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Netflix earnings blow past expectations, Trump gives fresh boost to AI | MarketTalk: What’s up today? | Swissquote

Netflix earnings blow past expectations, Trump gives fresh boost to AI | MarketTalk: What’s up today? | Swissquote

11m 40s

Netflix blew past the market expectations last quarter and printed its biggest ever quarterly jump in subscriptions. The share price jumped 14% in the afterhours trading.
More good news for the tech lovers. Trump, together with Softbank and Oracle, announced to invest as much as $500bn in AI infrastructure in the next four years. Oracle jumped more than 7% on the news, while VanEck’s uranium and nuclear ETF gained almost 5%.
The news also boosted growth and productivity expectations more than they fueled the ballooning debt worries. The major US indices gained, while small and mid-cap indices outperformed their bigger...

Trump Act 2.0: adrenaline, volatility and uncertainty | MarketTalk: What’s up today? | Swissquote

Trump Act 2.0: adrenaline, volatility and uncertainty | MarketTalk: What’s up today? | Swissquote

11m 18s

Surprise, Trump didn’t throw a punch to China in the first few minutes of his presidency and the WSJ reported that he would study the trade policies and the relationships with China, Canada and Mexico instead. The latter gave hope that Trump’s trade policies wouldn’t be as aggressive as he promised. The US dollar initially fell.
BUT WAIT... the dollar jumped again, erasing losses versus most major currencies as Donald Trump later said that Canada and Mexico could be subject to 25% tariffs from February 1st. Any remarks could hit China anytime, as well.
This morning, we are back to...

The Trump and Coin | MarketTalk: What’s up today? | Swissquote

The Trump and Coin | MarketTalk: What’s up today? | Swissquote

10m 54s

After a few weeks of hesitation around the beginning of the new year, the equity bulls finally returned to the market last week on the back of a set of slower-than-expected inflation figures from both the US and the UK, and a set of stronger-than-expected US big bank results. The global bond yields retreated in the developed world from a peak reached earlier last week and let the equities take a breather.
In FX and commodities, the US dollar retreated on the back of soft CPI and softening Federal Reserve (Fed) expectations, leading to a slow down of the selloff...

Global bond selloff cools, stocks rebound | MarketTalk: What’s up today? | Swissquote

Global bond selloff cools, stocks rebound | MarketTalk: What’s up today? | Swissquote

11m 7s

Markets are riding a wave of optimism fueled by slower-than-expected US retail sales, strong earnings from banks and TSM, and hawkish comments from Fed's Christopher Waller hinting at earlier rate cuts if inflation continues its downward trend. Yet, US inflation metrics show core services inflation remains stubbornly high, while energy prices face upward pressure from geopolitical risks like Trump’s tariff threats and sanctions on oil producers.
In China, upbeat Q4 data helped the CSI 300 index and yuan, though deflation and weak retail sales signal the recovery isn’t complete. Meanwhile, US and European yields dipped amid dovish central bank remarks...

Encouraging inflation, strong bank and TSM earnings boost appetite | MarketTalk: What’s up today? | Swissquote

Encouraging inflation, strong bank and TSM earnings boost appetite | MarketTalk: What’s up today? | Swissquote

10m 44s

Yesterday offered an almost ideal news flow for global investors. The markets lit up with joy yesterday on the back of softer-than-expected inflation numbers from the UK and the US, as well as strong bank earnings. Yields fell, equities gain, the US softened, banks and Big Tech rallied – and the rally could continue today on the back of stronger-than-expected TSM results.
But inflation remains well above the Federal Reserve (Fed) policy target, the German economy shrank for the second consecutive year, while the stock valuations remain at levels that can’t afford any misstep.
Listen to find out more!

Bitcoin Supply Shock incoming? | Crypto Talk | Swissquote

Bitcoin Supply Shock incoming? | Crypto Talk | Swissquote

9m 18s

Bitcoin's supply shock might be coming sooner rather than later, but we still expect some volatility going forward...

00:00 Intro
00:26 Preview
00:45 Viewer Questions
01:46 Bitcoin
04:31 Ethereum
05:39 Solana
06:26 Charts
08:46 Subscribe & Good bye

#crypto #cryptonews #cryptotrading #swissquote

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Inflation watch in the UK and the US | MarketTalk: What’s up today? | Swissquote

Inflation watch in the UK and the US | MarketTalk: What’s up today? | Swissquote

11m 32s

Sentiment was slightly better and the dollar was slightly lower on Tuesday on the back of a softer-than-expected PPI report from the US and on news that Donald Trump’s America First team would only ‘gradually’ increase tariffs on the rest of the world – if that’s any comfort.
All eyes are on the US CPI data due today. The headline inflation in the US is expected to have ticked higher from 2.7% to 2.9% in December, while core inflation is seen sticky near the 3.3% level. A higher-than-expected set of data could reverse yesterday’s selloff in the US dollar and...

Stretched US dollar bullishness looks appetizing, but data risks loom

Stretched US dollar bullishness looks appetizing, but data risks loom

11m 2s

The bond selloff continues. The global bond selloff is fueled by concerns over soaring debt levels leading to political turmoil and uncertainty in developed economies. This is compounded by major central banks' struggles to bring inflation down to their 2% target, amid various economic, political and geopolitical developments that could trigger a reversal in consumer prices worldwide. Consequently, the yields are rising and the expectations of further rate cuts from some major central banks are melting putting equities under pressure.
Markets’ sensitivity to major economic data will likely rise as policy uncertainties mount and appetite weakens. Due today, the US...

US yields jump, equities retreat on strong US jobs data. Focus on US CPI & bank earnings! | MarketTalk: What’s up today?

US yields jump, equities retreat on strong US jobs data. Focus on US CPI & bank earnings! | MarketTalk: What’s up today?

11m 27s

Surprise! The US economy added more than 250K new nonfarm jobs in December, some 90K more than expected, and the unemployment rate fell to 4.1%. If it’s any comfort for the Federal Reserve (Fed) doves: wages growth softened from 4% to 3.9% on a yearly basis. But all in all, the report looked very strong, and further hammered the dovish Federal Reserve (Fed) expectations. The US yields and the dollar gained, equities fell and the VIX index flirted with the 20 level, suggesting mounting discomfort among investors.
But not in oil! US crude oil jumped on fresh US and UK...

US jobs day! | MarketTalk: What’s up today? | Swissquote

US jobs day! | MarketTalk: What’s up today? | Swissquote

10m 56s

The selloff in British gilts and the pound slowed yesterday after Rachel Reeves compromised on her spending plans but the pound, as other major currencies, remain under a decent selling pressure into the US jobs data due later today.
Before the announcement of the US official jobs data, activity on Fed funds futures suggests that the Fed’s next rate cut should arrive in May – with around a 53% chance. A set of stronger-than-expected data could flip this expectation to the ‘no cut until June’ side very rapidly and enhance the selloff in the US dollar and support a further...