Odd optimism around the Fed – and what’s next...

Show notes

The Fed cut rates by 25 bp, but rising dissent and political dynamics are creating uncertainty at the heart of the FOMC. Markets initially cheered, but Oracle’s earnings highlighted heavy AI spending and debt concerns, sending stocks lower.
All eyes now turn to Broadcom’s Q4 FY2025 results, expected to show strong growth in EPS and revenue, driven by AI chips and networking demand, including Google’s TPUs. Can Broadcom keep the tech rally alive, or is caution about to take center stage?

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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.