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US equities rebounded yesterday after early-session weakness, with dip buyers stepping in near key Markets bounced yesterday as Big Tech and software stocks led the charge, while Bitcoin lagged behind, missing the bullish wave. A mix of US data — weak but less negative than expected — supported the rebound, while more hawkish than expected Fed minutes cast a slight shadow.
But even with hawkish Fed minutes, liquidity injections continue to underpin markets, giving investors breathing room. Attention now turns to upcoming US GDP and core PCE releases, which could set the tone for the next leg of the macro...

Polygon can show some strength, thanks to Polymarket. It even beat ETH when it comes to daily fees, but is it enough?

00:00 Intro
00:27 Disclaimer
00:31 Preview
00:47 Bitcoin
04:47 Ethereum
06:11 Polygon
07:37 Subscribe & Good bye

#crypto #cryptonews #cryptotrading #swissquote

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US equities rebounded yesterday after early-session weakness, with dip buyers stepping in near key technical levels. Yet beneath the surface, conviction remains thin, signaling that investors are treading carefully. The AI trade continues to unwind selectively: software names are under pressure, while AI enablers are still digesting concerns over debt-funded investment plans. Bond yields suggest these companies remain “safe,” but swimming against the current bearish tide demands courage.
In Europe, rotation flows are still in play. In the UK, sterling’s weakness supports the internationally exposed FTSE 100, highlighting how currency movements can amplify market trends. Overall, sentiment is stabilizing, but...

US and most Asian markets were closed on Monday, leaving Europe to trade quietly. Yields followed US peers lower, while defence and bank stocks outperformed — a reflection of souring relations with the US.
Meanwhile, risk appetite for tech remains fragile this Tuesday morning. The AI investment race is capital-hungry, and leveraged spending is under the spotlight.
Rising activity in credit derivatives shows the market is hedging what was once considered negligible credit risk. CDS linked to giants like Meta, Microsoft and Alphabet are gaining traction — a clear warning that the balance sheet story is now front and centre....

US inflation delivered some relief last Friday, but falling yields couldn’t cheer up Big Tech stocks. Investors remain uneasy about elevated valuations and the scale — and leverage — of AI spending. Markets are caught between two fears: that AI returns will disappoint, or that AI disruption will go too far, too fast.
While the S&P 500 held flat, the equal-weighted index outperformed, signalling the rotation trade is alive and well. The Magnificent 7 extended losses, showing that Big Tech remains under pressure despite dovish Fed expectations.
This week will be quieter, with US markets closed and China on Lunar...

Wall Street stumbled again as technology stocks led the selloff. The recent rotation is shifting investor focus toward non-tech and non-US markets, with Asian equities outperforming and Europe relatively insulated. But if AI Angst spills over non-tech, the rotation may become less efficient.
Right now, all eyes are now on the US CPI release. A softer-than-expected print could ease rate concerns and stabilize equities before the closing bell, while a stronger figure risks deepening the selloff – a selloff that hits both risky and traditional low-risk assets...

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Ipek Ozkardeskaya has begun her financial career in...

The U.S jobs report for January shocked markets with 130K new nonfarm jobs, a tick lower unemployment rate, and wages steady at 3.7%. On the surface, it looks strong — but the reality is more nuanced. Most gains came from healthcare, social assistance, and construction, while sectors like federal government and financials lost jobs. Some analysts warn that BLS seasonal adjustments may overstate true growth, which could be closer to 40–50K.
Markets reacted hawkishly — yields and the dollar jumped, equity futures dipped, and AI fears drove further volatility in tech and real estate stocks. But the verdict is not...

The US dollar slid further as December retail sales showed no growth, raising fresh concerns about the strength of American consumers.
Markets are now pricing in earlier Fed easing, with US 2-year yields falling to multi-year lows and the dollar weakening. This shift fuels a rotation from Big Tech to smaller, more domestic-focused stocks. While AI investments remain a major growth driver, rising debt and valuation questions are emerging for the tech giants.
All eyes are on today’s US jobs report. Softer-than-expected numbers could reinforce dovish Fed bets, further supporting equities rotation, while stronger data may delay easing but won’t...

The US dollar started the week on a soft note, giving major currencies and risk assets some breathing room after recent stress in tech and metals. But don’t get too comfortable — concerns around AI spending, lofty valuations and crowded positioning are keeping investors selective rather than fully bullish.
Whether the dollar’s slide continues will hinge on this week’s data. Retail sales today, jobs on Wednesday, and inflation on Friday will either confirm expectations of a more patient Fed — or reverse recent losses, putting pressure back on markets.
For now, a weaker dollar is helping stabilize equities and easing...

The week starts with an energy boost for technology stocks as Sanae Takaichi scores a landslide victory in the weekend elections, meaning that Japan will spend – and it will spend big on defence and technology particularly. So markets are looking to extend Friday’s rebound, the US dollar is under pressure, gold, silver and Bitcoin are better bid. But the fundamental questions around AI and huge spending remain a dark spot amid optimism and limit upside potential

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