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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

Earnings season starts with a bang Jul 15, 2026 620 Earnings season kicked off with a bang, US big banks printed record profit. On the data front, US inflation surprised to the downside in June, giving investors a reason to celebrate as Treasury yields fell and expectations for further Fed tightening eased. But the latest inflation relief could prove short-lived as falling energy prices did most of the heavy lifting, while escalating tensions in th

Rising oil prices spell trouble Jul 14, 2026 622 Oil is back in charge of global markets. A renewed surge in crude prices has reignited inflation fears, pushed global bond yields higher and weighed heavily on equities, with Korean semiconductor stocks leading the selloff before weakness spread to Europe and the US. Even strong sales numbers from TSMC failed to lift sentiment, suggesting investors may now demand earnings that beat not only offici

Earnings vs. Geopolitics Jul 13, 2026 630 This week's earnings season begins against a far more challenging backdrop than investors expected just days ago. While SK Hynix's record US debut highlights the market's relentless appetite for AI, the sharp swings in memory chip stocks are a reminder that semiconductor cycles have not disappeared. Attention now turns to major US banks, ASML and TSMC, where strong earnings are widely expected—but

SK Hynix land in New York Jul 10, 2026 658 Oil prices surrendered this week's geopolitical gains as easing supply concerns and renewed US-Iran talks helped calm the energy markets despite continued disruptions around the Strait of Hormuz. Falling oil prices pushed global bond yields lower and lifted investor sentiment, setting the stage for a record US debut by SK Hynix. Meanwhile, Chinese technology stocks continue to attract investors t

Oil back in the driver’s seat Jul 9, 2026 641 The US resumed strikes on Iran, sanctions tightened again, Tehran threatened retaliation, and crude prices jumped back toward key technical levels. The rebound is reviving inflation fears, pushing bond yields higher and challenging the recent rotation away from energy. Energy is benefiting from geopolitical tensions and renewed supply uncertainty, while Chinese technology stocks are attracting att

Hope for crypto and co? | Crypto Talk Jul 8, 2026 378 Is this a sign of hope for the crypto markets? 00:00 Intro 00:23 Disclaimer 00:28 Preview 00:49 Bitcoin 03:51 Ethereum 05:58 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, webinars and e

Middle East tensions flare up, again Jul 8, 2026 621 Technology stocks remain under pressure despite Samsung's blockbuster earnings, with the semiconductor selloff dragging the Nasdaq 100 below its 50-day moving average for the first time since April. Meanwhile, SpaceX's first day in the Nasdaq 100 was marked by a sharp decline, even as Wall Street unveiled remarkably bullish price targets ranging from $200 to $300 per share—and one bank's valuation

Samsung down despite strong beat Jul 7, 2026 622 Samsung's blockbuster earnings should have reassured investors. Instead, they triggered a 9% selloff that dragged the Kospi sharply lower and reignited concerns that expectations across the AI semiconductor space have become impossible to satisfy. A 19-fold jump in quarterly profit and an earnings beat were simply not enough once the market's whisper numbers had moved even higher. At the same time

SpaceX to enter Nasdaq 100 Jul 6, 2026 640 European stocks are trading near fresh record highs, oil prices remain under pressure and AI enthusiasm continues to overshadow almost everything else. Yet beneath the surface, cracks are beginning to appear. Memory chip prices are squeezing hardware makers, Foxconn's blockbuster sales failed to excite investors, and SpaceX is about to join the Nasdaq 100 despite a valuation and governance structu

Weak US jobs boost investor optimism Jul 3, 2026 633 Artificial intelligence has become the biggest engine of the market rally—but are the first cracks finally starting to appear: Meta's decision to commercialise its AI infrastructure and Oracle's warning that some customers may struggle to pay for the enormous computing capacity they have ordered have raised uncomfortable questions about whether the AI spending boom has gone too far. Chipmakers led

Bad news from Meta, Oracle Jul 2, 2026 621 Artificial intelligence has become the biggest engine of the market rally—but are the first cracks finally starting to appear: Meta's decision to commercialise its AI infrastructure and Oracle's warning that some customers may struggle to pay for the enormous computing capacity they have ordered have raised uncomfortable questions about whether the AI spending boom has gone too far. Chipmakers led

H2 begins with bulls in charge Jul 1, 2026 619 Global markets have entered the second half of the year with remarkable momentum despite months of geopolitical tensions, an energy shock and rising bond yields. AI remains the dominant investment theme, with semiconductor stocks continuing to lead the rally while Big Tech faces growing scrutiny over the returns on massive AI spending. Falling oil prices are helping ease inflation fears just as Fe

BTC struggling with strength | Crypto Talk Jun 30, 2026 368 BTC can barely hold 60k USD, is 50k next? 00:00 Intro 00:27 Disclaimer 00:31 Preview 00:47 Bitcoin 03:27 Ethereum 05:48 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, webinars and excl

Can chips rally without Big Tech? Jun 30, 2026 610 Global stock markets have just wrapped up their strongest quarter in six years, but is the AI rally beginning to lose its foundations? While Nvidia, Micron and other chipmakers continue to surge, the companies funding the AI revolution are coming under growing pressure. Microsoft, Google, Meta and Amazon are all facing investor scrutiny over massive AI spending, rising borrowing costs and uncertai

Oil contained despite weekend’s Mid-East tensions Jun 29, 2026 656 Markets are starting the week on a surprisingly calm footing despite another round of US-Iran attacks over the weekend. Oil prices remain remarkably contained, with strategic reserve releases and continued flows through the Strait of Hormuz helping contain fears of a major supply disruption. But while geopolitics has temporarily taken a back seat, investors are increasingly focusing on a different

From stocks to bonds Jun 26, 2026 618 Technology stocks are under renewed pressure despite another blockbuster earnings report from Micron. While strong AI demand continues to lift memory chip makers, soaring chip prices are now creating problems for the companies that buy them. Apple warned that higher memory costs are forcing significant price increases, raising fears that consumer demand could weaken and profit margins could come u

Micron-backed sugar rush ahead of US data Jun 25, 2026 648 Micron has given technology stocks exactly what they needed: a powerful earnings beat, strong guidance and renewed confidence that AI-driven demand for memory chips and data centres remains robust. The results triggered a rally across semiconductor stocks and lifted broader market sentiment after days of heavy selling. But the real test is still ahead. Investors now turn their attention to the lat

All eyes on Micron earnings! Jun 24, 2026 660 Technology stocks are under pressure as rising bond yields, elevated valuations and growing concerns over AI-related spending challenge one of the strongest market rallies in recent history. The latest selloff has been particularly painful for memory-chip stocks, with Micron, Samsung and SK Hynix at the centre of the storm. After a spectacular AI-driven rally fuelled by booming demand for high-ban

Tech under pressure Jun 23, 2026 572 Europe is catching a bid. Falling oil prices, easing inflation pressures and softer ECB expectations are improving the outlook for European equities just as cracks begin to appear in the technology trade. Concerns about excessive AI spending, rising debt issuance and stretched valuations are resurfacing, prompting investors to reassess whether the world's largest technology companies can generate

Odd peace optimism Jun 22, 2026 621 Markets are starting the week with an odd sense of optimism despite another roller-coaster weekend for Middle East diplomacy. One moment the Strait of Hormuz is open, the next it's closed, then open again, as US-Iran negotiations begin while geopolitical tensions remain elevated. Yet investors continue to focus on the possibility of a breakthrough. Oil briefly rose above $78 per barrel before retr

BTC in the swamp! | Crypto Talk Jun 19, 2026 379 BTC is fighting the bears, but it seems hopeless - or is it? 00:00 Intro 00:29 Disclaimer 00:33 Preview 00:51 Bitcoin 03:09 Anthropic 03:57 Bittensor 05:40 Near & FET 05:59 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

Oil cheapens but US dollar appreciates! Jun 19, 2026 677 Oil prices are falling as the interim US-Iran agreement raises hopes that the worst of the Middle East disruption may be behind us. But the stronger dollar – on hawkish Fed policy - is offsetting part of the benefit from lower oil prices. Because commodities are priced in dollars, a stronger greenback makes energy and raw material imports more expensive for the rest of the world. As a result, mark

How private equity stopped being a billionaires' club | Unlocked Jun 18, 2026 1287 🦄 The biggest tech winners now stay private for more than a decade. That's where most of the value gets created, and until recently it was off-limits to anyone who wasn't already a billionaire. 🎙️ In this episode of UNLOCKED, Andreas Bezner explains how he went from professional graffiti artist to building one of Switzerland's leading pre-IPO fintechs, why "the next NVIDIA" mistake is usually a p

Warsh’s Fed Jun 18, 2026 590 Kevin Warsh's first Fed meeting as Chair delivered a surprise—and not the dovish one markets were hoping for. While the Fed left rates unchanged, the message was unmistakably hawkish. More importantly, Warsh appears determined to reshape the Federal Reserve itself. From questioning forward guidance and refusing to place a dot on the dot plot, to reviewing the Fed's communication strategy, balance

How high is too high? Jun 17, 2026 630 SpaceX has surged to a valuation above $2.6 trillion, making it one of the most valuable companies in the world despite reporting losses and offering no clear profit outlook for this year. The rally is reigniting the bubble debate and raising questions about how far investors are willing to stretch valuations in the search for the next big thing. At the same time, new Fed Chair Kevin Warsh faces h

Risk of including a meme stock to major indices Jun 16, 2026 637 Oil prices are falling, bond yields are easing and investors are rotating back into risk assets – including SpaceX. But beneath the optimism, a new question is emerging: what exactly is – and will be - inside your index? SpaceX's surge to a $2.5 trillion valuation has reignited the debate around speculation, passive investing and index concentration. If included in the Nasdaq 100 today, the compan

Peace at last? Jun 15, 2026 607 Could the 40th peace announcement finally be the one that sticks? Markets are certainly acting as if it might. Reports that the US and Iran have reached an agreement to end the conflict and reopen the Strait of Hormuz sent oil prices sharply lower and boosted risk appetite across global markets. Lower energy prices could ease inflation pressures, soften central bank rhetoric, and provide fresh sup

The SpaceX Liftoff Jun 12, 2026 589 It’s SpaceX Day. Today marks the stock market debut of SpaceX in what has become the largest IPO in history, giving the company a valuation approaching $1.8 trillion and potentially making Elon Musk the world’s first trillionaire. But while investors watch a rocket leave the launchpad, markets back on Earth remain hostage to Middle East headlines. Oil prices continue to swing on every comment rega

Count down to SpaceX IPO begins Jun 11, 2026 689 Rising energy prices, hotter inflation and a tech-led market selloff may leave some space in the headlines to the upcoming SpaceX IPO, the largest in history. With a valuation approaching $1.8 trillion and demand reportedly more than four times oversubscribed, SpaceX is set to become one of the world's most valuable companies from day one. But can the stock live up to the hype? Will we see a massi

Focus on US CPI! Jun 10, 2026 590 Middle East tensions are flaring up again, oil prices remain surprisingly contained below $90 per barrel, but risks remain tilted to the upside. Another rise in oil prices is a threat to global risk appetite at a time major central banks turn hawkish on rising inflation and investors question the parabolic tech rally. So today’s US CPI report could become the next major market catalyst. Could inf

Dip-rushing Jun 9, 2026 610 Technology stocks bounced back as investors once again rushed to buy the dip, brushing aside concerns about valuations, energy risks and signs of strain in the broader economy. The latest rebound suggests that the AI trade remains the dominant force in global markets, with every pullback viewed as another buying opportunity. Meanwhile, hopes of a ceasefire between Iran and Israel helped ease oil p

Tech selloff: a blip or a valuation reset? Jun 8, 2026 680 The AI trade may finally be showing its first real crack. After months of relentless gains, semiconductor and AI stocks came under heavy pressure as stronger-than-expected US jobs data pushed Treasury yields higher, raising questions about the sustainability of sky-high valuations. But rising yields are only part of the story. New reports suggest future AI infrastructure may require less DRAM memo

Middle East, US Jobs & SpaceX Jun 5, 2026 591 Geopolitical tensions, elevated energy prices, rising yields and private credit concerns weigh on some parts of the market, but the tech stocks continue to play in their own league. Broadcom disappointment raised a few questions this week, and tech heavy indices are down today but a part of that is believed to be due to investors taking profits in existing tech positions to free up cash for next w

Bitcoin at critical support! Jun 4, 2026 608 Oil trades a touch below the $100 per barrel. Inflation risks are rising again. Markets are pricing the possibility of Fed rate hikes instead of rate cuts and even tech stocks are not looking cheerful today. While a day moodiness doesn’t mean a sharp correction, the red flags are piling up regarding the stretched tech valuations that defy economic reality. And while the tech valuations stretch, Bi

The bears are back for bitcoin | Crypto Talk Jun 3, 2026 477 After crisis times at Ethereum, the bears are back for Bitcoin! 00:00 Intro 00:24 Disclaimer 00:29 Preview 00:37 Bitcoin 04:55 Ethereum 05:43 Cardano 07:37 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 arti

Gold is the King of Reserves Jun 3, 2026 680 Markets continue to climb despite a growing list of reasons to be cautious. Oil prices are pushing higher, inflation remains sticky on both sides of the Atlantic, central banks are preparing for further tightening, and gold has now overtaken US Treasuries as the largest reserve asset held by central banks. Yet investors seem focused on one thing only: AI. A single comment from Nvidia's Jensen Huan

Ethereum in full crisis mode! | Crypto Talk Jun 2, 2026 528 Ethereum is struggling due to many developers leaving the foundation and the price stagnating... 00:00 Intro 00:25 Disclaimer 00:30 Preview 00:47 Bitcoin 02:53 Ethereum 05:05 Ripple 05:55 Near 08:28 Subscribe & Good bye #crypto #cryptonews #cryptotrading #swissquote _____ 👉 Discover our brand and philosophy: https://www.swissquote.com/en/group _____ 👉 Deepen your trading and investing knowl

Nvidia's new plan! Jun 2, 2026 593 AI continues to dominate markets, pushing the S&P 500 to fresh record highs as investors rush to gain exposure to the next technological revolution. Nvidia's latest AI PC announcement highlights how quickly artificial intelligence is moving from data centres to everyday devices, potentially accelerating adoption across the economy. But beneath the excitement, AI is no longer just a technology tren

How to invest in innovation without falling for the hype | Unlocked Jun 2, 2026 1928 🤖 Everyone wants to find "the next NVIDIA." But most investors had already moved on before NVIDIA itself had finished running. 🎙️ In this episode of UNLOCKED, Evelyne Pflugi explains why impatience destroys more returns than bad stock-picking, how Applied Innovation filters hype from real long-term value creation, and why the companies nobody discusses, photomask makers, energy infrastructure pla

This is Panic Buying Jun 1, 2026 609 Global equities are charging to fresh highs, led by a handful of technology giants, even as inflation remains elevated, yields keep rising, oil hovers near uncomfortable levels and geopolitical tensions refuse to fade. From SoftBank to Samsung, SK Hynix, TSMC and Micron, investors are piling into the AI trade with growing urgency. The most striking signal is South Korea’s volatility index surging

Is this a bubble? Mai 29, 2026 640 Markets continue to climb to fresh record highs, but beneath the surface, warning signs are multiplying. From narrowing market breadth and rising investor leverage to stretched valuations, the signs of excess are becoming harder to ignore. 7 So the million-dollar question keeps coming: is this a bubble? Listen to find out more! Ipek Ozkardeskaya has begun her financial career in 2010 in the st

Stuck in Hormuz Mai 28, 2026 614 Oil prices are rising again, inflation fears are back and the Strait of Hormuz is once again at the centre of global market tensions. Latest twists in US-Iran negotiations are reshaping inflation expectations, Fed rate bets, bond yields and risk appetite across financial markets. But while the broader world economy appears increasingly “stuck in Hormuz,” tech stocks continue sailing through the st

Take a Breadth Mai 27, 2026 627 Big Tech is still carrying global markets higher — but beneath the surface, the picture is becoming far less comfortable. In this episode, we explore the extraordinary rally in AI and semiconductor stocks, Micron’s explosive surge, narrowing market breadth, and why the latest gains in indices like the S&P 500 and Kospi may be masking growing fragilities underneath. We also discuss the risks tied t

Markets swing on Iran news Mai 26, 2026 631 Global markets are entering a dangerous phase where war, sticky inflation and rising debt are colliding at the same time. As the Middle East conflict drags on, oil prices remain a major threat to the inflation outlook just as global central banks are struggling to contain already elevated price pressures. Meanwhile, rising bond yields are tightening financial conditions and exposing the fragility

SpaceX, OpenAI Anthropic: to the Mars? Mai 25, 2026 640 The next IPO wave could become one of the biggest speculative moments in market history. SpaceX, OpenAI and Anthropic are attracting enormous investor excitement as AI and space infrastructure reshape the future economy. But behind the breathtaking valuations lies a much more fragile reality: these companies are burning billions of dollars while betting on technologies that may take years — or dec

Pricing Mars Mai 22, 2026 641 Markets keep climbing as if nothing can go wrong. While oil prices remain volatile, global yields surge, economic data weakens and recession risks build beneath the surface, investors are once again chasing the AI dream. Reports that SpaceX, OpenAI and Anthropic are preparing massive IPOs have reignited the speculative frenzy, even as market breadth deteriorates and companies outside tech struggle

Let's get Physical AI! Mai 21, 2026 620 Nvidia once again crushed expectations, but this time the biggest gains spilled far beyond Nvidia itself. From Samsung to LG Electronics and Hyundai Mobis, investors are increasingly betting that the next phase of AI will move beyond data centres and into the real economy through robotics, autonomous driving and “physical AI.” But beneath the AI euphoria, the macro backdrop is becoming increasingl

Nvidia Day! Mai 20, 2026 650 Geopolitical uncertainties persist, energy prices remain high, global yields rise. Market focus has been shifting from strong Big Tech earnings to rising borrowing costs. It’s in this challenging context that Nvidia goes to the earning confessional today, so even strong results may not reverse the tide. Listen to full episode to find out more! Ipek Ozkardeskaya has begun her financial career i

Reverse Carry Risks Are Back! Mai 19, 2026 666 Japan’s bond yields are rising to levels that were unthinkable just a few years ago, and markets are starting to ask whether the next reverse carry trade is already building beneath the surface. As the Bank of Japan slowly exits decades of ultra-loose monetary policy, higher Japanese yields could encourage investors to bring money home, reducing demand for US Treasuries and tightening global liqui

Global yields surge, markets under pressure! Mai 18, 2026 603 Global yields are soaring as rising inflation due to oil prices force investors to rethink the outlook for central bank policy. While European central bank expectations were already pointing at the possibility of summer rate hikes, the Fed funds futures have now started pricing more than a 50% chance of a December rate hike — a stunning reversal from expectations for multiple cuts earlier this yea

Yield Blind Mai 15, 2026 610 Markets are ending the week in full euphoria mode. The S&P 500 and Nasdaq hit fresh record highs as investors continue piling into AI stocks despite rising inflation, surging bond yields and escalating geopolitical tensions in the Middle East. Oil prices climbed back above $100 per barrel, Japanese yields pushed far beyond levels once considered dangerous for global carry trades, and US consumers

From petro-dollar to tech-yuan Mai 14, 2026 670 As the world slowly decreases exposure to the US dollar and Treasuries, the concept of the “petro-yuan” is gaining momentum, referring to the growing use of China’s currency in oil and other goods trade. In this episode, we dive into how to build exposure to a rising China, the challenges and the opportunities. Listen to find out more! Ipek Ozkardeskaya has begun her financial career in 2010 in

Solana back on top? | Crypto Talk Mai 13, 2026 424 Solana is gaining steam again amongst the bigger investors, will it be back on top this summer? 00:00 Intro 00:30 Disclaimer 00:34 Preview 00:51 Bitcoin 03:44 Ethereum 05:04 Solana 06:43 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 Swi

Borrowed stability Mai 13, 2026 621 US inflation came in hotter than expected, oil prices are back above $100 per barrel, global oil inventories are falling at record speed, and the Middle East war continues to threaten one of the world’s most critical oil routes: the Strait of Hormuz. Bond yields are rising again, rate cuts are fading further into the distance, and consumers are increasingly relying on debt to keep spending alive.

Record high delusion? Mai 12, 2026 594 Markets keep climbing despite rising oil prices, geopolitical tensions and growing inflation risks. The S&P500 and Nasdaq pushed to fresh record highs as stronger-than-expected earnings — especially from AI and energy companies — helped investors look through the Middle East turmoil and higher energy costs. But beneath the surface, the rally is becoming increasingly narrow, with tech and semicondu

A dangerously ignored reality? Mai 11, 2026 666 AI investors now brush aside worsening geopolitical headlines. Despite fading peace hopes in the Middle East, rising oil prices and renewed inflation fears, tech-heavy indices trade to record highs, driven once again by semiconductor and AI-linked stocks. The divergence between tech and the rest of the market is becoming increasingly extreme, with investors seemingly willing to ignore slowing grow

Attention turns to US jobs data as geopolitical headlines flip... again Mai 8, 2026 574 Markets are ending the week on another geopolitical twist as renewed Middle East tensions can’t come to an end! Meanwhile, all eyes now turn to the US jobs report. While employment data remains important, investors are increasingly watching wage growth and inflation signals as central banks grow more concerned about price pressures than slowing labour markets. Can strong jobs and softer wages keep

Too much optimism? Mai 8, 2026 586 Markets erupted in euphoria after headlines suggested that a potential US-Iran peace proposal could help de-escalate tensions in the Middle East. Oil prices plunged from recent highs, the US dollar weakened, yields dropped and equity markets surged to fresh records, with AI and semiconductor stocks once again leading the rally. But is the market getting ahead of itself? Listen to find out more!

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