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Oil prices are soaring, inflation pressures are building and bond yields are flying. Brent crude hit $110 per barrel as Middle East tensions intensified, while US producer inflation accelerated to 5.4%, adding pressure on the Federal Reserve ahead of next week’s policy decision.
Across the Atlantic, the ECB delivered a widely expected 25bp rate hike as Christine Lagarde warned that energy prices are increasing upside risks to inflation. Meanwhile, Donald Trump floated the idea of $5’000 cheques for American adults – a proposal that could potentially cost more than $1 trillion – just as concerns over US debt and fiscal...

Is this another step before a leg up or an actual quantum scare?

00:00 Intro
00:27 Disclaimer
00:31 Preview
00:41 Bitcoin
03:43 Ethereum
05:40 Solana
07:07 Subscribe & Good bye

#crypto #cryptonews #cryptotrading #swissquote

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Rising oil prices continue to fuel inflation fears, pushing global bond yields higher and putting pressure on equities. Even the US Treasury’s announcement to triple the size of today’s 10- to 20-year bond buyback has failed to calm the long end of the yield curve. Scott Bessent says he is “the house now”, but markets are clearly not playing along.
And there is a delicious historical irony. Back in 1992, Bessent was on the other side of the table, working with George Soros as markets forced Britain out of the ERM on Black Wednesday. The lesson then? Fighting fundamentals can...

Brent crude is approaching the psychological $100pb mark as geopolitical tensions and supply disruptions keep energy markets on edge. Falling global oil reserves, disruptions around the Strait of Hormuz and a potential recovery in Chinese crude demand could add further upside pressure to prices.
Higher oil and gas prices are also reviving inflation concerns, pushing bond yields higher and complicating the outlook for central banks.
Meanwhile, technology stocks continue to resist the broader risk-off mood, supported by fresh AI developments and major new partnerships. But the AI story has another side: massive capital spending, rising borrowing requirements, leveraged balance sheets...

Markets kicked off the week on a mixed note. Asian tech stocks followed Wall Street higher on renewed excitement around OpenAI and the race toward AGI, while European equities struggled under the weight of rising energy prices, weak German industrial production and expectations of an ECB rate hike.
The major focus however was the sharp rise in the Japanese yen and the rising risk of a carry unwind. Years of cheap Japanese funding encouraged investors to borrow in yen and pile into higher-yielding assets, pushing classic carry pairs such as AUD/JPY to extreme levels. But today, with the Bank of...

Strong US jobs data, rising oil prices and higher Treasury yields are increasing pressure on global markets — but tech stocks don’t seem to care. The latest US employment report strengthened expectations that the Federal Reserve could raise rates in September, while escalating Middle East tensions keep crude oil prices elevated and inflation risks alive.
Yet AI enthusiasm continues to support tech valuations. OpenAI’s latest model launch boosted sentiment across the sector, with the rally spreading to Asian chipmakers and technology stocks. Meanwhile, bond markets remain under pressure as the US Treasury prepares bigger buybacks and some of the world’s...

Markets are looking for relief as rising oil prices, sticky inflation and mounting debt keep global bond yields under pressure. Attention now turns to the US jobs report. A softer-than-expected print — ideally accompanied by softer wage growth — could give Fed doves more room, pull yields and the dollar lower, and support equity valuations. But strong jobs data could reinforce inflation fears and keep borrowing costs elevated.
Meanwhile, hawkish policy expectations are building across major central banks, from the Fed to the BoJ, while elevated energy prices are creating very different winners and losers across global markets. Energy-heavy indices...

Oil remains the key driver across global markets, but could Venezuela help cool the pressure? The country is preparing to significantly boost production, thanks to US producers invstment. Yet not all oil is created equal. Venezuela’s crude is generally heavier and sourer than many Middle Eastern grades, making it harder and more expensive to transport and refine. So while additional Venezuelan barrels could weigh on global oil prices, they cannot simply replace disrupted Gulf supply.
Meanwhile, elevated energy prices continue to fuel inflation concerns and hawkish central bank expectations. The ECB, BoJ, RBA, BoE and Fed are all facing pressure...

BTC just needs a short breather before the next leg up?

00:00 Intro
00:25 Disclaimer
00:29 Preview
00:40 Bitcoin
04:36 Ethereum
05:08 Solana
05:44 Subscribe & Good bye

#crypto #cryptonews #cryptotrading #swissquote

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Rising oil prices are once again fueling global inflation fears and pushing bond yields sharply higher, challenging policymakers and investors alike. Global trade tensions are also deepening, and China found itself increasingly isolated at the latest G20 meeting, as concerns over its export-led growth model, industrial subsidies and excess capacity gained broader international support.
In fact, Shein’s unimpressive Hong Kong debut is part of the same story. The changing global trade landscape is putting pressure on the business models of Shein, PDD and Alibaba, while potentially leaving developed economies to deal with deeper cost of living crisis.

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