasm. Elevated oil prices, geopolitical tensions and widening European sovereign yield spreads add to the uncertainty. Carrefour’s profit warning shows that even defensive businesses face risks. As markets digest the news ahead of next week’s earnings, we examine technology’s rebound potential, selective defensive opportunities, Trea

The cost of shooting for the moon Okt 21, 2026 623 Renewed hopes of a US–Iran breakthrough briefly eased energy concerns before fading, leaving investors facing higher oil prices, persistent inflation risks and mounting European debt stress. Meanwhile, SpaceX’s strong quarterly results revived enthusiasm for AI, with booming computing revenue highlighting its growing ambitions beyond space. But shooting for the moon comes at a cost: enormous infr

Bonds, oil & earnings battle for market sentiment Okt 20, 2026 655 European debt concerns, rising energy prices and fragile AI confidence test investors’ nerves. French unrest adds to fiscal and political uncertainty, while attractive Japanese bond yields raise questions about capital returning home and the consequences for global borrowing costs. US technology stocks have bounced, but weak Asian trading, Elice’s disappointing debut and resistance to Nscale’s val

Tech under scrutiny ahead of earnings Okt 19, 2026 625 Market sentiment remains fragile as hotter US inflation, mixed bank earnings and growing concerns over AI financing test investors’ appetite. CoreWeave’s sharp stock and bond selloff has exposed an uncomfortable question: how long can the AI infrastructure boom rely on external financing before investors demand stronger returns? Money has moved towards US Treasuries and less technology-heavy stock

Gold vs yields: what changed? Okt 16, 2026 453 Gold used to follow a simple rule: higher real yields meant lower prices. Since 2022, that relationship has weakened. Real yields surged, yet gold kept climbing. What changed? Why did March 2022 become such an important turning point? And does the old relationship still matter for where gold goes from here? Listen to find out more! Ipek Ozkardeskaya has begun her financial career in 2010 in t

Quantum worry deepens for crypto | Crypto Talk Okt 16, 2026 533 Another week, another quantum worry for crypto... 00:00 Intro 00:30 Disclaimer 00:34 Preview 00:53 Bitcoin 03:27 Ethereum 07:13 Ripple 08:35 Subscribe & Good bye #crypto #cryptonews #cryptotrading #swissquote _____ 👉 Discover our brand and philosophy: https://www.swissquote.com/en/group _____ 👉 Deepen your trading and investing knowledge with Swissquote Inspire: explore our articles, analys

Menu de Saison: inflation & earnings Okt 9, 2026 655 Oil rises. Yields climb. And everyone wants another loan. Governments need buyers for their debt. AI giants need billions for chips. But how much can investors digest before asking for a better price? Technology stocks are still holding up, while the rest of the market looks increasingly uncomfortable. Strong Treasury demand offers only temporary relief, hawkish Fed minutes support the dollar, and

Cryptography scare for crypto? | Crypto Talk Okt 8, 2026 421 Not only is quantum a scare for crypto, now we also have a cryptography scare from AI?! 00:00 Intro 00:27 Disclaimer 00:31 Preview 00:44 Bitcoin 02:53 Ethereum 04:16 Near 06:41 Subscribe & Good bye #crypto #cryptonews #cryptotrading #swissquote _____ 👉 Discover our brand and philosophy: https://www.swissquote.com/en/group _____ 👉 Deepen your trading and investing knowledge with Swissquote Insp

High valuations, uncomfortable questions Okt 8, 2026 653 Oil rises. Yields climb. And everyone wants another loan. Governments need buyers for their debt. AI giants need billions for chips. But how much can investors digest before asking for a better price? Technology stocks are still holding up, while the rest of the market looks increasingly uncomfortable. Strong Treasury demand offers only temporary relief, hawkish Fed minutes support the dollar, and

Record highs defy looming risks Okt 7, 2026 569 Record highs, unresolved risks. The S&P 500 and Nasdaq 100 climbed to fresh records as lower oil prices and easing bond yields offered relief. But crude is rebounding, yields remain elevated, and the underlying pressures have not disappeared. Yesterday’s US three-year Treasury auction cleared at its highest yield since 2006, with indirect participation below average. Today’s 10-year auction will t

Record highs masking risks Okt 6, 2026 569 US stocks are hovering near record highs, even as Treasury yields climb to levels last seen more than two decades ago. Strong AI demand is keeping growth expectations upbeat—but how much more pressure can technology stocks absorb? Meanwhile, a Tokyo-based fund’s exit from French government bonds highlights another potential risk: Japanese investors bringing money home. With domestic yields becomin

NEAR is gearing up! | Crypto Talk Okt 5, 2026 400 After a short crisis, NEAR is getting back up on its feet! 00:00 Intro 00:26 Disclaimer 00:30 Preview 00:44 Bitcoin 02:29 Ethereum 03:50 Solana 04:51 Near 06:20 Subscribe & Good bye #crypto #cryptonews #cryptotrading #swissquote _____ 👉 Discover our brand and philosophy: https://www.swissquote.com/en/group _____ 👉 Deepen your trading and investing knowledge with Swissquote Inspire: explore ou

EURUSD hits 17-month low on deepening euro debt worries Okt 5, 2026 609 Is Europe heading towards another debt crisis? France’s borrowing premium over Germany has surged to levels last seen during the 2011–2012 crisis, while the euro is falling as investors question the country’s fiscal outlook. The bigger risk is contagion. Other eurozone yield spreads are widening, although they remain far below crisis levels. This week’s government debt auctions will test whether i

US yields ease as European debt concerns trigger safety inflows Okt 2, 2026 593 US Treasury yields finally eased, yet the dollar gained sharply as investors looked for shelter on rising concerns about European sovereign debt. France’s widening yield spread over Germany raises uncomfortable questions about fiscal sustainability, political uncertainty and the cost of financing its debt. Higher yields do not automatically make French bonds a bargain: they may simply compensate i

AI fights rising long-term yields Okt 1, 2026 586 Stronger growth, stronger jobs and softer inflation: US data delivered a Goldilocks combination, but investors struggled to celebrate. Treasury yields climbed, with the US 10-year reaching 5.30%, weighing on the S&P 500 while the Nasdaq 100 held positive. Can AI earnings keep offsetting the pressure from rising yields? Micron delivered another strong earnings beat and upbeat revenue guidance, whil

US jobs, growth, inflation data in focus | Sep 30, 2026 650 The AI party is still on, but the foundations are cracking. Oil fell more than 5%, yet long-term US yields kept rising, the dollar strengthened and equities remained under pressure. Weak job openings and consumer confidence offered little comfort as investors grappled with inflation, debt and increasingly expensive borrowing. Attention now turns to US growth, jobs and inflation data. Strong activi

US yields rise on strong growth expectations, not just inflation Sep 29, 2026 634 Oil prices and global yields continue to rise, putting pressure on equity valuations and supporting the US dollar. But beneath the move in US Treasuries, an interesting divergence is emerging. The 10-year breakeven inflation rate remains broadly stable around 2.3%, while real yields have risen sharply. This suggests that resilient US growth, increasingly hawkish Fed expectations and a higher real

Three questions for the Week Ahead! Sep 28, 2026 651 Oil prices and global bond yields are rising again, putting investors in front of some difficult choices. Sovereign yields are becoming increasingly attractive, but structurally higher inflation could push them even further. Meanwhile, the S&P 500 has become materially cheaper despite trading higher, as strong earnings growth has driven significant multiple compression and lifted the forward earni

Can the equity rally withstand rising yields? Sep 25, 2026 621 Rising oil prices and surging global bond yields are testing investors’ appetite for risk, but equities continue to show remarkable resilience. The question is whether the equity rally can withstand higher borrowing costs and what history can tell us. In 2007, US 10-year yields climbed above 5% while the S&P 500 continued to advance — until deteriorating credit conditions and the subprime crisis c

Hawkish Fed expectations rock the market Sep 24, 2026 624 Strong economic data came as bad news for markets. Surprisingly strong PMI figures from the US and Europe highlighted resilient growth, new orders and hiring, while persistent price pressures strengthened the case for further monetary tightening. US Treasury yields jumped across the curve, the dollar strengthened and technology stocks came under pressure as investors reassessed the Fed outlook. In

The reality behind the Silicon Valley dream | Unlocked Sep 23, 2026 2279 🚀 What does it really take to build a startup in Silicon Valley? Oliviero Pinotti went from studying hospitality at EHL to teaching himself how to code, becoming an early engineer at a Y Combinator-backed startup, and eventually making it into Y Combinator himself. Today, he is building Alfera, an AI startup developing AI workers for businesses. 🎙️ In this episode of UNLOCKED, Oliviero takes us b

Lower crude doesn’t mean lower energy costs Sep 23, 2026 622 Oil prices are falling, but the relief across energy markets remains only partial. Diesel prices are surging to record highs as supply disruptions, elevated shipping costs and geopolitical tensions keep refined products under pressure. Meanwhile, Donald Trump has backed the idea of restricting US diesel exports to ease domestic prices — but if only it were that simple. Restricting exports could ti

Oil pullback, Muse AI popularity fuel optimism Sep 22, 2026 568 Oil prices are retreating on Middle East peace hopes, while AI optimism is roaring back as Meta’s Muse AI fuels expectations for a new wave of agent-driven computing demand. The improved mood comes into a relatively quiet week for economic data and events. And if oil prices continue to retreat, the picture could brighten further: easing energy-driven inflation fears could pull global yields lower

How Charlene Cong went from $500 to a 7-Figure Portfolio in 10 Years | Unlocked Sep 22, 2026 2457 What does it really take to reach financial freedom? 💰 Charlene started investing with just $500. A decade later, she had built a seven-figure portfolio and reached the point where she no longer had to rely on her corporate career. Her strategy? Surprisingly simple. 🎙️ In this episode of UNLOCKED, Charlene shares the journey behind her financial independence, from saving up to 50–60% of her inco

FX Intervention: trading the move and what comes after Sep 21, 2026 415 Currency interventions can create some of the most violent moves in FX markets. When authorities step in to defend a currency, crowded positions can unwind rapidly, triggering stop-losses, short squeezes and a surge in volatility. In this educational episode of Market Talk, we explore how FX interventions work, why positioning matters, and how traders can approach both sides of the intervention tr

Encouraging news on AI, oil and the BoJ — but not enough Sep 18, 2026 609 Markets found some relief this week, but the underlying risks are far from resolved. Nvidia revived appetite for AI and semiconductor stocks, yet massive capex requirements, financing needs and shrinking free cash flow remain important concerns. Meanwhile, oil prices eased, and global inventories are falling more slowly than JP Morgan’s earlier “no-resolution” scenario had feared. That buys the wo

Fed hikes, BoJ must follow Sep 17, 2026 618 The Fed delivered a widely expected 25bp rate hike, putting inflation firmly ahead of political pressure for lower interest rates. The decision triggered a hawkish market reaction, with short-term Treasury yields jumping, while the longer end and US equities showed a more contained response. Attention now turns to the Bank of England and Bank of Japan. The BoE faces an increasingly uncomfortable m

CLARITY is denied! | Crypto Talk Sep 16, 2026 447 During the recording it was unclear, but it looks like CLARITY was just denied. 00:00 Intro 00:25 Disclaimer 00:29 Preview 00:44 Bitcoin 04:04 Ethereum 05:09 Solana 05:45 Near 07:07 Subscribe & Good bye #crypto #cryptonews #cryptotrading #swissquote _____ 👉 Discover our brand and philosophy: https://www.swissquote.com/en/group _____ 👉 Deepen your trading and investing knowledge with Swissquo

Fed hike is probably the less-bad option Sep 16, 2026 604 Markets are heading into the Fed decision with a clear message: a 25bp rate hike may actually be the less-bad option. With Fed funds futures overwhelmingly positioned for a hike, a surprise hold could raise uncomfortable questions about inflation credibility — especially as oil prices and Treasury yields move increasingly closely together. Broadly, the US 10-year yield has pushed above 5%, putting

Winners & losers of AI slowdown Sep 15, 2026 657 The AI trade is entering a new phase. Until now, investors worried about valuations, circular financing, soaring capex and whether massive spending on chips and data centres would eventually generate adequate returns. Now, the debate has shifted to the speed of AI development itself. That change is already creating unexpected winners and losers, as investors reconsider who benefits if the race for

What happens if AI growth slows? Sep 14, 2026 600 Oil prices are pushing higher as Middle East tensions intensify, while growing concerns about the pace of AI development are putting the technology trade under pressure. A potential AI slowdown also raises a bigger financial question: who pays for the massive data-centre leases, debt and power commitments accumulated during the AI boom? Meanwhile, central banks add another layer of uncertainty. Th

Oil, yields spike, sentiment weak Sep 11, 2026 643 Oil prices are soaring, inflation pressures are building and bond yields are flying. Brent crude hit $110 per barrel as Middle East tensions intensified, while US producer inflation accelerated to 5.4%, adding pressure on the Federal Reserve ahead of next week’s policy decision. Across the Atlantic, the ECB delivered a widely expected 25bp rate hike as Christine Lagarde warned that energy prices a

Bitcoin slowing down due to quantum fears? | Crypto Talk Sep 10, 2026 448 Is this another step before a leg up or an actual quantum scare? 00:00 Intro 00:27 Disclaimer 00:31 Preview 00:41 Bitcoin 03:43 Ethereum 05:40 Solana 07:07 Subscribe & Good bye #crypto #cryptonews #cryptotrading #swissquote _____ 👉 Discover our brand and philosophy: https://www.swissquote.com/en/group _____ 👉 Deepen your trading and investing knowledge with Swissquote Inspire: explore our art

Who is The House? Sep 10, 2026 616 Rising oil prices continue to fuel inflation fears, pushing global bond yields higher and putting pressure on equities. Even the US Treasury’s announcement to triple the size of today’s 10- to 20-year bond buyback has failed to calm the long end of the yield curve. Scott Bessent says he is “the house now”, but markets are clearly not playing along. And there is a delicious historical irony. Back i

Brent near $100pb weighs on sentiment Sep 10, 2026 643 Brent crude is approaching the psychological $100pb mark as geopolitical tensions and supply disruptions keep energy markets on edge. Falling global oil reserves, disruptions around the Strait of Hormuz and a potential recovery in Chinese crude demand could add further upside pressure to prices. Higher oil and gas prices are also reviving inflation concerns, pushing bond yields higher and complica

Yen carry unwind risks are back! Sep 8, 2026 663 Markets kicked off the week on a mixed note. Asian tech stocks followed Wall Street higher on renewed excitement around OpenAI and the race toward AGI, while European equities struggled under the weight of rising energy prices, weak German industrial production and expectations of an ECB rate hike. The major focus however was the sharp rise in the Japanese yen and the rising risk of a carry unwind

Strong US Jobs, rising oil weigh on sentiment; tech spared… for now Sep 7, 2026 615 Strong US jobs data, rising oil prices and higher Treasury yields are increasing pressure on global markets — but tech stocks don’t seem to care. The latest US employment report strengthened expectations that the Federal Reserve could raise rates in September, while escalating Middle East tensions keep crude oil prices elevated and inflation risks alive. Yet AI enthusiasm continues to support tech

If inflation won’t cool, jobs must Sep 4, 2026 598 Markets are looking for relief as rising oil prices, sticky inflation and mounting debt keep global bond yields under pressure. Attention now turns to the US jobs report. A softer-than-expected print — ideally accompanied by softer wage growth — could give Fed doves more room, pull yields and the dollar lower, and support equity valuations. But strong jobs data could reinforce inflation fears and

Venezuelan oil to the rescue? Sep 3, 2026 600 Oil remains the key driver across global markets, but could Venezuela help cool the pressure? The country is preparing to significantly boost production, thanks to US producers invstment. Yet not all oil is created equal. Venezuela’s crude is generally heavier and sourer than many Middle Eastern grades, making it harder and more expensive to transport and refine. So while additional Venezuelan bar

BTC needs a breather | Crypto Talk Sep 2, 2026 363 BTC just needs a short breather before the next leg up? 00:00 Intro 00:25 Disclaimer 00:29 Preview 00:40 Bitcoin 04:36 Ethereum 05:08 Solana 05:44 Subscribe & Good bye #crypto #cryptonews #cryptotrading #swissquote _____ 👉 Discover our brand and philosophy: https://www.swissquote.com/en/group _____ 👉 Deepen your trading and investing knowledge with Swissquote Inspire: explore our articles, an

The world turns on cheap China: Shein feels it Sep 2, 2026 651 Rising oil prices are once again fueling global inflation fears and pushing bond yields sharply higher, challenging policymakers and investors alike. Global trade tensions are also deepening, and China found itself increasingly isolated at the latest G20 meeting, as concerns over its export-led growth model, industrial subsidies and excess capacity gained broader international support. In fact, Sh

Can equity bulls resist rising yields? Sep 1, 2026 636 September kicks off on a bearish note as rising oil prices revive inflation concerns, push global bond yields higher and weigh on equity valuations. But markets enter the month with an important cushion: exceptionally strong Q2 earnings on both sides of the Atlantic. The key question is whether strong earnings can continue to offset rising borrowing costs. European equities still offer a relativel

Fed hawks are back! Aug 31, 2026 656 Markets are kicking off the week under pressure as renewed Middle East tensions push oil prices higher, while hawkish central bank expectations add another layer of uncertainty. Kevin Warsh’s much-awaited Jackson Hole speech boosted expectations of a September Fed rate hike, sending the US dollar and short-term yields higher and weighing on equity appetite. In Europe, accelerating inflation and re

Bullrun is officially back | Crypto Talk Aug 28, 2026 425 After a tremendous week we can officially say: The bullrun might just be back! 00:00 Intro 00:27 Disclaimer 00:31 Preview 00:42 Bitcoin 04:14 Ethereum 05:01 Solana 05:25 Circle 06:30 Expectations & Good bye #crypto #cryptonews #cryptotrading #swissquote _____ 👉 Discover our brand and philosophy: https://www.swissquote.com/en/group _____ 👉 Deepen your trading and investing knowledge with Swis

Jackson Hole: what’s at stake? Aug 28, 2026 606 All eyes are on Jackson Hole, where Federal Reserve Chair Kevin Warsh faces one of the trickiest balancing acts of his young tenure. Inflation remains stubborn, energy prices are rising again and central banks around the world are turning increasingly hawkish. But in the US, the picture is complicated by the Treasury’s push to tame longer-term yields through bigger bond buybacks. A hawkish Warsh c

Nvidia earnings lift sentiment amid lingering macro risks Aug 27, 2026 605 Nvidia has done it again. Despite sky-high expectations and even higher whisper numbers, the AI giant delivered stronger-than-expected Q2 results, bullish guidance and a powerful message: demand remains enormous, and growth could be even stronger without supply constraints. With Big Tech AI spending approaching extraordinary levels, Nvidia’s dominant share of the GPU market and exceptional margins

Focus on US PCE, Nvidia earnings Aug 26, 2026 568 Markets finally got a little breathing room. Crude oil prices dropped, weak US consumer confidence helped cool hawkish Federal Reserve expectations, Treasury yields eased and equities welcomed the relief. Geopolitics also offered a glimmer of hope, as US diplomatic personnel return to the Gulf and Iran/Oman talks focus on an ‘interim reopening of the Strait of Hormuz’. But the real tests are still

Nice setup for gold,hard commodities Aug 25, 2026 610 Global markets are navigating a complicated mix of geopolitical tensions, rising fiscal risks and renewed volatility in technology stocks. Fresh US sanctions on Iran – and the threat of secondary sanctions – could further strain relations with China, while Washington is considering using Treasury cash to expand bond buybacks and ease pressure on long-term borrowing costs. That may support bonds an

Week Ahead: Nvidia earnings, Jackson Hole Aug 24, 2026 570 Fragile market sentiment sets the stage for a crucial week, with Nvidia earnings and Jackson Hole firmly in focus. AI financing concerns are growing as Big Tech spending accelerates, free cash flow comes under pressure and investors become increasingly sensitive to the cost of funding the AI boom. Even stellar Nvidia results may therefore struggle to impress. Meanwhile, the macroeconomic backdrop

BTC waking up and going strong | Crypto Talk Aug 21, 2026 400 At the time of this recording, Bitcoin was still in its slow phase, but everything changed a couple of days ago... 00:00 Intro 00:26 Disclaimer 00:30 Preview 00:41 Bitcoin 04:06 Ethereum 06:19 Subscribe & Good bye #crypto #cryptonews #cryptotrading #swissquote _____ 👉 Discover our brand and philosophy: https://www.swissquote.com/en/group _____ 👉 Deepen your trading and investing knowledge wi

US dollar, humanoid robots and the VIX Aug 21, 2026 605 Winds are shifting across global markets. The US dollar is losing ground even as Treasury yields and crude oil prices rise – a striking break from traditional market relationships that suggests growing concern around US fiscal policy, debt dynamics and confidence in dollar-denominated assets. At the same time, rising oil prices and borrowing costs are threatening to overshadow an otherwise strong

The Bond Coup Aug 20, 2026 605 The US Treasury has just pulled off what looks like a bond coup. By doubling the maximum size of its long-dated debt buybacks, Washington is trying to ease pressure on long-term yields and borrowing costs at a time when US national debt has surged past $40 trillion. Markets reacted fast: long-term Treasury yields plunged, the US dollar sold off and equities found some relief. But has the Treasury

How expensive are your tech stocks? Aug 19, 2026 634 Rising Middle East tensions are pushing oil prices and global bond yields higher, challenging equity valuations and raising an important question: how expensive are your tech stocks? I compare equity earnings yields with government bond yields across the US and Asia to see where investors are actually being compensated for taking equity risk – and why geographical diversification increasingly mak

Euro: looking past oil volatility Aug 18, 2026 611 Global markets kicked off the week on a softer note, with rising yields and renewed oil volatility weighing on investor sentiment. The US dollar initially extended losses as softer US jobs, inflation and retail sales data tempered expectations for Federal Reserve tightening. But the move reversed as US crude jumped above $85 per barrel, reviving inflation concerns and demand for the greenback. In

Risks rise, but the bull won’t budge Aug 17, 2026 628 Middle East tensions are back in focus as the US-Iran ceasefire nears its end and Israel strikes Lebanon, yet oil prices remain surprisingly calm as Gulf producers find alternative ways to keep crude flowing. Bond markets look more nervous: Japanese, Australian and New Zealand yields are pushing higher, but equities start the week on a positive note. Oil remains a crucial risk: another push higher

Mind the Yields Aug 14, 2026 614 The S&P 500 hit a fresh record high as softer US jobs and inflation data pushed Fed rate hike expectations lower and gave investors another reason to celebrate. Yet inflation remains elevated, July’s improvement was partly driven by falling oil prices, and renewed Middle East tensions could quickly revive energy-driven price pressures. Meanwhile, the bond market is sending a less reassuring signal

Time to go back to gold? Aug 13, 2026 651 Soft US inflation data gave markets another reason to celebrate, lifting equities and bonds as investors pushed back expectations for the next Fed rate hike. AI enthusiasm added to the positive mood, with CoreWeave and Nebius surging after strong revenue growth reinforced confidence in booming AI demand. But inflation remains above the Fed’s target, oil prices are rising again as tensions around

Bitcoin Miner offering AI services? | Crypto Talk Aug 12, 2026 358 Due to the fact that Bitcoin can't get over 65k, most Bitcoin Miners are pivoting towards AI to offer their compute for higher margins. 00:00 Intro 00:25 Disclaimer 00:29 Preview 00:45 Bitcoin 05:00 Ethereum 05:38 Subscribe & Good bye #crypto #cryptonews #cryptotrading #swissquote _____ 👉 Discover our brand and philosophy: https://www.swissquote.com/en/group _____ 👉 Deepen your trading and in

What US CPI won’t tell Aug 12, 2026 628 Markets are being pulled in opposite directions as oil and technology drive increasingly volatile price action. Crude prices continue to react sharply to every Middle East headline, while technology stocks swing between AI optimism and mounting concerns over massive spending. Strong CoreWeave results helped lift the Korean Kospi nearly 4%, but European markets remain under pressure from higher ene

Rising oil weighs on sentiment into US CPI data Aug 11, 2026 635 Rising oil prices are making the wait for the next US CPI report increasingly nervous. US crude is consolidating near $82 per barrel after surging more than 6% on Monday, as little progress in US-Iran negotiations keeps supply risks elevated and the Strait of Hormuz remains in focus. Higher oil prices are reviving inflation concerns, pushing global yields higher and complicating the outlook for th

Profits boom, jobs swoon Aug 10, 2026 696 Earnings are booming, jobs are swooning – and investors are cheering the combination. S&P 500 Q2 earnings growth is running at an impressive 50.4%, according to FactSet, with energy and technology leading the charge. Meanwhile, the latest US jobs data pointed to a cooling labour market. For investors, that’s a pretty sweet mix: strong corporate profits keep the earnings story alive, while weaker e

Market breadth: what lies beneath the index Aug 7, 2026 584 Stock market indices often dominate financial headlines, but do they really tell the full story? In this episode, we explore market breadth — one of the most useful tools for understanding what's happening beneath the surface of a market rally or selloff. We'll look at why major indices can sometimes paint a misleading picture, how concentration in a handful of large stocks can distort performance

Making profit when markets fall Aug 5, 2026 486 You can take a long position and profit when an asset’s price rises, in the same way you can take a short bet and profit when an asset’s price falls. In this episode, I explain how shorting works, the difference between traditional short selling and trading instruments such as CFDs and futures, and why shorting is often much simpler than many people think. We also explore the risks and rewards of

Corporate bonds: the market’s middle ground Aug 3, 2026 546 Corporate bonds sit in the market’s “middle ground”—not as exciting as stocks, not as safe as government debt… but often the most interesting when conditions shift. In this video, we break down what corporate bonds really are, how they differ from sovereign bonds, and why they can offer a compelling balance between income and risk. From credit spreads to market sentiment, from yield opportunities

Oil more popular than Bitcoin? | Crypto Talk Jul 31, 2026 440 Can it be that due to the geopolitical tensions oil is more interesting for traders than Bitcoin? 00:00 Intro 00:27 Disclaimer 00:32 Preview 00:41 Bitcoin 02:56 Ethereum 04:56 Uniswap 07:00 Subscribe & Good bye #crypto #cryptonews #cryptotrading #swissquote _____ 👉 Discover our brand and philosophy: https://www.swissquote.com/en/group _____ 👉 Deepen your trading and investing knowledge with S

Better BTC treasury? | Crypto Talk Jul 29, 2026 371 Is this model a better BTC treasury model? #crypto #cryptonews #cryptotrading #swissquote _____ 👉 Discover our brand and philosophy: https://www.swissquote.com/en/group _____ 👉 Deepen your trading and investing knowledge with Swissquote Inspire: explore our articles, analyses, webinars and exclusive content: https://www.swissquote.com/private/inspire _____ 👉 Discover Swissquote’s culture and jo

When a six-fold profit surge is not enough Jul 29, 2026 646 Big Tech earnings are here—but investors may be looking at AI spending very differently this time. After a brief pause in Middle East tensions, oil prices are rising again, inflation fears are back, and markets are rotating away from the biggest AI winners. SK Hynix delivered record revenue and operating profit, yet its shares plunged after missing lofty expectations and reaffirming aggressive inv

Chip Wreck Jul 28, 2026 634 Oil prices plunged after Donald Trump hinted at a possible deal with Iran, dragging bond yields lower just as the Federal Reserve begins its latest policy meeting. But while falling oil prices offered temporary relief to broader markets, technology investors faced a fresh wave of bad news. China's memory chip giant CXMT made a blockbuster stock market debut, raising fears of lower memory chip pric

China brings a new piece to the chip puzzle Jul 27, 2026 663 Oil prices have pulled back after an unexpectedly calm weekend in the Middle East, giving global markets a breather. But is the relief temporary? This week, investors face a packed calendar with Federal Reserve, Bank of England and Bank of Japan policy decisions, while four of the world's biggest technology companies—Microsoft, Amazon, Meta and Apple—report earnings. Meanwhile, a blockbuster IPO i

The Spender's Dilemma Jul 24, 2026 575 Big Tech's AI spending spree is facing its biggest market test yet. Alphabet's earnings showed that the real issue is no longer revenue growth—it's how much cash companies are burning to stay competitive in the AI race. With free cash flow under pressure and borrowing costs climbing, investors are starting to question whether even the world's largest technology companies can keep financing ever-bi

Google: Strong spending outlook clouds strong earnings Jul 23, 2026 603 Reaction to Alphabet’s earnings is delivering an important message from investors: strong revenue growth is no longer enough if it comes with an even bigger AI bill. Tesla and Alphabet both posted impressive results, but their shares fell as investors focused on soaring AI spending, negative free cash flow at Alphabet and the prospect of funding future investments through debt and equity issuance.

Focus on Big Tech spending plans Jul 22, 2026 623 Chip stocks bounced back as investors returned to the AI trade, but the real challenge is only just beginning. With Alphabet and Tesla kicking off Big Tech earnings season, markets are shifting their focus from AI promises to AI profits. After committing hundreds of billions of dollars to data centres, chips and AI infrastructure, investors now want evidence that these massive investments are gene

Damned if you spend, damned if you don’t Jul 21, 2026 605 Middle East tensions are once again shaking global markets, sending oil prices and bond yields sharply higher just as investors were hoping for a calmer second half of the year. Technology stocks are attempting a rebound, but higher borrowing costs and persistent inflation risks continue to challenge valuations. Meanwhile, Big Tech faces a dilemma: keep investing aggressively in artificial intelli

Chinese Moonshot AI unsettles US tech Jul 20, 2026 639 China's latest AI breakthrough is sending a fresh shockwave through global markets. Chinese startup Moonshot AI unveiled Kimi K3, a model that is challenging the dominance of OpenAI and Anthropic on both performance and price, bringing the uncomfortable question of : could this be the beginning of a major repricing of the AI trade? Listen to find out more! Ipek Ozkardeskaya has begun her financ

Solana pushing for RWAs in Japan | Crypto Talk Jul 18, 2026 319 Solana with a mega partnership in Japan to bring RWAs on chain 00:00 Intro 00:24 Disclaimer 00:28 Preview 00:36 Bitcoin 03:36 Solana 04:59 Subscribe & Good bye #crypto #cryptonews #cryptotrading #swissquote _____ 👉 Discover our brand and philosophy: https://www.swissquote.com/en/group _____ 👉 Deepen your trading and investing knowledge with Swissquote Inspire: explore our articles, analyses,

Tech selloff deepens despite strong earnings Jul 17, 2026 670 Chipmakers are delivering record profits, beating expectations and raising guidance—yet investors are selling first and asking questions later. TSMC's outstanding earnings failed to impress the market, Samsung, SK Hynix and Nvidia are all under pressure despite massive AI investments, telling that the next phase of the AI trade won’t be about AI demand but possible overheating, what it means for t

Rotation - where to? Jul 16, 2026 615 We keep talking about a rotation out of technology—but is that really what's happening? While the biggest AI names, including memory chip makers, are facing profit-taking, capital isn't leaving the AI theme. Instead, it's rotating deeper into the AI ecosystem, benefiting semiconductor equipment makers, data-centre infrastructure providers, networking companies and even banks and industrials financ

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