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Global markets are showing clear signs of tech disappetite, as investors rotate away from AI-linked names and into value-oriented pockets of the market. Strong tech earnings no longer impress, the Fed cut hardly makes tech investors smile and against this backdrop, risk-sensitive assets such as Bitcoin have come under pressure, underscoring the broader shift in sentiment.
While the Federal Reserve’s renewed Treasury bill purchases offer liquidity support, markets remain focused on whether AI investment can translate into sustainable end-product revenues. Until that happens, tech disappetite is likely to persist, keeping rotation — rather than outright risk-on — as the dominant...

The S&P 500 edged higher yesterday as investors digested the Fed’s 25bp rate cut. Value stocks benefited from rotation out of tech, which faces challenges beyond borrowing costs — circularity, high debt, and uncertain revenues. Broadcom’s strong results weren’t enough to lift sentiment, as margins and AI profitability concerns weighed on the market. But OpenAI- Disney deal should give a hint on how OpenAI is turning its intelligence into actual dollars!
On the macro front, next week’s US CPI release will be critical to watch, as it could reinforce post-Fed trends or shake market optimism heading into year-end, though it...

The FED has decided, can we return to the Bullrun now?

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00:38 Bitcoin
04:02 Ethereum
05:22 Solana
06:41 Subscribe & Good bye

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The Fed cut rates by 25 bp, but rising dissent and political dynamics are creating uncertainty at the heart of the FOMC. Markets initially cheered, but Oracle’s earnings highlighted heavy AI spending and debt concerns, sending stocks lower.
All eyes now turn to Broadcom’s Q4 FY2025 results, expected to show strong growth in EPS and revenue, driven by AI chips and networking demand, including Google’s TPUs. Can Broadcom keep the tech rally alive, or is caution about to take center stage?

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

The Federal Reserve is expected to deliver a widely anticipated 25bp rate cut today — but the real story is what comes next. Markets may know the headline move, but they have no clarity on how many cuts the Fed sees in 2025, how the dot plot will shift, or whether policymakers are willing to lean dovish in a world where inflation risks refuse to fade.
Global central banks are turning hawkish, yields are pushing higher, and investors are bracing for a message that could make or break sentiment into year-end. Will the Fed validate hopes of easier policy, or...

The fight for Warner Bros. is heating up. Netflix has bid for the studio’s content and streaming assets, while Paramount has countered with an offer for the full company. The outcome could reshape the streaming landscape, determining who controls some of Hollywood’s most valuable franchises.
Meanwhile, IBM is making strategic moves in the AI space, acquiring data-streaming company Confluent to strengthen its software and real-time analytics capabilities, enhancing AI offerings across industries.
Nvidia also made headlines, receiving approval to sell its H200 chips in China, a step that could boost its AI hardware sales, though challenges remain with domestic competitors...

We are entering a key week for markets, with central bank decisions and major earnings reports set to shape investor sentiment. Oracle and Broadcom will release earnings on Wednesday and Thursday, respectively, providing insights into the ongoing impact of AI adoption and cloud expansion. The Fed is widely expected to deliver a 25bp rate cut on Wednesday, while the RBA, BoC, and SNB are likely to maintain their policy rates.
However, there is no guarantee that the Fed’s move will sustain year-end optimism. Any hawkish commentary or signals of caution could quickly temper investor enthusiasm and limit market gains. With...

This week’s market dynamics highlight a striking disconnect: the S&P 500 flirts with all-time highs while underlying economic indicators signal slowing growth, job losses, and rising debt nearing $40 trillion. The US dollar tests critical technical support, Japanese yields climb toward 1.95%, and the Fed’s upcoming policy moves remain under close scrutiny. Tech and AI investments continue to mask deeper macroeconomic vulnerabilities, with AI now contributing significantly to US GDP growth.
In Asia, Moore Threads Technology stole the spotlight with a near 500% surge on its Shanghai debut, reflecting both investor enthusiasm and China’s push for a homegrown AI-GPU ecosystem....

Bitcoin is attempting to go for 100k USD...as the bullish news increase

00:00 Intro
00:23 Disclaimer
00:27 Preview
00:36 Bitcoin
03:24 Ethereum
05:15 Solana
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The US economy lost 32’000 jobs in November — the fourth decline in six months. Small businesses bore the brunt, shedding 120,000 positions, outweighing gains in bigger firms. The 2-year Treasury yield fell below 3.50%, the probability of a December 25bp Fed cut jumped to 90% and the S&P 500 hovered near all-time highs. Because, of course, job losses are just another reason to cheer the dovish Fed expectations.
Japan, on the other hand, decided to show off. A 30-year government bond sale drew the strongest demand since 2019, with yields near 3.40%, sending the Nikkei up 2% — a...