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Renewed hopes of a US–Iran breakthrough briefly eased energy concerns before fading, leaving investors facing higher oil prices, persistent inflation risks and mounting European debt stress.
Meanwhile, SpaceX’s strong quarterly results revived enthusiasm for AI, with booming computing revenue highlighting its growing ambitions beyond space. But shooting for the moon comes at a cost: enormous infrastructure investment, rising financing needs and growing credit concerns across smaller competitors.
Meta’s results offer the next test for the broader AI trade. Can advertising growth and new products justify soaring spending? Bigger budgets could support chipmakers while pressuring cash flow. Softer plans could reassure...

European debt concerns, rising energy prices and fragile AI confidence test investors’ nerves. French unrest adds to fiscal and political uncertainty, while attractive Japanese bond yields raise questions about capital returning home and the consequences for global borrowing costs. US technology stocks have bounced, but weak Asian trading, Elice’s disappointing debut and resistance to Nscale’s valuation ambitions suggest investors are becoming more selective. Anthropic’s strong revenue growth offers encouragement, yet the AI spending boom still needs fresh money from paying customers to sustain it. Meanwhile, escalating Middle East tensions keep oil elevated, with Russian diesel supplies offering only limited potential...

Market sentiment remains fragile as hotter US inflation, mixed bank earnings and growing concerns over AI financing test investors’ appetite. CoreWeave’s sharp stock and bond selloff has exposed an uncomfortable question: how long can the AI infrastructure boom rely on external financing before investors demand stronger returns?
Money has moved towards US Treasuries and less technology-heavy stocks, but a slowdown in AI investment could reach far beyond chipmakers and cloud providers, affecting earnings, hiring and economic growth.
This week, tech earnings led by Meta will put those nerves to another test. Strong spending plans could r

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Gold used to follow a simple rule: higher real yields meant lower prices.
Since 2022, that relationship has weakened. Real yields surged, yet gold kept climbing.
What changed? Why did March 2022 become such an important turning point?
And does the old relationship still matter for where gold goes from here?

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Ipek Ozkardeskaya has begun her financial career in 2010 in the structured products desk of the Swiss Banque Cantonale Vaudoise. She worked at HSBC Private Bank in Geneva in relation to high and ultra-high net worth clients. In 2012, she started as FX Strategist...

Another week, another quantum worry for crypto...

00:00 Intro
00:30 Disclaimer
00:34 Preview
00:53 Bitcoin
03:27 Ethereum
07:13 Ripple
08:35 Subscribe & Good bye

#crypto #cryptonews #cryptotrading #swissquote

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Oil rises. Yields climb. And everyone wants another loan. Governments need buyers for their debt. AI giants need billions for chips. But how much can investors digest before asking for a better price?
Technology stocks are still holding up, while the rest of the market looks increasingly uncomfortable. Strong Treasury demand offers only temporary relief, hawkish Fed minutes support the dollar, and France’s debt troubles put Europe’s fragile finances back under scrutiny. Even Germany’s reputation for safety faces questions as borrowing rises and industrial competitiveness weakens.
Meanwhile, the AI financing feast continues. Can future revenues grow fast enough to cover...

Not only is quantum a scare for crypto, now we also have a cryptography scare from AI?!

00:00 Intro
00:27 Disclaimer
00:31 Preview
00:44 Bitcoin
02:53 Ethereum
04:16 Near
06:41 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

Oil rises. Yields climb. And everyone wants another loan. Governments need buyers for their debt. AI giants need billions for chips. But how much can investors digest before asking for a better price?
Technology stocks are still holding up, while the rest of the market looks increasingly uncomfortable. Strong Treasury demand offers only temporary relief, hawkish Fed minutes support the dollar, and France’s debt troubles put Europe’s fragile finances back under scrutiny. Even Germany’s reputation for safety faces questions as borrowing rises and industrial competitiveness weakens.
Meanwhile, the AI financing feast continues. Can future revenues grow fast enough to cover...

Record highs, unresolved risks. The S&P 500 and Nasdaq 100 climbed to fresh records as lower oil prices and easing bond yields offered relief. But crude is rebounding, yields remain elevated, and the underlying pressures have not disappeared.
Yesterday’s US three-year Treasury auction cleared at its highest yield since 2006, with indirect participation below average. Today’s 10-year auction will test whether higher yields can attract investors willing to commit for longer despite inflation, fiscal and interest-rate risks.
Meanwhile, recovering Gulf exports and emergency reserve releases ease immediate supply concerns, but depleted inventories and unresolved tensions leave oil vulnerable to renewed...

US stocks are hovering near record highs, even as Treasury yields climb to levels last seen more than two decades ago. Strong AI demand is keeping growth expectations upbeat—but how much more pressure can technology stocks absorb?
Meanwhile, a Tokyo-based fund’s exit from French government bonds highlights another potential risk: Japanese investors bringing money home. With domestic yields becoming more attractive, repatriation could support the yen, reinforce a carry trade unwind and reduce demand for overseas bonds, and eventually risk assets.

Listen to find out more!

Ipek Ozkardeskaya has begun her financial career in 2010 in the structured products desk...