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Markets are wobbling, Amazon’s $10bn OpenAI deal is raising eyebrows, Oracle’s mystery Michigan backer keeps investors guessing and credit fears are spiking — Oracle’s down 5%, Nvidia 3.8%, and even Amazon barely budged. Could the AI party finally be deflating?
Micron happily beat expectations, proving the memory boom is alive and kicking thanks to AI demand. But it might not be enough to save the year-end rally.
Today, all eyes are on today’s US CPI, the BoE might surprise with a dovish move, and the ECB stays calm. Toss in rising Fed repo operations and a BoJ hike tomorrow, and...

Markets usually cheer bad data — but this time, they hesitated. US jobs figures were weak, yet not weak enough to force a rethink on Fed policy. All eyes now turn to Thursday’s US CPI print — the final piece of the Fed puzzle this week.
Across the Atlantic, the UK economy paints a gloomier picture. Rising unemployment and softer inflation gave the BoE room for a rate cut, but also highlighted an economy cooling faster than policymakers can fix — heading toward a direction where even lower rates may struggle to help.
So, what does yesterday’s data mean for...

Markets started the week on a cautious footing. European and UK equities benefited from rotation flows, while US tech continued to struggle, with the Nasdaq 100 leading declines. Futures are pointing lower again this morning as investors brace for key US jobs and retail sales data — a familiar “good news is bad news” setup as markets try to anticipate the Fed’s next move.

Investors remain cautious, albeit cautiously optimistic that weaker jobs data could reinforce dovish Fed expectations and support risk assets. That said, deteriorating sentiment in the technology sector may complicate the picture.

Listen to find out more!...

Global markets are showing clear signs of tech disappetite, as investors rotate away from AI-linked names and into value-oriented pockets of the market. Strong tech earnings no longer impress, the Fed cut hardly makes tech investors smile and against this backdrop, risk-sensitive assets such as Bitcoin have come under pressure, underscoring the broader shift in sentiment.
While the Federal Reserve’s renewed Treasury bill purchases offer liquidity support, markets remain focused on whether AI investment can translate into sustainable end-product revenues. Until that happens, tech disappetite is likely to persist, keeping rotation — rather than outright risk-on — as the dominant...

The S&P 500 edged higher yesterday as investors digested the Fed’s 25bp rate cut. Value stocks benefited from rotation out of tech, which faces challenges beyond borrowing costs — circularity, high debt, and uncertain revenues. Broadcom’s strong results weren’t enough to lift sentiment, as margins and AI profitability concerns weighed on the market. But OpenAI- Disney deal should give a hint on how OpenAI is turning its intelligence into actual dollars!
On the macro front, next week’s US CPI release will be critical to watch, as it could reinforce post-Fed trends or shake market optimism heading into year-end, though it...

The FED has decided, can we return to the Bullrun now?

00:00 Intro
00:24 Disclaimer
00:29 Preview
00:38 Bitcoin
04:02 Ethereum
05:22 Solana
06:41 Subscribe & Good bye

#crypto #cryptonews #cryptotrading #swissquote

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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?

Listen to find out more!

Ipek Ozkardeskaya has begun her financial career in 2010 in the structured products desk of...

The Federal Reserve is expected to deliver a widely anticipated 25bp rate cut today — but the real story is what comes next. Markets may know the headline move, but they have no clarity on how many cuts the Fed sees in 2025, how the dot plot will shift, or whether policymakers are willing to lean dovish in a world where inflation risks refuse to fade.
Global central banks are turning hawkish, yields are pushing higher, and investors are bracing for a message that could make or break sentiment into year-end. Will the Fed validate hopes of easier policy, or...

The fight for Warner Bros. is heating up. Netflix has bid for the studio’s content and streaming assets, while Paramount has countered with an offer for the full company. The outcome could reshape the streaming landscape, determining who controls some of Hollywood’s most valuable franchises.
Meanwhile, IBM is making strategic moves in the AI space, acquiring data-streaming company Confluent to strengthen its software and real-time analytics capabilities, enhancing AI offerings across industries.
Nvidia also made headlines, receiving approval to sell its H200 chips in China, a step that could boost its AI hardware sales, though challenges remain with domestic competitors...

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...