Fed cut is almost certain. The oulook is not.

Show notes

We are entering a key week for markets, with central bank decisions and major earnings reports set to shape investor sentiment. Oracle and Broadcom will release earnings on Wednesday and Thursday, respectively, providing insights into the ongoing impact of AI adoption and cloud expansion. The Fed is widely expected to deliver a 25bp rate cut on Wednesday, while the RBA, BoC, and SNB are likely to maintain their policy rates.
However, there is no guarantee that the Fed’s move will sustain year-end optimism. Any hawkish commentary or signals of caution could quickly temper investor enthusiasm and limit market gains. With both corporate results and central bank guidance in focus, this week promises to test how markets navigate the delicate balance between growth prospects, inflation trends, and policy expectations.

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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.