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Markets kicked off the week on a mixed note. Asian tech stocks followed Wall Street higher on renewed excitement around OpenAI and the race toward AGI, while European equities struggled under the weight of rising energy prices, weak German industrial production and expectations of an ECB rate hike.
The major focus however was the sharp rise in the Japanese yen and the rising risk of a carry unwind. Years of cheap Japanese funding encouraged investors to borrow in yen and pile into higher-yielding assets, pushing classic carry pairs such as AUD/JPY to extreme levels. But today, with the Bank of...

Strong US jobs data, rising oil prices and higher Treasury yields are increasing pressure on global markets — but tech stocks don’t seem to care. The latest US employment report strengthened expectations that the Federal Reserve could raise rates in September, while escalating Middle East tensions keep crude oil prices elevated and inflation risks alive.
Yet AI enthusiasm continues to support tech valuations. OpenAI’s latest model launch boosted sentiment across the sector, with the rally spreading to Asian chipmakers and technology stocks. Meanwhile, bond markets remain under pressure as the US Treasury prepares bigger buybacks and some of the world’s...

Markets are looking for relief as rising oil prices, sticky inflation and mounting debt keep global bond yields under pressure. Attention now turns to the US jobs report. A softer-than-expected print — ideally accompanied by softer wage growth — could give Fed doves more room, pull yields and the dollar lower, and support equity valuations. But strong jobs data could reinforce inflation fears and keep borrowing costs elevated.
Meanwhile, hawkish policy expectations are building across major central banks, from the Fed to the BoJ, while elevated energy prices are creating very different winners and losers across global markets. Energy-heavy indices...

Oil remains the key driver across global markets, but could Venezuela help cool the pressure? The country is preparing to significantly boost production, thanks to US producers invstment. Yet not all oil is created equal. Venezuela’s crude is generally heavier and sourer than many Middle Eastern grades, making it harder and more expensive to transport and refine. So while additional Venezuelan barrels could weigh on global oil prices, they cannot simply replace disrupted Gulf supply.
Meanwhile, elevated energy prices continue to fuel inflation concerns and hawkish central bank expectations. The ECB, BoJ, RBA, BoE and Fed are all facing pressure...

BTC just needs a short breather before the next leg up?

00:00 Intro
00:25 Disclaimer
00:29 Preview
00:40 Bitcoin
04:36 Ethereum
05:08 Solana
05:44 Subscribe & Good bye

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Rising oil prices are once again fueling global inflation fears and pushing bond yields sharply higher, challenging policymakers and investors alike. Global trade tensions are also deepening, and China found itself increasingly isolated at the latest G20 meeting, as concerns over its export-led growth model, industrial subsidies and excess capacity gained broader international support.
In fact, Shein’s unimpressive Hong Kong debut is part of the same story. The changing global trade landscape is putting pressure on the business models of Shein, PDD and Alibaba, while potentially leaving developed economies to deal with deeper cost of living crisis.

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September kicks off on a bearish note as rising oil prices revive inflation concerns, push global bond yields higher and weigh on equity valuations. But markets enter the month with an important cushion: exceptionally strong Q2 earnings on both sides of the Atlantic.
The key question is whether strong earnings can continue to offset rising borrowing costs. European equities still offer a relatively comfortable earnings-yield premium over sovereign bonds, but the picture is tighter in the US, where the S&P 500 earnings yield is now below the US 30-year Treasury yield.
Meanwhile, investors are watching inflation data, increasingly uncomfortable central...

Markets are kicking off the week under pressure as renewed Middle East tensions push oil prices higher, while hawkish central bank expectations add another layer of uncertainty.
Kevin Warsh’s much-awaited Jackson Hole speech boosted expectations of a September Fed rate hike, sending the US dollar and short-term yields higher and weighing on equity appetite. In Europe, accelerating inflation and renewed pressure on energy prices are strengthening expectations that the ECB will continue tightening policy.
Attention now turns to this week’s US jobs data for clues on whether the labour market remains resilient enough to support the Fed hawks. Meanwhile, earnings...

After a tremendous week we can officially say: The bullrun might just be back!

00:00 Intro
00:27 Disclaimer
00:31 Preview
00:42 Bitcoin
04:14 Ethereum
05:01 Solana
05:25 Circle
06:30 Expectations & Good bye

#crypto #cryptonews #cryptotrading #swissquote

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All eyes are on Jackson Hole, where Federal Reserve Chair Kevin Warsh faces one of the trickiest balancing acts of his young tenure.
Inflation remains stubborn, energy prices are rising again and central banks around the world are turning increasingly hawkish. But in the US, the picture is complicated by the Treasury’s push to tame longer-term yields through bigger bond buybacks.
A hawkish Warsh could send short-term yields and the US dollar higher, while potentially anchoring inflation expectations and limiting pressure on the long end. A more cautious or ambiguous message could weaken the dollar, revive selling in longer-dated Treasuries...