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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
07:05 Subscribe & Good bye

#crypto #cryptonews #cryptotrading #swissquote

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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...

Bitcoin, USDJPY, JGBs — these three are setting the tone for risk appetite this week. Japanese yields are climbing, the yen is stirring, and the era of easy liquidity from Japan may be ending. How far can global markets really go when the ceiling is set in Tokyo?
Nvidia tried to push higher yesterday, but Amazon’s entry into AI hardware with its Trainium 3 chip reminded everyone that the AI game isn’t free. Even tech giants built on “capital-light” models are seeing margins tested as chips and data centers eat into cash flow.
Markets are watching the BoJ, the Fed,...

Markets rebounded cautiously today after a volatile start to the month. Japanese government bond yields surged to multi-decade highs following hints from BoJ Governor Ueda of a potential rate hike, triggering declines in equities and Bitcoin, while gold and silver advanced. The 10-year JGB auction performed well, stabilizing the bond market, while US 10-year yields remain near 4% and the USDJPY is recovering.
Bitcoin is testing key support near $83K, and US economic data indicate ongoing weakness, with factory activity and orders contracting and employment softening. Holiday retail sales rose largely due to inflation. In technology, Nvidia’s $2bn investment in...

Markets returned from the Thanksgiving break in a cautious mood, but attention quickly shifted to developments in Japan. Bank of Japan Governor Kazuo Ueda indicated that the central bank is evaluating the potential adjustment of policy rates, emphasizing that any change would constitute a modification to the current degree of easing.
The announcement triggered immediate market reactions. The Nikkei 225 declined nearly 2%, while the Japanese and US government bond yield jumped.
Global risk sentiment also softened: Bitcoin declined nearly 5%, and European and US futures opened lower. Market participants are now closely watching forthcoming economic data and central bank...

Is the cat bouncing towards an ATH or just luring us into a bear trap?

00:00 Intro
00:224 Disclaimer
00:29 Preview
00:39 Bitcoin
03:58 Ethereum
04:28 Blackrock
05:28 Charts
07:37 Subscribe & Good bye

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With the US on holiday, market activity has slowed, leaving investors to digest a strong month of earnings. The S&P 500 delivered 13.4% growth, led by healthcare, financials, consumer discretionary, and technology. Big Tech, including Nvidia, posted better-than-expected results, but concerns over cash flow, inventories and AI deal circularity weighed on sentiment.
The Fed’s recent dovish signals helped stabilize markets, pushing rate-cut expectations higher and supporting a tech-led rally. European and Asian markets have been mostly quiet, with mixed results in tech and limited upside.
Uncertainty remains high around AI valuations, Fed policy and global macro conditions. A Santa rally...

Markets remained calm ahead of Thanksgiving, with US equities extending gains and yields continuing to decline. The 2-year Treasury yield, which reflects expectations for December Fed policy, fell to 3.45%, pricing in a 25bp rate cut with more than 80% probability. Adding to dovish sentiment, Kevin Hassett has emerged as a potential next Fed Chair. Known for his pro-deregulation stance and crypto-friendly approach, Hassett could steer the Fed toward lower rates and a lighter regulatory touch, with markets expecting 2–4 additional cuts in 2026 following the anticipated December move.

However, lower Fed rates do not guarantee lower market yields. If...