Markets rebound on idea that US shutdown could soon end - and Huang’s thirst for more chips

Show notes

Markets are finally taking a breather on hope that the US government shutdown may be nearing an end and on Jensen Huang’s request to TSMC for bigger supplies. On the backstage, SOFR tumbled last week as mountains of cash in money-market funds chase too few Treasuries. S&P and Nasdaq futures bounce and tech stars like TSMC, SK Hynix and SoftBank rebound in Asia. Meanwhile, Chinese inflation surprises, oil returns above $60, and everyone’s eyes are glued to Washington and the earnings calendar. Can risk appetite stick this time? Or will last week’s drama stage a comeback?

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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, and launched her own website ipekScope.com in 2025.