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Europe is catching a bid. Falling oil prices, easing inflation pressures and softer ECB expectations are improving the outlook for European equities just as cracks begin to appear in the technology trade. Concerns about excessive AI spending, rising debt issuance and stretched valuations are resurfacing, prompting investors to reassess whether the world's largest technology companies can generate returns that justify the enormous capital being deployed.
But can UK markets benefit from that rotation? Ten years after the Brexit referendum, the UK's economic challenges remain in focus as gilt investors assess the country's fiscal outlook amid the 7th leadership change in...

Markets are starting the week with an odd sense of optimism despite another roller-coaster weekend for Middle East diplomacy. One moment the Strait of Hormuz is open, the next it's closed, then open again, as US-Iran negotiations begin while geopolitical tensions remain elevated. Yet investors continue to focus on the possibility of a breakthrough.
Oil briefly rose above $78 per barrel before retreating, while Asian equities pushed higher on strong technology appetite, a weaker yen, and renewed enthusiasm around AI and robotics.
Micron reports earnings this week. With expectations running sky-high, investors will be looking for confirmation that the memory-chip...

BTC is fighting the bears, but it seems hopeless - or is it?

00:00 Intro
00:29 Disclaimer
00:33 Preview
00:51 Bitcoin
03:09 Anthropic
03:57 Bittensor
05:40 Near & FET
05:59 Subscribe & Good bye

#crypto #cryptonews #cryptotrading #swissquote

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Oil prices are falling as the interim US-Iran agreement raises hopes that the worst of the Middle East disruption may be behind us. But the stronger dollar – on hawkish Fed policy - is offsetting part of the benefit from lower oil prices. Because commodities are priced in dollars, a stronger greenback makes energy and raw material imports more expensive for the rest of the world. As a result, markets are caught between relief from cheaper oil and concerns about tighter US monetary policy.

Listen to find out more!

Ipek Ozkardeskaya has begun her financial career in 2010 in the...

🦄 The biggest tech winners now stay private for more than a decade. That's where most of the value gets created, and until recently it was off-limits to anyone who wasn't already a billionaire.

🎙️ In this episode of UNLOCKED, Andreas Bezner explains how he went from professional graffiti artist to building one of Switzerland's leading pre-IPO fintechs, why "the next NVIDIA" mistake is usually a prediction problem rather than a stock-picking one, and how Stableton opens access to the 20 most valuable private companies, names like OpenAI, Anthropic, Canva and Epic Games, before they ever go public.
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Kevin Warsh's first Fed meeting as Chair delivered a surprise—and not the dovish one markets were hoping for.
While the Fed left rates unchanged, the message was unmistakably hawkish. More importantly, Warsh appears determined to reshape the Federal Reserve itself. From questioning forward guidance and refusing to place a dot on the dot plot, to reviewing the Fed's communication strategy, balance sheet and reliance on traditional economic data, the new Chair is signalling that the Warsh era could look very different from the past two decades!

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Ipek Ozkardeskaya has begun her financial career in 2010...

SpaceX has surged to a valuation above $2.6 trillion, making it one of the most valuable companies in the world despite reporting losses and offering no clear profit outlook for this year. The rally is reigniting the bubble debate and raising questions about how far investors are willing to stretch valuations in the search for the next big thing.
At the same time, new Fed Chair Kevin Warsh faces his first major policy test. Inflation remains above 4%, the labour market remains relatively resilient, and markets have gone from pricing multiple rate cuts this year to considering the possibility of...

Oil prices are falling, bond yields are easing and investors are rotating back into risk assets – including SpaceX. But beneath the optimism, a new question is emerging: what exactly is – and will be - inside your index?
SpaceX's surge to a $2.5 trillion valuation has reignited the debate around speculation, passive investing and index concentration. If included in the Nasdaq 100 today, the company could become one of the index's largest constituents despite ongoing cash burn and a valuation that many argue is disconnected from fundamentals.
So, before buying the cookie, it may be worth checking the ingredients....

Could the 40th peace announcement finally be the one that sticks?
Markets are certainly acting as if it might. Reports that the US and Iran have reached an agreement to end the conflict and reopen the Strait of Hormuz sent oil prices sharply lower and boosted risk appetite across global markets. Lower energy prices could ease inflation pressures, soften central bank rhetoric, and provide fresh support for equities.
Today, we look at the potential market implications of a lasting Middle East peace deal, what falling oil prices mean for inflation, the key central bank meetings this week including the Fed,...

It’s SpaceX Day.
Today marks the stock market debut of SpaceX in what has become the largest IPO in history, giving the company a valuation approaching $1.8 trillion and potentially making Elon Musk the world’s first trillionaire.
But while investors watch a rocket leave the launchpad, markets back on Earth remain hostage to Middle East headlines. Oil prices continue to swing on every comment regarding Iran, the Strait of Hormuz and the prospects for a lasting ceasefire, while investors insist to price optimism before it becomes reality.

Listen to find out more!

Ipek Ozkardeskaya has begun her financial career in...