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Oil rises. Yields climb. And everyone wants another loan. Governments need buyers for their debt. AI giants need billions for chips. But how much can investors digest before asking for a better price?
Technology stocks are still holding up, while the rest of the market looks increasingly uncomfortable. Strong Treasury demand offers only temporary relief, hawkish Fed minutes support the dollar, and France’s debt troubles put Europe’s fragile finances back under scrutiny. Even Germany’s reputation for safety faces questions as borrowing rises and industrial competitiveness weakens.
Meanwhile, the AI financing feast continues. Can future revenues grow fast enough to cover...

Not only is quantum a scare for crypto, now we also have a cryptography scare from AI?!

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Oil rises. Yields climb. And everyone wants another loan. Governments need buyers for their debt. AI giants need billions for chips. But how much can investors digest before asking for a better price?
Technology stocks are still holding up, while the rest of the market looks increasingly uncomfortable. Strong Treasury demand offers only temporary relief, hawkish Fed minutes support the dollar, and France’s debt troubles put Europe’s fragile finances back under scrutiny. Even Germany’s reputation for safety faces questions as borrowing rises and industrial competitiveness weakens.
Meanwhile, the AI financing feast continues. Can future revenues grow fast enough to cover...

Record highs, unresolved risks. The S&P 500 and Nasdaq 100 climbed to fresh records as lower oil prices and easing bond yields offered relief. But crude is rebounding, yields remain elevated, and the underlying pressures have not disappeared.
Yesterday’s US three-year Treasury auction cleared at its highest yield since 2006, with indirect participation below average. Today’s 10-year auction will test whether higher yields can attract investors willing to commit for longer despite inflation, fiscal and interest-rate risks.
Meanwhile, recovering Gulf exports and emergency reserve releases ease immediate supply concerns, but depleted inventories and unresolved tensions leave oil vulnerable to renewed...

US stocks are hovering near record highs, even as Treasury yields climb to levels last seen more than two decades ago. Strong AI demand is keeping growth expectations upbeat—but how much more pressure can technology stocks absorb?
Meanwhile, a Tokyo-based fund’s exit from French government bonds highlights another potential risk: Japanese investors bringing money home. With domestic yields becoming more attractive, repatriation could support the yen, reinforce a carry trade unwind and reduce demand for overseas bonds, and eventually risk assets.

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

After a short crisis, NEAR is getting back up on its feet!

00:00 Intro
00:26 Disclaimer
00:30 Preview
00:44 Bitcoin
02:29 Ethereum
03:50 Solana
04:51 Near
06:20 Subscribe & Good bye

#crypto #cryptonews #cryptotrading #swissquote

_____
👉 Discover our brand and philosophy:
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_____
👉 Deepen your trading and investing knowledge with Swissquote Inspire: explore our articles, analyses, webinars and exclusive content:
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_____
👉 Discover Swissquote’s culture and join a company that values innovation, diversity and team spirit:
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Is Europe heading towards another debt crisis? France’s borrowing premium over Germany has surged to levels last seen during the 2011–2012 crisis, while the euro is falling as investors question the country’s fiscal outlook.
The bigger risk is contagion. Other eurozone yield spreads are widening, although they remain far below crisis levels. This week’s government debt auctions will test whether investor appetite remains healthy outside France or whether the nervousness is spreading.

Listen to find out more!

Ipek Ozkardeskaya has begun her financial career in 2010 in the structured products desk of the Swiss Banque Cantonale Vaudoise. She worked at...

US Treasury yields finally eased, yet the dollar gained sharply as investors looked for shelter on rising concerns about European sovereign debt. France’s widening yield spread over Germany raises uncomfortable questions about fiscal sustainability, political uncertainty and the cost of financing its debt.
Higher yields do not automatically make French bonds a bargain: they may simply compensate investors for greater risk. Is France the new Greece? The comparison has limits, but the confidence spiral is familiar. And the implications extend beyond bonds, weighing on the euro and European equities while potentially supporting US assets.
Later today, US payrolls remain a...

Stronger growth, stronger jobs and softer inflation: US data delivered a Goldilocks combination, but investors struggled to celebrate. Treasury yields climbed, with the US 10-year reaching 5.30%, weighing on the S&P 500 while the Nasdaq 100 held positive.
Can AI earnings keep offsetting the pressure from rising yields? Micron delivered another strong earnings beat and upbeat revenue guidance, while HPE raised its networking growth outlook and announced a $1.2bn order from Vultr. Meanwhile, an FTC investigation into OpenAI and Anthropic adds another risk to the AI story.
Across Europe, accelerating inflation strengthens expectations of further ECB tightening, yet the euro...

The AI party is still on, but the foundations are cracking. Oil fell more than 5%, yet long-term US yields kept rising, the dollar strengthened and equities remained under pressure. Weak job openings and consumer confidence offered little comfort as investors grappled with inflation, debt and increasingly expensive borrowing.
Attention now turns to US growth, jobs and inflation data. Strong activity could reinforce Fed hike expectations; weaker activity with stubborn inflation would leave markets facing a much less comfortable combination.
Then comes Micron. Expectations are enormous, and a strong earnings beat may not be enough: guidance must convince investors that...