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After a few weeks of hesitation around the beginning of the new year, the equity bulls finally returned to the market last week on the back of a set of slower-than-expected inflation figures from both the US and the UK, and a set of stronger-than-expected US big bank results. The global bond yields retreated in the developed world from a peak reached earlier last week and let the equities take a breather.
In FX and commodities, the US dollar retreated on the back of soft CPI and softening Federal Reserve (Fed) expectations, leading to a slow down of the selloff...

Markets are riding a wave of optimism fueled by slower-than-expected US retail sales, strong earnings from banks and TSM, and hawkish comments from Fed's Christopher Waller hinting at earlier rate cuts if inflation continues its downward trend. Yet, US inflation metrics show core services inflation remains stubbornly high, while energy prices face upward pressure from geopolitical risks like Trump’s tariff threats and sanctions on oil producers.
In China, upbeat Q4 data helped the CSI 300 index and yuan, though deflation and weak retail sales signal the recovery isn’t complete. Meanwhile, US and European yields dipped amid dovish central bank remarks...

Yesterday offered an almost ideal news flow for global investors. The markets lit up with joy yesterday on the back of softer-than-expected inflation numbers from the UK and the US, as well as strong bank earnings. Yields fell, equities gain, the US softened, banks and Big Tech rallied – and the rally could continue today on the back of stronger-than-expected TSM results.
But inflation remains well above the Federal Reserve (Fed) policy target, the German economy shrank for the second consecutive year, while the stock valuations remain at levels that can’t afford any misstep.
Listen to find out more!

Bitcoin's supply shock might be coming sooner rather than later, but we still expect some volatility going forward...

00:00 Intro
00:26 Preview
00:45 Viewer Questions
01:46 Bitcoin
04:31 Ethereum
05:39 Solana
06:26 Charts
08:46 Subscribe & Good bye

#crypto #cryptonews #cryptotrading #swissquote

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Sentiment was slightly better and the dollar was slightly lower on Tuesday on the back of a softer-than-expected PPI report from the US and on news that Donald Trump’s America First team would only ‘gradually’ increase tariffs on the rest of the world – if that’s any comfort.
All eyes are on the US CPI data due today. The headline inflation in the US is expected to have ticked higher from 2.7% to 2.9% in December, while core inflation is seen sticky near the 3.3% level. A higher-than-expected set of data could reverse yesterday’s selloff in the US dollar and...

The bond selloff continues. The global bond selloff is fueled by concerns over soaring debt levels leading to political turmoil and uncertainty in developed economies. This is compounded by major central banks' struggles to bring inflation down to their 2% target, amid various economic, political and geopolitical developments that could trigger a reversal in consumer prices worldwide. Consequently, the yields are rising and the expectations of further rate cuts from some major central banks are melting putting equities under pressure.
Markets’ sensitivity to major economic data will likely rise as policy uncertainties mount and appetite weakens. Due today, the US...

Surprise! The US economy added more than 250K new nonfarm jobs in December, some 90K more than expected, and the unemployment rate fell to 4.1%. If it’s any comfort for the Federal Reserve (Fed) doves: wages growth softened from 4% to 3.9% on a yearly basis. But all in all, the report looked very strong, and further hammered the dovish Federal Reserve (Fed) expectations. The US yields and the dollar gained, equities fell and the VIX index flirted with the 20 level, suggesting mounting discomfort among investors.
But not in oil! US crude oil jumped on fresh US and UK...

The selloff in British gilts and the pound slowed yesterday after Rachel Reeves compromised on her spending plans but the pound, as other major currencies, remain under a decent selling pressure into the US jobs data due later today.
Before the announcement of the US official jobs data, activity on Fed funds futures suggests that the Fed’s next rate cut should arrive in May – with around a 53% chance. A set of stronger-than-expected data could flip this expectation to the ‘no cut until June’ side very rapidly and enhance the selloff in the US dollar and support a further...

A rough start for Bitcoin in the new year. But while the ETF flows are going up and down we're focusing on what's going to happen this week in the world cryptos

00:00 Intro
00:26 New Years
00:56 Preview
01:17 Bitcoin
04:00 Solana, Ethereum, Base
05:07 Ripple
06:22 Bitcoin Chart
07:06 Ethereum Chart
07:42 Solana Chart
08:22 Ripple Chart
09:10 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
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Discover our brand and philosophy: https://swq.ch/wq
Learn more about...

The selloff in US treasuries continued yesterday over concerns that Donald Trump’s presidency would boost spending and inflation in the US, and make the Federal Reserve’s (Fed) job of bringing inflation back to the 2% target more difficult. The selloff slowed after weaker-than-expected ADP report.
Across the Atlantic, The 10-year gilt yield advanced to the highest level since 2008 yesterday and broke above the peak levels that were reached during Liz Truss’ historic mini budget crisis. Sterling fell against a broadly bought US dollar, but also against the weakening euro.
The barrel of US crude remembered what it was like...