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Fragile market sentiment sets the stage for a crucial week, with Nvidia earnings and Jackson Hole firmly in focus. AI financing concerns are growing as Big Tech spending accelerates, free cash flow comes under pressure and investors become increasingly sensitive to the cost of funding the AI boom. Even stellar Nvidia results may therefore struggle to impress.
Meanwhile, the macroeconomic backdrop remains challenging. Elevated energy prices, stubborn inflation and rapidly growing US debt are keeping pressure on long-term yields. Treasury Secretary Scott Bessent is trying to contain borrowing costs, while Fed Chair Kevin Warsh favours allowing markets to play a...

At the time of this recording, Bitcoin was still in its slow phase, but everything changed a couple of days ago...

00:00 Intro
00:26 Disclaimer
00:30 Preview
00:41 Bitcoin
04:06 Ethereum
06:19 Subscribe & Good bye

#crypto #cryptonews #cryptotrading #swissquote

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Winds are shifting across global markets. The US dollar is losing ground even as Treasury yields and crude oil prices rise – a striking break from traditional market relationships that suggests growing concern around US fiscal policy, debt dynamics and confidence in dollar-denominated assets.
At the same time, rising oil prices and borrowing costs are threatening to overshadow an otherwise strong earnings season and could put increasing pressure on equity valuations. With the VIX still surprisingly low despite significant moves beneath the surface, the risk of a broader market correction is building.
And next week, Nvidia closes the earnings dance....

The US Treasury has just pulled off what looks like a bond coup. By doubling the maximum size of its long-dated debt buybacks, Washington is trying to ease pressure on long-term yields and borrowing costs at a time when US national debt has surged past $40 trillion.
Markets reacted fast: long-term Treasury yields plunged, the US dollar sold off and equities found some relief. But has the Treasury solved the problem – or simply bought time?
What does this strategy means for the US yield curve, the dollar and Fed policy, and why growing refinancing needs could eventually push term...

Rising Middle East tensions are pushing oil prices and global bond yields higher, challenging equity valuations and raising an important question: how expensive are your tech stocks?

I compare equity earnings yields with government bond yields across the US and Asia to see where investors are actually being compensated for taking equity risk – and why geographical diversification increasingly makes sense in terms of present valuations.

Listen to find out more!

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...

Global markets kicked off the week on a softer note, with rising yields and renewed oil volatility weighing on investor sentiment. The US dollar initially extended losses as softer US jobs, inflation and retail sales data tempered expectations for Federal Reserve tightening. But the move reversed as US crude jumped above $85 per barrel, reviving inflation concerns and demand for the greenback.
In FX, USDJPY is pushing back toward the critical 160 level despite growing pressure on the Bank of Japan to address persistent yen weakness. Meanwhile, the outlook for EURUSD is becoming more constructive as the pair breaks out...

Middle East tensions are back in focus as the US-Iran ceasefire nears its end and Israel strikes Lebanon, yet oil prices remain surprisingly calm as Gulf producers find alternative ways to keep crude flowing. Bond markets look more nervous: Japanese, Australian and New Zealand yields are pushing higher, but equities start the week on a positive note.
Oil remains a crucial risk: another push higher could revive inflation fears, lift yields and challenge the rally. But as long as the latter is contained, the strong Q2 earnings, particularly from energy companies and banks, will likely continue to support risk appetite...

The S&P 500 hit a fresh record high as softer US jobs and inflation data pushed Fed rate hike expectations lower and gave investors another reason to celebrate. Yet inflation remains elevated, July’s improvement was partly driven by falling oil prices, and renewed Middle East tensions could quickly revive energy-driven price pressures.
Meanwhile, the bond market is sending a less reassuring signal. Long-term US borrowing costs remain high (and rising) as investors grapple with rising debt, geopolitical uncertainty and shifting global capital flows. Higher Japanese yields add another layer of risk.
Still, strong corporate earnings, booming AI investment and robust...

Soft US inflation data gave markets another reason to celebrate, lifting equities and bonds as investors pushed back expectations for the next Fed rate hike. AI enthusiasm added to the positive mood, with CoreWeave and Nebius surging after strong revenue growth reinforced confidence in booming AI demand.
But inflation remains above the Fed’s target, oil prices are rising again as tensions around the Strait of Hormuz persist, and US borrowing costs remain structurally elevated. Meanwhile, the AI boom increasingly depends on massive financing arrangements, circular deals and a handful of key players, including OpenAI and Anthropic.
Lingering risks make gold...

Due to the fact that Bitcoin can't get over 65k, most Bitcoin Miners are pivoting towards AI to offer their compute for higher margins.

00:00 Intro
00:25 Disclaimer
00:29 Preview
00:45 Bitcoin
05:00 Ethereum
05:38 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