Fed liquidity injections sure help giving a smile!

Show notes

US equities rebounded yesterday after early-session weakness, with dip buyers stepping in near key Markets bounced yesterday as Big Tech and software stocks led the charge, while Bitcoin lagged behind, missing the bullish wave. A mix of US data — weak but less negative than expected — supported the rebound, while more hawkish than expected Fed minutes cast a slight shadow.
But even with hawkish Fed minutes, liquidity injections continue to underpin markets, giving investors breathing room. Attention now turns to upcoming US GDP and core PCE releases, which could set the tone for the next leg of the macro story. On the corporate side, Meta announced plans to deploy millions of Nvidia processors over the coming years, while Amazon shrugged off a reduction in Berkshire Hathaway’s stake, highlighting its AI potential. Crude oil also rebounded amid ongoing geopolitical risks in the Middle East.

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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.