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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?

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Ipek Ozkardeskaya has begun her financial career in 2010 in the structured products desk of the Swiss Banque Cantonale Vaudoise. She worked at HSBC Private Bank in Geneva in relation to high and ultra-high net worth clients. In 2012, she started as FX Strategist at Swissquote Bank. She...

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 storm, fuelled by relentless AI optimism, strong semiconductor demand and abundant liquidity.
Investors will be watching the latest growth and inflation figures from today, to assess the Fed’s next move.

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Ipek Ozkardeskaya has begun...

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 to rising borrowing costs, slowing economic activity, geopolitical tensions in the Middle East, and even a potential helium supply shock that could quietly become a bottleneck for the AI revolution.
Is AI creating a permanently stronger...

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 beneath the AI-driven market rally.
In this episode, we explore why a handful of Big Tech companies may be masking deeper economic weakness across global markets, why oil prices remain the key macro variable to watch, and why...