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Mixed PMI data, sticky inflation, and a reality check for Federal Reserve (Fed) rate cut hopes are on the menu of today’s episode. Slower US service activity and hotter-than-expected price pressures have markets rethinking (but just a little) about a September rate cut, sending 2-year yields climbing. Meanwhile, Trump’s tariff threats — including on chips, drugs, and even countries buying Russian oil — are fueling trade chaos. Equities look mixed, though tech stars like Palantir defied the trend. In Europe, luxury struggles, but defense and tech stand tall. Shell and BP beat expectations despite earnings declines, focusing on shareholder returns...

Markets kicked off the week with a bang as dip buyers jumped in, brushing off last week’s correction. With retail traders driving the rally and institutional investors still holding short positions, the S&P500 just had its best day since May. So, what’s fueling this optimism? Strong tech earnings, rising expectations of Fed rate cuts, and a belief that bad news is good news. But not everyone’s convinced. Bears point to narrow profit growth outside of tech, sticky inflation, and uncertainty on every front—from geopolitics to tariffs.
In this episode, we break down the bullish and bearish arguments, dive into bond...

Tariff chaos, a weakening US economy, Trump’s pressure on Federal Reserve (Fed) and the Bureau of Labor Statistics (BLS) and an AI-driven tech rally — all in just two weeks. Market sentiment is turning sour even though the Fed cut expectations mount and the S&P500 earnings beat expectations.
But is the S&P 500’s strength overstated? Are markets ignoring the recession signals? And who really pays for all these tariffs?
Listen to find out more!

We're finishing a volatile week, but how's August going to be? More volatility or more bullrun action?

00:00 Intro
00:24 Disclaimer
00:29 Preview
00:53 Bitcoin
03:59 Ethereum
06:39 Solana
09:00 Subscribe & Good bye

#crypto #cryptonews #cryptotrading #swissquote

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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
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Let's stay connected:
LinkedIn: https://swq.ch/cH

Markets don’t move on news — they move on surprises. In this episode, we dive into one of the most misunderstood concepts in trading: the difference between positioning and sentiment.
What are hedge funds really betting on? What do retail traders say they feel — and what does that actually mean for price action? We explore how to read the CFTC’s Commitment of Traders (COT) report, how to interpret retail sentiment, and why combining these tools can help you spot potential squeezes, reversals, and turning points before they happen.
If you’ve ever wondered what’s already “priced in,” this one’s for...

In this episode, we break down ETFs (Exchange-Traded Funds) — what they are, how they work, and why they’ve exploded in popularity over the past decade. Whether you’re looking to invest in clean energy, global tech, emerging markets, or even short specific sectors, there’s likely an ETF tailored to your strategy. Learn how ETFs offer diversification, low fees, and easy trading—and discover the difference between broad market ETFs, sector-specific ETFs, and thematic funds.
We also explore how ETFs can reduce risk compared to picking individual stocks, and how investors are using them to fine-tune their exposure to the US and...

When inflation is back in the spotlight—and it’s eating into your money, how do investors protect themselves when the value of cash drops?
In this episode, we explore the best assets to hedge against inflation—from gold and commodities to dividend-paying stocks, TIPS, and real estate. We unpack why these tools matter, how they perform in inflationary cycles, and how to use them wisely in your portfolio.
Whether you’re a long-term investor or just starting out, this is your go-to guide to navigating inflation with confidence.
Listen to find out more!

Is Ethereum starting the altcoin season, or is it already over?

00:00 Intro
00:26 Disclaimer
00:31 Preview
00:49 Bitcoin
05:00 Ethereum
06:50 Solana
09:00 Aave
10:26 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

In this follow-up to our episode on inflation, we zoom in on one of the most underrated yet powerful forces shaping monetary policy and market moves: inflation expectations.
What do people think prices will do in the future? Those expectations can actually fuel real inflation through wage demands, spending behavior, and corporate pricing decisions. In this episode, we connect the dots between expectations, wage growth, and employment data—and explain how investors interpret all of it.
From the Phillips Curve to the iconic US NFP Friday, we explore how jobs and wage data affect rate expectations, market sentiment, and asset prices....

Inflation is everywhere—in the headlines, in central bank decisions, and in the market moves that follow. In this episode, we break down what inflation really is, how it’s measured, and why it matters so much to central banks, investors, and asset prices.
From CPI and PCE to core and supercore inflation, we explore the tools used to track price pressures and how they influence interest rates, currencies, and equity valuations. We also unpack tricky concepts like stagflation and inflationary spirals, giving you the full picture of how inflation drives market sentiment—and why softer or hotter inflation prints instantly move markets....