All episodes

Market sentiment somehow improved on news that Donald Trump would ease auto tariffs by lifting some levies on imported auto parts, and to avoid aluminium and steel levies stacking up alongside the rest of the tariffs—probably as a marketing move as he gave a speech in Michigan marking his 100 days in office. As a result, carmakers around the world and major US indices posted gains yesterday.
Part of the gains was also due to hope that US corporate earnings would be resilient to tariff uncertainty, that Scott Bessent is eyeing July 4th to pass a multi-trillion-dollar tax cut package...

The week kicked off on a slightly positive note for European equities on continued expectations that the disinflationary impact of Trump’s trade policies would allow the European Central Bank (ECB) to give ample support to the underlying economies. But sentiment was much less bullish for US equities, which saw an initial drop on rising inflation expectations for the US economy and worries that any Federal Reserve (Fed) support would be limited due to a heat-up in inflation dynamics.
Calmer flow of Trump news may allow investors to focus on critical economic data (US jobs, GDP, Euro inflation) and earnings (including...

The week starts with mixed feelings. Market mood improved last week as US President Donald Trump eased pressure on Federal Reserve (Fed) Chair Jerome Powell, announced some progress with trading partners including Japan and India, and said that the triple-digit import taxes on Chinese products will probably be ‘substantially’ revised lower. And happily, we heard no major bombs from Trump or his administration over the weekend. It could hardly get better than this given the situation.
Investors will focus on an avalanche of earnings announcements, the first update of the US Q1 GDP and April preliminary inflation figures of the...

Yesterday allowed global risk investors to take a deeper breath. Dovish comments from Federal Reserve (Fed) members, and de-escalation of trade tensions between the US and China allowed a further recovery in global equities. Optimism was backed today by the Chinese announcement that it is considering easing tariffs on some US imports, further signalling de-escalation of trade tensions and supporting earlier comments from the Trump administration that triple-digit tariffs could come ‘substantially’ down.
On the individual front, Google - that announced its latest results yesterday after the bell - showed better-than-expected revenue growth for both its advertising and cloud segments,...

Hectic and unpredictable, the Trump show continues. Sentiment is fragile, pressure on equities and the USD remains tight, crude oil’s positive momentum is hit by lower IMF growth forecasts and nothing is less certain for company earnings: the earnings season is shadowed by tariff uncertainty as well. Gold remains the ultimate hedge to trade shenanigans while the European assets and the euro attract inflows.
Listen to find out more!

Valuing a company doesn’t have to be rocket science. While complex models like DCF and enterprise value exist, most investors turn to one powerful tool: the Price-to-Earnings (PE) ratio. In this episode, we break down what the PE ratio really tells you, why it matters, and how it can help spot growth vs. value stocks — with real examples like Tesla, Nvidia, and Nestlé.
You’ll learn how PE ratios can uncover hidden potential or warn you of overhyped bubbles, depending on market conditions, rates, and investor expectations!
Listen to find out more!

Bonds aren’t just for fixed-income geeks — they’re the heartbeat of global markets. In this episode, we dive deep into bond yields and the yield curve, exploring how they shape everything from equity valuations to FX trends and central bank policy transmission.
Whether you’re trading stocks, watching the Fed, or just wondering why markets react so strongly to rate moves, this is your must-watch explainer. We’ll break down why rising yields hurt tech stocks, how carry trades work in FX, and what an inverted yield curve could be telling you.
Listen to find out more!

A few pieces of good news helped calm investors’ nerves before the Easter break. First, Donald Trump said yesterday that the US and Japan made ‘big progress’ in trade negotiations. He also said that there could be a deal with the EU, even though I’m reading that the EU is preparing export restrictions toward the US, provided that the first round of talks didn’t result in anything other than frustration for the Europeans. The Chinese are open to talk if Trump and team respect them, so that’s not an easy win. But overall, things haven’t gotten worse over the past...

Similar to FTX and Luna another Altcoin went bust, but what are the implications on the markets?

00:00 Intro
00:24 Preview
00:52 Mantra
03:29 Bitcoin
04:56 Ethereum
07:21 Solana
07:59 Charts
09:41 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

Yesterday was yet another ugly day of trading, especially for the US and the technology companies. The Federal Reserve (Fed) President warned that the tariffs were significantly higher than they thought, that they could soften employment and boost inflation, that inflation could stick around longer than they thought, that they don’t know how long the impacts will flow through the economy and how they will impact the long-term inflation expectations. He added that they can’t achieve long-term strong growth and employment if they don’t achieve price stability first. In simple words, Powell said inflation is their priority and that the...