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Time to go back to gold?

‧ 10m 51s

Soft US inflation data gave markets another reason to celebrate, lifting equities and bonds as investors pushed back expectations for the next Fed rate hike. AI enthusiasm added to the positive mood, with CoreWeave and Nebius surging after strong revenue growth reinforced confidence in booming AI demand.
But inflation remains above the Fed’s target, oil prices are rising again as tensions around the Strait of Hormuz persist, and US borrowing costs remain structurally elevated. Meanwhile, the AI boom increasingly depends on massive financing arrangements, circular deals and a handful of key players, including OpenAI and Anthropic.
Lingering risks make gold...

Bitcoin Miner offering AI services? | Crypto Talk

‧ 5m 58s

Due to the fact that Bitcoin can't get over 65k, most Bitcoin Miners are pivoting towards AI to offer their compute for higher margins.

00:00 Intro
00:25 Disclaimer
00:29 Preview
00:45 Bitcoin
05:00 Ethereum
05:38 Subscribe & Good bye

#crypto #cryptonews #cryptotrading #swissquote

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What US CPI won’t tell

‧ 10m 28s

Markets are being pulled in opposite directions as oil and technology drive increasingly volatile price action. Crude prices continue to react sharply to every Middle East headline, while technology stocks swing between AI optimism and mounting concerns over massive spending. Strong CoreWeave results helped lift the Korean Kospi nearly 4%, but European markets remain under pressure from higher energy prices.
Meanwhile, all eyes are on US CPI. Softer July inflation could trigger a relief rally across bonds and equities, but today’s data won’t capture the renewed surge in oil prices or mounting chipflation pressures. Add rising US yields, a weaker...

Rising oil weighs on sentiment into US CPI data

‧ 10m 35s

Rising oil prices are making the wait for the next US CPI report increasingly nervous. US crude is consolidating near $82 per barrel after surging more than 6% on Monday, as little progress in US-Iran negotiations keeps supply risks elevated and the Strait of Hormuz remains in focus. Higher oil prices are reviving inflation concerns, pushing global yields higher and complicating the outlook for the Federal Reserve.
In FX, the US dollar remains under pressure as doubts over Fed independence revive the ‘sell America’ trade, while gold benefits from geopolitical uncertainty, rising debt levels and weaker confidence in US assets....

Profits boom, jobs swoon

‧ 11m 36s

Earnings are booming, jobs are swooning – and investors are cheering the combination.
S&P 500 Q2 earnings growth is running at an impressive 50.4%, according to FactSet, with energy and technology leading the charge. Meanwhile, the latest US jobs data pointed to a cooling labour market.
For investors, that’s a pretty sweet mix: strong corporate profits keep the earnings story alive, while weaker economic data supports expectations of a more dovish Fed. Strong earnings, softer jobs and lower rate expectations – just what the market ordered.
This week, eyes are on US CPI update!

Listen to find out more!

Ipek...

Market breadth: what lies beneath the index

‧ 9m 44s

Stock market indices often dominate financial headlines, but do they really tell the full story? In this episode, we explore market breadth — one of the most useful tools for understanding what's happening beneath the surface of a market rally or selloff.
We'll look at why major indices can sometimes paint a misleading picture, how concentration in a handful of large stocks can distort performance, and what investors can do to assess the true health of a market. From equal-weight indices and advance-decline data to moving averages and sector participation, we'll break down the key breadth indicators used by traders....

Making profit when markets fall

‧ 8m 6s

You can take a long position and profit when an asset’s price rises, in the same way you can take a short bet and profit when an asset’s price falls.
In this episode, I explain how shorting works, the difference between traditional short selling and trading instruments such as CFDs and futures, and why shorting is often much simpler than many people think. We also explore the risks and rewards of taking long and short positions, how leverage affects exposure, and why risk management remains essential regardless of market direction.
I also discuss inverse ETFs, the role of short positions...

Corporate bonds: the market’s middle ground

‧ 9m 6s

Corporate bonds sit in the market’s “middle ground”—not as exciting as stocks, not as safe as government debt… but often the most interesting when conditions shift.
In this video, we break down what corporate bonds really are, how they differ from sovereign bonds, and why they can offer a compelling balance between income and risk. From credit spreads to market sentiment, from yield opportunities to recession dynamics—this is your guide to understanding where corporate bonds fit in a portfolio.
We also cover how they compare to stocks, how they behave across market cycles, and the practical ways to invest—whether through...

Oil more popular than Bitcoin? | Crypto Talk

‧ 7m 20s

Can it be that due to the geopolitical tensions oil is more interesting for traders than Bitcoin?

00:00 Intro
00:27 Disclaimer
00:32 Preview
00:41 Bitcoin
02:56 Ethereum
04:56 Uniswap
07:00 Subscribe & Good bye

#crypto #cryptonews #cryptotrading #swissquote

Better BTC treasury? | Crypto Talk

‧ 6m 11s

Is this model a better BTC treasury model?

#crypto #cryptonews #cryptotrading #swissquote

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