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Sentiment in Chinese equities reversed suddenly to a significantly more bullish state after the Politburo – which is the highest-decision making bodies within the Communist Party – pledged to embrace a ‘moderately loose’ monetary policy in 2025. Now, all eyes are on the Central Economic Work Conference, where the Chinese officials will discuss behind closed doors and ideally complement the monetary support with juicy fiscal support. It’s tempting to buy Chinese assets at significant discount, but don’t forget that 2024 was marked by stimulus hints that led to a market rally, but resulted in disappointing stimulus measures and a selloff....

Bashar al-Assad's regime fell over the weekend, Korean lawmakers prepare another impeachment attempt against their President who narrowly avoided removal after briefly imposing martial law last week, and France remains without a new presidential nominee.
As such, the US dollar is stronger on safety demand and crude oil is better bid on renewed political uncertainty in the Middle East. But the Syrian news will unlikely reverse the bearish oil trend, and the rising dovish Federal Reserve (Fed) expectations are fundamentally supportive of a softer US dollar.
This week’s US CPI data will be the last piece of the puzzle before...

Against all odds, yesterday ended up being a good day – at least for investors who have exposure to the French assets. The French government fell and the political uncertainty shifted to a higher gear yet, the French 10-year yield eased, the euro gained, and the CAC 40 hasn’t had such a good week since September.
The US dollar index came swiftly down yesterday on the back of a higher-than-expected jobless claims number last week. Today, the official jobs data is expected to print a strong NFP number – of around 200K new nonfarm job additions for November. But investors...

The French government just collapsed, but the euro gains. The Federal Reserve (Fed) Chair Jerome Powell said that the US economy is in a remarkably good shape, but the US dollar retreats, and OPEC is preparing to delay its production restoration plans today, but oil bears remain in charge.
Away from these problems, the S&P500 just printed its 56th record high this year and Nasdaq 100 jumped to a fresh ATH. Amazon advanced to a fresh record as news that Amazon is building a supercomputer powered by hundreds of thousands of its own Trainium chips to train Anthropic AI models...

While the dinosaur coins such as XRP are going through the roof, BTC just cracked 100k! Finally moon?

00:00 Intro
00:23 Preview
00:54 Bitcoin
05:23 Ethereum / Altcoins
07:27 Ripple
08:59 Chainlink
10:54 Subscribe & Good bye

#crypto #cryptonews #cryptotrading #swissquote

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South Korea briefly stole the light from the French political chaos after President Yoon suddenly imposed the martial law yesterday only to lift it a few hours later. The Korean won and the stocks fell, and the volatility in broader Asian markets and cryptocurrencies was higher, but the impact remained limited, the US and European futures are set for a positive open and France could safely come back to the front of the scene with lawmakers preparing to hold a no-confidence vote today and to take Barnier’s government down.
In the US, sentiment remains cheerful and cozy at the start...

French political chaos sat on the headlines at the start of the week. The spread between the 10-year French and German yields jumped to 87bp – the highest since the euro debt crisis of a decade ago, and could well spike above the 100bp mark if the French political crisis is not contained. The widening French-German yield spread hammered the single currency on Monday. The EURUSD sharply dropped to 1.0460. Meanwhile, Stellantis CEO quit yesterday on tumbling sales and profit causing the shares to drop more than 6%, and around 66’000 VW workers abandoned their posts on failure to agree...

December doesn’t arrive with chocolate and flowers to Europe. First, Stellantis CEO resigns on weaker sales and tumbling profits. Second, VW workers are expected to walk out as early as today, because their labour leaders couldn’t reach an agreement on how to reduce costs to prevent factory closures. And finally, the French political scene remains messy with the far-right party Marine Le Pen threatening to team up with the leftist and take down Michel Barnier’s government by Wednesday if he doesn’t come up with a less strict budget plan. The euro is under pressure this morning.
In Japan, the news...

With US markets paused for the Thanksgiving break, France was at the heart of the attention yesterday. The political drama, there, only got worst as Michel Barnier gave concessions to Marine Le Pen – who only asked more of them. The French 10-year yield eased after sitting at the same height than the Greek equivalent while CAC 40 was in a better mood. But the political uncertainties in France will certainly keep volatility high across French-denominated assets into the year end.
For the euro, we don’t yet see a major impact of French political shenanigans, but the French touch is...

Appetite on Wednesday was limited on both sides of the Atlantic Ocean. In the US, the crowded economic data brought no surprises. The Federal Reserve (Fed) December cut expectations strengthened, the US yields and the dollar retreated while appetite in major US indices remained limited.
In Europe, the Stoxx 600 extended losses, and not only because of Trump’s tariff threats, but also on the rising unease in French politics, where Marine Le Pen, the far-right leader - who gained ground in the latest elections, remember? – threatened Michel Barnier’s administration – that’s doing its best to control the country’s deteriorating...