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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 renewed pressure on energy prices are strengthening expectations that the ECB will continue tightening policy.
Attention now turns to this week’s US jobs data for clues on whether the labour market remains resilient enough to support the Fed hawks. Meanwhile, earnings...

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

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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 could send short-term yields and the US dollar higher, while potentially anchoring inflation expectations and limiting pressure on the long end. A more cautious or ambiguous message could weaken the dollar, revive selling in longer-dated Treasuries...

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 continue to support the earnings story – and make its valuation look surprisingly reasonable given its growth.
But risks haven’t disappeared. Rising memory-chip prices, growing Big Tech leverage and higher global yields could limit the upside.
Beyond Nvidia, sticky inflation across the US, Europe...