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Crypto crisis or bounce? | Crypto Talk | Swissquote
Will we see a crypto bounce or deeper crisis this week?
00:00 Intro
00:22 Disclaimer
00:26 Preview
00:44 Bitcoin & Ethereum
04:21 Solana
05:01 Charts
07:14 Subscribe & Good bye
#crypto #cryptonews #cryptotrading #swissquote
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Nvidia will say the last word of the summer
The week started shaky for markets: French assets stumble as the PM faces a confidence vote, and the EURUSD struggles below its 50-DMA despite a pressured US dollar. In the US, tension grows between Fed Governor Lisa Cook and President Trump, fueling uncertainty over the Fedâs independence. Long-term yields continue to rise â US 30-year near 5%, UK 30-year above 5%, and European and Japanese bonds climbing â while S&PâŻ500 earnings yield lags around 3â4%, hinting at a rotation from equities to bonds.
All eyes are on Nvidiaâs Q2 results due after the bell: the AI giant makes ~8% of...
You're fired!
Markets are on edge as Fed Governor Lisa Cook refuses to step down amid Trumpâs push to replace her, sparking fears over central bank independence. US yield curve is steepening, the US dollar wavers while the S&P 500 prints record-high valuations despite stronger-than-expected quarterly results. Overseas, Japanese yields ease while inflation cools, giving the USDJPY room to clear 148 offers. In Europe, political uncertainty in France rattles the euro and CAC 40, while Denmarkâs Ărsted plunges after US project delays highlight the risks for renewable energy under Trump. Safe havens like gold rebound and US crude tests $65pb offers amid...
Powellâs dovish speech fuels risk appetite
Federal Reserve (Fed) Chair Jerome Powellâs Jackson Hole speech was surprisingly dovish. Investors lapped up his words, betting that the first Fed rate cut since last September is now only weeks away. Markets cheered: the S&P 500 brushed against record highs, small caps soared, and Asian equities followed suit. Chinese chipmakers rocketed on expectations of more stimulus and a bold pivot away from Nvidia. Meanwhile, Nvidia itself takes center stage this week with Q2 earnings that could make or break tech sentiment.
The big question is whether US GDP and PCE data will derail the Fedâs dovish tiltâor confirm a...
Powell will tell
Markets are on edge ahead of Powellâs Jackson Hole speech. After a string of weak job reports and sticky inflation signals, investors are questioning whether the Fed is still on track for a September rate cut. Market-implied odds of a 25bp move have already slipped from near certainty last week to around 75% today.
Jackson Hole has a history of delivering major policy surprises â from Bernankeâs QE hints to Powellâs 2020 framework shift. Could this be the moment the Fed resets expectations again?
Powell will tell.
Listen to find out more!
Will the BTC support hold? | Cypto Talk | Swissquote
Rough week for cryptos, can BTC's support hold up or will we see lows in the coming weeks?
00:00 Intro
00:23 Disclaimer
00:27 Preview
00:42 Bitcoin
04:12 Ethereum
06:34 Solana
07:32 Subscribe & Good bye
#crypto #cryptonews #cryptotrading #swissquote
_____
Learn the fundamentals of trading at your own pace with Swissquote's Education Center. Discover our online courses, webinars and eBooks: https://swq.ch/wr
_____
Discover our brand and philosophy: https://swq.ch/wq
Learn more about our employees: https://swq.ch/d5
_____
Let's stay connected:
LinkedIn: https://swq.ch/cH
Has equity rally peaked or is this just a minor correction?
Yesterdayâs FOMC minutes spooked investors, accelerating the tech-led selloff. Officials remain worried about inflation, signaling theyâd act before cutting rates, though the meeting occurred before the weak July jobs data hit. Powellâs speech tomorrow is expected to strike a balanceâacknowledging labor market worries but keeping inflation top of mind. The US 2-30 year spread is widening on rate-cut concerns and rising debt costs.
Big Tech continues to weigh on equities, though TSMC futures are up 1.3% and Nvidia rebounded after dipping below $170, hinting at a potential cooling of the tech selloff. Globally, Japanâs 30-year JGB yield is testing multi-decade...
AI bubble worries on the rise as Altman calls valuations âinsaneâ
The AI trade may hit a reality check. Nasdaq tumbled as Big Tech names sold off sharply â Palantir plunged nearly 10%, Nvidia slid more than 3%, and other AI-linked stocks from Arm to AMD lost ground following a blunt MIT report showing 95% of companies investing in generative AI are yet to see returns, combined with OpenAIâs Sam Altman warning that valuations have become âinsane.â
Intel was the surprise winner, boosted by SoftBankâs $2bn stake announcement after weeks of political drama and government intervention. But even that comes with risks, as questions swirl over whether AI investment is a...
Focus on Ukraine, US retail earnings, Fed minutes & Jackson Hole for fresh direction
Markets are caught between peace hopes and policy uncertainty. Zelenskyâs smooth reception in Washington raised optimism for a lasting truce, putting pressure on oil prices, while fresh attacks reminded traders that risks remain. Crude slipped back below $63pb, but optimism is already priced in.
In individual news, Intel made headlines, tumbling after reports that Washington could take a 10% stake via Chips Act subsidies â a move that could reshape the balance between politics and profit. Meanwhile, European stocks waver, US futures look soft, and yields edge higher into big US retailer earnings, FOMC minutes and Powellâs Jackson Hole address....