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How rising input costs, tariffs impact tech?

How rising input costs, tariffs impact tech?

10m 38s

US crude tumbles, silver plunges, and copper pulls back — all while the geopolitical heat from Iran cools slightly. But in tech, the cost story is just heating up. Nvidia’s H200 chips can now be sold to China, but a 25% fee collected when the chips pass through the US raises costs. China, meanwhile, has effectively halted H200 imports, adding another layer of uncertainty. TSMC beats earnings expectations thanks to strong AI demand, but building new fabs in the US is costly and time-consuming.
While metal prices are down this morning, the debasement trade continues to support the bullish outlook....

Politics, geopolitics cast shadow on economic data

Politics, geopolitics cast shadow on economic data

10m 1s

US markets are holding near record highs, but the mood is anything but settled. While US inflation data came in largely as expected, easing some immediate pressure on the Fed, political noise is creeping back into the pricing of rates, bonds and currencies. Expectations for a March rate cut are fading, yields are staying elevated, and concerns over Fed independence are largely in focus.
Earnings season adds another layer of complexity. S&P 500 profits are still expected to grow by more than 8%, with big tech doing the heavy lifting. But with valuations stretched, strong headline numbers may no longer...

Ample liquidity supports risk taking!

Ample liquidity supports risk taking!

10m 2s

The year is racing ahead, and markets are feeling every bump. Oil swung wildly last week after the U.S. operation in Venezuela, with Exxon saying the country was “un-investable” — only for Trump to push back. Energy ETFs fluctuated near record highs, crude tested key technical levels, but bullish bets remain historically low.
Meanwhile, Jerome Powell faces Justice Department scrutiny over Fed HQ renovations — though the real story is interest rates, not floors and ceilings.
December’s U.S. jobs data was mixed, but equities shrugged off early hawkish worries as liquidity flow remains interesting for risk takers-
If the Fed...

US tariffs, jobs in focus

US tariffs, jobs in focus

10m 40s

Global markets are losing momentum as the first full trading week of the year comes to an end. Big Tech is wobbling, with Nvidia slipping below its 50-day moving average and the Magnificent Seven struggling to find their footing. At the same time, defence stocks are back in favour after Donald Trump revived calls for a massive increase in US military spending, while energy names brush off weak oil prices.
In Asia, tech optimism resurfaces. Samsung flags a sharp jump in profits on booming AI-driven memory demand, while Chinese AI firm MiniMax steals the spotlight with a spectacular first day...

Strong start for cryptos | Crypto Talk

Strong start for cryptos | Crypto Talk

7m 54s

A strong start for cryptos in 2026, but will it be enough for an ATH.

00:00 Intro
00:23 Disclaimer
00:27 Preview
00:47 Bitcoin
04:25 Ethereum
06:13 Ripple
07:31 Subscribe & Good bye

#crypto #cryptonews #cryptotrading #swissquote

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Adapting to the changing world order

Adapting to the changing world order

10m 55s

The markets are dancing to a wild tune this week. The S&P 500 wobbled after mixed US data. Energy swings continue, fueled by headlines about Venezuela’s oil and other happenings on the geopolitical scene. Also, the White House is stepping into corporate affairs in ways that make investors squirm — from Nvidia’s China sales to defence dividends. Elsewhere, tensions rise as China restricts exports to Japan, hitting semiconductors and rare-earth materials, while gold quietly ticks higher as uncertainty grows. Turkey, for example, is putting a tracking system on every piece and bar of gold sold in the country to trace...

Tech fatigue?

Tech fatigue?

10m 20s

Many global indices are all pushing fresh peaks despite trade tensions, geopolitical headlines and lingering doubts over AI valuations, but leadership is shifting: metals are surging while tech shows early signs of fatigue. Silver is swinging around $80 as China clamps down on exports, tightening global supply, while copper hits record highs on tariff-driven flows and strong underlying demand. The softer US dollar is providing extra fuel for the rally, rotation trades pick up. Investors are navigating a landscape where macro support is strong — rate cuts loom, inflation is easing in key regions and geopolitical shocks are creating selective...

Oil, defence stocks rise on Venezuela, tech stocks rise on AI

Oil, defence stocks rise on Venezuela, tech stocks rise on AI

10m 2s

Venezuela news are rattling markets in more ways than one. Crude oil started the week hesitating in Asia, only to rally in Europe and the US as traders priced in the potential for American oil majors to step in. Energy stocks surged, defence shares are climbing amid rising geopolitical risks, and rare earth metals are benefiting as China watches the situation closely.
On the data front, the soft US data keeps US yields in check and pressures the dollar lower, while in technology, AI stocks start the year on a strong footage and Nvidia is concretely expanding its technology to...

How are content creators reshaping the way we learn to invest? | Unlocked

How are content creators reshaping the way we learn to invest? | Unlocked

46m 32s

In this episode of UNLOCKED, we spoke with Thomas Kovacs, also known as Sparkojote, about the journey that took him from his first investment decisions to building a professional career as a financial content creator.

🎙️ We explored what drives his work, how platforms like YouTube and social media are reshaping access to financial knowledge, and why an increasing number of people are turning to creators to better understand investing.

📊 Thomas also reflected on his vision of financial independence, the misconceptions often surrounding FIRE, and the principles that guide his own relationship with money.

➡️ Discover Swissquote’s webinars and...