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Global markets kicked off the week on a softer note, with rising yields and renewed oil volatility weighing on investor sentiment. The US dollar initially extended losses as softer US jobs, inflation and retail sales data tempered expectations for Federal Reserve tightening. But the move reversed as US crude jumped above $85 per barrel, reviving inflation concerns and demand for the greenback.
In FX, USDJPY is pushing back toward the critical 160 level despite growing pressure on the Bank of Japan to address persistent yen weakness. Meanwhile, the outlook for EURUSD is becoming more constructive as the pair breaks out...

Middle East tensions are back in focus as the US-Iran ceasefire nears its end and Israel strikes Lebanon, yet oil prices remain surprisingly calm as Gulf producers find alternative ways to keep crude flowing. Bond markets look more nervous: Japanese, Australian and New Zealand yields are pushing higher, but equities start the week on a positive note.
Oil remains a crucial risk: another push higher could revive inflation fears, lift yields and challenge the rally. But as long as the latter is contained, the strong Q2 earnings, particularly from energy companies and banks, will likely continue to support risk appetite...

The S&P 500 hit a fresh record high as softer US jobs and inflation data pushed Fed rate hike expectations lower and gave investors another reason to celebrate. Yet inflation remains elevated, July’s improvement was partly driven by falling oil prices, and renewed Middle East tensions could quickly revive energy-driven price pressures.
Meanwhile, the bond market is sending a less reassuring signal. Long-term US borrowing costs remain high (and rising) as investors grapple with rising debt, geopolitical uncertainty and shifting global capital flows. Higher Japanese yields add another layer of risk.
Still, strong corporate earnings, booming AI investment and robust...

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...

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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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 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....

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!

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Ipek...

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....

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...