🇬🇧 Stay ahead of the markets with Swissquote

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 Swissquote Inspire: explore our articles, analyses, webinars and exclusive content:
https://www.swissquote.com/private/inspire
_____
👉 Discover Swissquote’s culture and join a company that values innovation, diversity and team spirit:
https://www.swissquote.com/en/careers

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 pressure on bonds, equity valuations and financing conditions. Yet not every company is equally vulnerable. Hyperscalers like Alphabet, Microsoft, Meta and Amazon still generate returns on invested capital well above their cost of capital, giving them a substantial...

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 ever-larger frontier models slows. The consequences could also spill into the broader economy, where AI-related investment has become an important source of growth. Add surging energy prices, persistent inflation, geopolitical uncertainty and expensive borrowing, and the timing is...

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. The Federal Reserve and Bank of Japan are expected to raise rates this week, increasing borrowing costs just as concerns about AI-led growth emerge. Technology-heavy markets, including the Kospi, TAIEX and Nasdaq, could remain particularly vulnerable, while higher oil prices...