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The U.S jobs report for January shocked markets with 130K new nonfarm jobs, a tick lower unemployment rate, and wages steady at 3.7%. On the surface, it looks strong — but the reality is more nuanced. Most gains came from healthcare, social assistance, and construction, while sectors like federal government and financials lost jobs. Some analysts warn that BLS seasonal adjustments may overstate true growth, which could be closer to 40–50K.
Markets reacted hawkishly — yields and the dollar jumped, equity futures dipped, and AI fears drove further volatility in tech and real estate stocks. But the verdict is not...

The US dollar slid further as December retail sales showed no growth, raising fresh concerns about the strength of American consumers.
Markets are now pricing in earlier Fed easing, with US 2-year yields falling to multi-year lows and the dollar weakening. This shift fuels a rotation from Big Tech to smaller, more domestic-focused stocks. While AI investments remain a major growth driver, rising debt and valuation questions are emerging for the tech giants.
All eyes are on today’s US jobs report. Softer-than-expected numbers could reinforce dovish Fed bets, further supporting equities rotation, while stronger data may delay easing but won’t...

The US dollar started the week on a soft note, giving major currencies and risk assets some breathing room after recent stress in tech and metals. But don’t get too comfortable — concerns around AI spending, lofty valuations and crowded positioning are keeping investors selective rather than fully bullish.
Whether the dollar’s slide continues will hinge on this week’s data. Retail sales today, jobs on Wednesday, and inflation on Friday will either confirm expectations of a more patient Fed — or reverse recent losses, putting pressure back on markets.
For now, a weaker dollar is helping stabilize equities and easing...

The week starts with an energy boost for technology stocks as Sanae Takaichi scores a landslide victory in the weekend elections, meaning that Japan will spend – and it will spend big on defence and technology particularly. So markets are looking to extend Friday’s rebound, the US dollar is under pressure, gold, silver and Bitcoin are better bid. But the fundamental questions around AI and huge spending remain a dark spot amid optimism and limit upside potential

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Ipek Ozkardeskaya has begun her financial career in 2010 in the structured products desk of the Swiss Banque...