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What US CPI won’t tell

What US CPI won’t tell

10m 28s

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 weighs on sentiment into US CPI data

Rising oil weighs on sentiment into US CPI data

10m 35s

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....

Profits boom, jobs swoon

Profits boom, jobs swoon

11m 36s

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!

Listen to find out more!

Ipek...

Market breadth: what lies beneath the index

Market breadth: what lies beneath the index

9m 44s

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....

Making profit when markets fall

Making profit when markets fall

8m 6s

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...

Corporate bonds: the market’s middle ground

Corporate bonds: the market’s middle ground

9m 6s

Corporate bonds sit in the market’s “middle ground”—not as exciting as stocks, not as safe as government debt… but often the most interesting when conditions shift.
In this video, we break down what corporate bonds really are, how they differ from sovereign bonds, and why they can offer a compelling balance between income and risk. From credit spreads to market sentiment, from yield opportunities to recession dynamics—this is your guide to understanding where corporate bonds fit in a portfolio.
We also cover how they compare to stocks, how they behave across market cycles, and the practical ways to invest—whether through...

Oil more popular than Bitcoin? | Crypto Talk

Oil more popular than Bitcoin? | Crypto Talk

7m 20s

Can it be that due to the geopolitical tensions oil is more interesting for traders than Bitcoin?

00:00 Intro
00:27 Disclaimer
00:32 Preview
00:41 Bitcoin
02:56 Ethereum
04:56 Uniswap
07:00 Subscribe & Good bye

#crypto #cryptonews #cryptotrading #swissquote

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Better BTC treasury? | Crypto Talk

Better BTC treasury? | Crypto Talk

6m 11s

Is this model a better BTC treasury model?

#crypto #cryptonews #cryptotrading #swissquote

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👉 Discover our brand and philosophy:
https://www.swissquote.com/en/group
_____
👉 Deepen your trading and investing knowledge with Swissquote Inspire: explore our articles, analyses, webinars and exclusive content:
https://www.swissquote.com/private/inspire
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👉 Discover Swissquote’s culture and join a company that values innovation, diversity and team spirit:
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When a six-fold profit surge is not enough

When a six-fold profit surge is not enough

10m 46s

Big Tech earnings are here—but investors may be looking at AI spending very differently this time. After a brief pause in Middle East tensions, oil prices are rising again, inflation fears are back, and markets are rotating away from the biggest AI winners. SK Hynix delivered record revenue and operating profit, yet its shares plunged after missing lofty expectations and reaffirming aggressive investment plans. The selloff spilled over to Samsung and the broader semiconductor sector, raising fresh questions about whether investors are still willing to finance the AI spending boom. With Microsoft, Meta, Amazon and Apple all reporting in the...

Chip Wreck

Chip Wreck

10m 34s

Oil prices plunged after Donald Trump hinted at a possible deal with Iran, dragging bond yields lower just as the Federal Reserve begins its latest policy meeting. But while falling oil prices offered temporary relief to broader markets, technology investors faced a fresh wave of bad news. China's memory chip giant CXMT made a blockbuster stock market debut, raising fears of lower memory chip prices and intensifying competition across the semiconductor industry. ASML came under pressure after reports that a Chinese rival has started producing advanced lithography tools, while renewed concerns over circular AI financing weighed heavily on Nvidia and...