Busy week starts on bullish note

Show notes

Global markets kick off the week in high spirits as softer-than-expected US inflation revives Fed cut hopes and optimism builds around a possible US–China trade breakthrough. The S&P 500 hit a new record, earnings are coming in strong, and all eyes now turn to Big Tech. Microsoft, Alphabet, Meta, Apple and Amazon are set to report — and their results could decide whether the rally keeps running. Meanwhile, Intel’s rebound story raises questions about politics versus profitability (https://www.cnbc.com/video/2025/10/24/ozkardeskaya-the-real-potential-lies-in-ai-not-just-improving-their-cpu-business.html), European and Japanese stocks break new records. Welcome to a busy week full of earnings, central bank decisions and trade talks!

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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 worked as a Senior Market Analyst in London Capital Group in London and in Shanghai. She returned to Swissquote Bank as Senior Analyst in 2020.