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Markets are kicking off the week under pressure as renewed Middle East tensions push oil prices higher, while hawkish central bank expectations add another layer of uncertainty.
Kevin Warsh’s much-awaited Jackson Hole speech boosted expectations of a September Fed rate hike, sending the US dollar and short-term yields higher and weighing on equity appetite. In Europe, accelerating inflation and renewed pressure on energy prices are strengthening expectations that the ECB will continue tightening policy.
Attention now turns to this week’s US jobs data for clues on whether the labour market remains resilient enough to support the Fed hawks. Meanwhile, earnings...

After a tremendous week we can officially say: The bullrun might just be back!

00:00 Intro
00:27 Disclaimer
00:31 Preview
00:42 Bitcoin
04:14 Ethereum
05:01 Solana
05:25 Circle
06:30 Expectations & Good bye

#crypto #cryptonews #cryptotrading #swissquote

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All eyes are on Jackson Hole, where Federal Reserve Chair Kevin Warsh faces one of the trickiest balancing acts of his young tenure.
Inflation remains stubborn, energy prices are rising again and central banks around the world are turning increasingly hawkish. But in the US, the picture is complicated by the Treasury’s push to tame longer-term yields through bigger bond buybacks.
A hawkish Warsh could send short-term yields and the US dollar higher, while potentially anchoring inflation expectations and limiting pressure on the long end. A more cautious or ambiguous message could weaken the dollar, revive selling in longer-dated Treasuries...

Nvidia has done it again. Despite sky-high expectations and even higher whisper numbers, the AI giant delivered stronger-than-expected Q2 results, bullish guidance and a powerful message: demand remains enormous, and growth could be even stronger without supply constraints.
With Big Tech AI spending approaching extraordinary levels, Nvidia’s dominant share of the GPU market and exceptional margins continue to support the earnings story – and make its valuation look surprisingly reasonable given its growth.
But risks haven’t disappeared. Rising memory-chip prices, growing Big Tech leverage and higher global yields could limit the upside.
Beyond Nvidia, sticky inflation across the US, Europe...

Markets finally got a little breathing room. Crude oil prices dropped, weak US consumer confidence helped cool hawkish Federal Reserve expectations, Treasury yields eased and equities welcomed the relief.
Geopolitics also offered a glimmer of hope, as US diplomatic personnel return to the Gulf and Iran/Oman talks focus on an ‘interim reopening of the Strait of Hormuz’. But the real tests are still ahead.
Today’s US PCE inflation report will show whether sticky price pressures are giving the Fed any room to soften its stance. Then all eyes turn to Nvidia after the bell. Expectations are sky-high, meaning strong numbers...

Global markets are navigating a complicated mix of geopolitical tensions, rising fiscal risks and renewed volatility in technology stocks.
Fresh US sanctions on Iran – and the threat of secondary sanctions – could further strain relations with China, while Washington is considering using Treasury cash to expand bond buybacks and ease pressure on long-term borrowing costs. That may support bonds and equity valuations in the short run, but could also complicate the Federal Reserve’s inflation fight.
Meanwhile, investors are increasingly turning toward hard assets. Gold is pushing higher as a hedge against fiscal, inflation and geopolitical risks, while copper remains...

Fragile market sentiment sets the stage for a crucial week, with Nvidia earnings and Jackson Hole firmly in focus. AI financing concerns are growing as Big Tech spending accelerates, free cash flow comes under pressure and investors become increasingly sensitive to the cost of funding the AI boom. Even stellar Nvidia results may therefore struggle to impress.
Meanwhile, the macroeconomic backdrop remains challenging. Elevated energy prices, stubborn inflation and rapidly growing US debt are keeping pressure on long-term yields. Treasury Secretary Scott Bessent is trying to contain borrowing costs, while Fed Chair Kevin Warsh favours allowing markets to play a...

At the time of this recording, Bitcoin was still in its slow phase, but everything changed a couple of days ago...

00:00 Intro
00:26 Disclaimer
00:30 Preview
00:41 Bitcoin
04:06 Ethereum
06:19 Subscribe & Good bye

#crypto #cryptonews #cryptotrading #swissquote

_____
👉 Discover our brand and philosophy:
https://www.swissquote.com/en/group
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Winds are shifting across global markets. The US dollar is losing ground even as Treasury yields and crude oil prices rise – a striking break from traditional market relationships that suggests growing concern around US fiscal policy, debt dynamics and confidence in dollar-denominated assets.
At the same time, rising oil prices and borrowing costs are threatening to overshadow an otherwise strong earnings season and could put increasing pressure on equity valuations. With the VIX still surprisingly low despite significant moves beneath the surface, the risk of a broader market correction is building.
And next week, Nvidia closes the earnings dance....

The US Treasury has just pulled off what looks like a bond coup. By doubling the maximum size of its long-dated debt buybacks, Washington is trying to ease pressure on long-term yields and borrowing costs at a time when US national debt has surged past $40 trillion.
Markets reacted fast: long-term Treasury yields plunged, the US dollar sold off and equities found some relief. But has the Treasury solved the problem – or simply bought time?
What does this strategy means for the US yield curve, the dollar and Fed policy, and why growing refinancing needs could eventually push term...