All episodes

SK Hynix land in New York

SK Hynix land in New York

10m 58s

Oil prices surrendered this week's geopolitical gains as easing supply concerns and renewed US-Iran talks helped calm the energy markets despite continued disruptions around the Strait of Hormuz. Falling oil prices pushed global bond yields lower and lifted investor sentiment, setting the stage for a record US debut by SK Hynix.
Meanwhile, Chinese technology stocks continue to attract investors thanks to compelling valuations, growing AI ambitions and expectations of stronger government support.
Looking ahead, attention shifts to the start of the US earnings season, where headline earnings growth is expected to be driven overwhelmingly by the energy and technology sectors....

Oil back in the driver’s seat

Oil back in the driver’s seat

10m 41s

The US resumed strikes on Iran, sanctions tightened again, Tehran threatened retaliation, and crude prices jumped back toward key technical levels. The rebound is reviving inflation fears, pushing bond yields higher and challenging the recent rotation away from energy.
Energy is benefiting from geopolitical tensions and renewed supply uncertainty, while Chinese technology stocks are attracting attention thanks to massive government support for AI infrastructure and valuations that remain a fraction of those seen in the US.

Listen to find out more!

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

Hope for crypto and co? | Crypto Talk

Hope for crypto and co? | Crypto Talk

6m 18s

Is this a sign of hope for the crypto markets?

00:00 Intro
00:23 Disclaimer
00:28 Preview
00:49 Bitcoin
03:51 Ethereum
05:58 Subscribe & Good bye

#crypto #cryptonews #cryptotrading #swissquote

_____
👉 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
_____
👉 Discover Swissquote’s culture and join a company that values innovation, diversity and team spirit:
https://www.swissquote.com/en/careers

Middle East tensions flare up, again

Middle East tensions flare up, again

10m 21s

Technology stocks remain under pressure despite Samsung's blockbuster earnings, with the semiconductor selloff dragging the Nasdaq 100 below its 50-day moving average for the first time since April. Meanwhile, SpaceX's first day in the Nasdaq 100 was marked by a sharp decline, even as Wall Street unveiled remarkably bullish price targets ranging from $200 to $300 per share—and one bank's valuation range stretching from $75 to $600.
At the same time, renewed tensions in the Middle East are pushing oil prices and bond yields higher, threatening to reverse the recent easing in inflation expectations. Could geopolitics derail the rotation out...

Samsung down despite strong beat

Samsung down despite strong beat

10m 22s

Samsung's blockbuster earnings should have reassured investors. Instead, they triggered a 9% selloff that dragged the Kospi sharply lower and reignited concerns that expectations across the AI semiconductor space have become impossible to satisfy. A 19-fold jump in quarterly profit and an earnings beat were simply not enough once the market's whisper numbers had moved even higher.
At the same time, oil markets are facing two opposing forces. Fresh attacks in the Strait of Hormuz are reviving geopolitical risk, while Saudi Arabia's deep price cuts for Asian buyers and abundant crude supply continue to weigh on prices. Which story wins...

SpaceX to enter Nasdaq 100

SpaceX to enter Nasdaq 100

10m 40s

European stocks are trading near fresh record highs, oil prices remain under pressure and AI enthusiasm continues to overshadow almost everything else. Yet beneath the surface, cracks are beginning to appear. Memory chip prices are squeezing hardware makers, Foxconn's blockbuster sales failed to excite investors, and SpaceX is about to join the Nasdaq 100 despite a valuation and governance structure that continue to divide Wall Street.
At the same time, the Federal Reserve remains hawkish, the US dollar is strengthening, and Japan's bond yields are quietly climbing to levels that were once considered capable of triggering a reverse carry trade....

Weak US jobs boost investor optimism

Weak US jobs boost investor optimism

10m 33s

Artificial intelligence has become the biggest engine of the market rally—but are the first cracks finally starting to appear: Meta's decision to commercialise its AI infrastructure and Oracle's warning that some customers may struggle to pay for the enormous computing capacity they have ordered have raised uncomfortable questions about whether the AI spending boom has gone too far. Chipmakers led a sharp selloff as investors began to wonder whether Big Tech could eventually slow its spending. Meanwhile, softer euro area inflation, lower oil prices and fresh comments from central bankers in Sintra provided a more reassuring macro backdrop. All eyes...

Bad news from Meta, Oracle

Bad news from Meta, Oracle

10m 21s

Artificial intelligence has become the biggest engine of the market rally—but are the first cracks finally starting to appear: Meta's decision to commercialise its AI infrastructure and Oracle's warning that some customers may struggle to pay for the enormous computing capacity they have ordered have raised uncomfortable questions about whether the AI spending boom has gone too far. Chipmakers led a sharp selloff as investors began to wonder whether Big Tech could eventually slow its spending. Meanwhile, softer euro area inflation, lower oil prices and fresh comments from central bankers in Sintra provided a more reassuring macro backdrop. All eyes...

H2 begins with bulls in charge

H2 begins with bulls in charge

10m 19s

Global markets have entered the second half of the year with remarkable momentum despite months of geopolitical tensions, an energy shock and rising bond yields. AI remains the dominant investment theme, with semiconductor stocks continuing to lead the rally while Big Tech faces growing scrutiny over the returns on massive AI spending.
Falling oil prices are helping ease inflation fears just as Fed Chair Kevin Warsh reinforces the Federal Reserve's renewed focus on price stability. Higher yields could challenge equity valuations, but strong earnings expectations and abundant liquidity continue to support risk appetite.
Meanwhile, the US dollar is regaining strength...

BTC struggling with strength | Crypto Talk

BTC struggling with strength | Crypto Talk

6m 8s

BTC can barely hold 60k USD, is 50k next?

00:00 Intro
00:27 Disclaimer
00:31 Preview
00:47 Bitcoin
03:27 Ethereum
05:48 Subscribe & Good bye

#crypto #cryptonews #cryptotrading #swissquote

_____
👉 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
_____
👉 Discover Swissquote’s culture and join a company that values innovation, diversity and team spirit:
https://www.swissquote.com/en/careers