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Fragile market sentiment sets the stage for a crucial week, with Nvidia earnings and Jackson Hole firmly in focus. AI financing concerns are growing as Big Tech spending accelerates, free cash flow comes under pressure and investors become increasingly sensitive to the cost of funding the AI boom. Even stellar Nvidia results may therefore struggle to impress.
Meanwhile, the macroeconomic backdrop remains challenging. Elevated energy prices, stubborn inflation and rapidly growing US debt are keeping pressure on long-term yields. Treasury Secretary Scott Bessent is trying to contain borrowing costs, while Fed Chair Kevin Warsh favours allowing markets to play a...

At the time of this recording, Bitcoin was still in its slow phase, but everything changed a couple of days ago...

00:00 Intro
00:26 Disclaimer
00:30 Preview
00:41 Bitcoin
04:06 Ethereum
06:19 Subscribe & Good bye

#crypto #cryptonews #cryptotrading #swissquote

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Winds are shifting across global markets. The US dollar is losing ground even as Treasury yields and crude oil prices rise – a striking break from traditional market relationships that suggests growing concern around US fiscal policy, debt dynamics and confidence in dollar-denominated assets.
At the same time, rising oil prices and borrowing costs are threatening to overshadow an otherwise strong earnings season and could put increasing pressure on equity valuations. With the VIX still surprisingly low despite significant moves beneath the surface, the risk of a broader market correction is building.
And next week, Nvidia closes the earnings dance....

The US Treasury has just pulled off what looks like a bond coup. By doubling the maximum size of its long-dated debt buybacks, Washington is trying to ease pressure on long-term yields and borrowing costs at a time when US national debt has surged past $40 trillion.
Markets reacted fast: long-term Treasury yields plunged, the US dollar sold off and equities found some relief. But has the Treasury solved the problem – or simply bought time?
What does this strategy means for the US yield curve, the dollar and Fed policy, and why growing refinancing needs could eventually push term...