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US equities surged nearly 3% on renewed hopes that tensions between the US and Iran could ease, lifting investor sentiment across global markets. Oil prices pulled back, the US dollar weakened, and the euro gained as traders reassessed central bank expectations. A more cautious tone from the Federal Reserve, combined with softer US economic data, contrasted with rising inflation pressures in Europe—fueling moves in FX markets.
But is this rally built to last? Much will depend on energy prices and whether geopolitical risks continue to ease or flare up again. With the Strait of Hormuz remaining a key pressure point...

In this episode of UNLOCKED, Cindy Candrian, founder of Delta Labs, joins us to explore the rise of “AI twins”: artificial versions of people designed to better understand how we think, decide and behave.

🎙️ Drawing from her work at the intersection of AI, human behavior and decision-making, she explains why humans are often blind to their own biases, and why AI twins can sometimes predict our actions more accurately than we can ourselves.

📊 We also discuss cognitive bias, overlooked customer segments, and how AI can help businesses move beyond their own perspective to make better decisions, ask better...

Markets are walking a tightrope. A sharp rebound in sovereign bonds suggests investors believe the surge in oil prices will slow global growth enough to limit central bank tightening. But is that a step too far?
While yields pulled back and Fed Chair Jerome Powell struck a relatively balanced tone, inflation—especially in Europe—is far from under control. The ECB is unlikely to sit on its hands, keeping rate hikes firmly in play even as growth risks mount.
Meanwhile, equity rebounds look fragile. Energy stocks are thriving, but the broader market faces rising costs and potential margin compression. Yet earnings expectations...

The escalation in the Middle East continues with US troops coming to the region and Houthis joining the war. Oil prices are up this morning, again, with some calling for $150… even $200 per barrel. But at what cost? Demand destruction, rising recession risks and a potential stagflation shock are all back on the table.
At the same time, central banks are stuck. Inflation could stay higher for longer, even as growth slows — a difficult mix to assess when uncertainties are so high.

Listen to find out more!

Ipek Ozkardeskaya has begun her financial career in 2010 in the...

A ceasefire… of sorts. While Donald Trump extended his self-imposed ceasefire deadline in the Middle East, attacks continue at full speed and traffic through the Strait of Hormuz remains severely limited. Iran’s “gift” to Trump? Allowing 10 oil tankers to pass this week — compared to ~100 in normal times.
Markets are clinging to the hope that the extension keeps immediate escalation off the table, offering fragile relief into the weekend. Oil flows remain constrained, geopolitical tensions persist, and global inflation risks are rising. Investors are left watching carefully: this isn’t peace, and risks persist!

Listen to find out more!...

Crypto also profits from AI domination, this time with Bittensor

00:00 Intro
00:25 Disclaimer
00:29 Preview
00:47 Bitcoin
03:51 Moonpay & Stripe
05:11 Bittensor
05:47 Near
06:11 Ethereum
07:50 Ondo
08:20 Subscribe & Good bye

#crypto #cryptonews #cryptotrading #swissquote

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Markets are already pricing in peace—but is it far too early?
Despite rising geopolitical tensions and Iran’s rejection of the US proposal, equities continue to push higher, with the S&P500 showing surprising resilience. Investors appear eager to move past the conflict, but the reality on the ground tells a different story. Oil prices are climbing again, inflation risks are resurfacing, and central banks may be forced to stay tighter for longer.
At the same time, bond yields are rising, mortgage rates are creeping higher, and the US dollar is regaining strength. Markets are leaning into an optimistic scenario—but what if...

Middle East tensions remain firmly in the driver’s seat—and markets are reacting in real time.
Oil is volatile, equities are cautiously rebounding, and the US dollar continues to push higher. Meanwhile, global growth signals are weakening, inflation pressures are creeping back, and central banks may be forced into a more hawkish stance.
History reminds us that geopolitical shocks can fade—but only if tensions ease. Could oil stabilize? The answer is yes, but the timing remains unknown, and the short term price moves depend on Iran’s response and duration of the war.

Listen to find out more!

Ipek Ozkardeskaya has begun...

Markets are trading like a theatre of the absurd — where one headline can flip everything in seconds.
Within hours, threats of escalation turned into ceasefire hopes, sending oil plunging, equities soaring, and investors scrambling to keep up. But just as quickly, doubts crept back in.
At the center of it all: the TACO trade — the idea that Trump ultimately “chickens out.” It’s worked before. But what happens when the other side doesn’t play along?
With tensions in the Middle East driving energy prices and sentiment, markets are caught between fear of escalation and fear of missing the next...

The narrative is changing hands. What started as a US-driven escalation in the Middle East is now evolving into a more complex standoff, with Iran increasingly shaping expectations. Markets are reacting differently—investors are less sensitive to Trump’s announcements, signaling that the US is no longer fully in control of the story.
Oil prices remain elevated on fears of a prolonged disruption, while rising inflation expectations push central banks toward more hawkish moves. Slower growth and stagflation risks are also being priced in, creating a delicate balancing act for investors.

Listen to find out more!

Ipek Ozkardeskaya has begun her financial...