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Europe started the week in a sour mood as trade tensions with the US heat up. With Wall Street closed, European equities tried to gauge the risks — German carmakers and French luxury houses like Louis Vuitton were the first casualties. US futures point lower too, with tech under the microscope: Big Tech could become Europe’s target if the trade spat escalates. Meanwhile, miners are quietly shining as gold and copper rally — but some valuations, like Fresnillo’s, look stretched.
Markets are volatile, tech and miners are in focus — and this “Season of the Stupidest Trade War” shows no...

Week 3 of 2026 kicks off with another major twist: US wants to buy Greenland and it’s imposing tariffs on nations that are opposed to the idea, adding to Europe’s security concerns. While Europe has so far absorbed trade shocks calmly, selective pressure on only some countries could provoke very different reactions. Could this be the last drop in Europe’s patience?
Markets are already feeling the tension: gold and silver are climbing, tech-heavy Nasdaq futures are under pressure, and European defence stocks are benefiting from the darkening global skies. Meanwhile, Asian markets navigate mixed data and a fragile yen, while...

A very strong week for cryptos but what is really needed for Bitcoin to reach 150k in this cycle?

00:00 Intro
00:26 Disclaimer
00:30 Preview
00:51 Bitcoin
05:37 Ethereum
07:25 Solana
08:35 Subscribe & Good bye

#crypto #cryptonews #cryptotrading #swissquote

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AI headlines are back in focus, but this earnings season may be less about hype and more about scrutiny. Strong results from TSMC and a broad rally in semiconductor stocks reminded markets of AI’s growth potential, yet underlying risks remain. From complex financing structures at Meta to revenue recognition timing at Nvidia, investors are increasingly examining the quality behind the numbers. Rising costs, supply risks and stretched valuations add further pressure, making it clear that even Big Tech can no longer rely on sheer size to impress.
This episode explores how AI continues to shape markets, the dynamics of earnings...

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....

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...

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...

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...

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

_____
👉 Discover our brand and philosophy:
https://www.swissquote.com/en/group
_____
👉 Deepen your trading and investing knowledge with Swissquote Inspire: explore our articles, analyses, webinars and exclusive content:
https://www.swissquote.com/private/inspire
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👉 Discover Swissquote’s culture and join a company that values innovation, diversity and team spirit:
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