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The S&P500 hit a fresh record this year for the 38th time on Tuesday, banks rallied on earnings which showed that the big banks’ trading revenue jumped nearly 20% in Q2 and investment banking revenues rose significantly on increased dealmaking. The technology-heavy Nasdaq 100 lagged, with smaller gains. The Russell 2000 rallied another 3.5%, on the other hand, hinting at a developing sector rotation from Big Tech to others. Gold gained, oil fell, and the US dollar is under pressure, as the EURUSD drills above the 1.09 mark and Cable tests the 1.30 offers after a set of stronger-than-expected inflation...

The market uncertainties loom as different trades – Trump trade, reflation trade, China trade and AI trade – have diverging impact across regions and sectors.
On the data front, investors will focus on Canadian inflation print and the US retail sales, and UK inflation and jobs data later this week. Retail sales in the US are expected to have fallen 0.2% in June. Such weakness would back the Fed’s easing inflation story and further reinforce the expectation of a September Fed cut. We could then see the US dollar index make a decisive move below a major Fibonacci support and...

Donald Trump got this close to being assassinated this weekend while he was giving a speech in an election rally. The tragic event boosted the chances that Trump will win the presidential election in November. Bitcoin rallied, gold remains surprisingly unreactive as the US dollar gained and futures point to gains at the open as investors will increasingly focus on earnings. Besides big banks, Netflix and TSM are due to release earnings this week.
In the FX, the euro is set to extend gains against the USD ahead of Thursday’s European Central Bank (ECB) meeting while Cable could see resistance...

The softer-than-expected US CPI data sent the US yields and the dollar tumbling, and most majors rallying against the greenback. The USDJPY particularly attracted attention as traders tried to understand whether the move was natural, or it was somehow exacerbated by a Bank of Japan (BoJ) intervention.
In equities, the S&P500 and Nasdaq fell sharply yesterday after the US CPI data. The sharp rise in Fed rate cut bets and falling yields looked like they didn’t give support to the major US indices, but they did. The S&P500’s equal weight index jumped 1.20%. The flight from Big Technology to other...

Why was the ETH ETF delayed, will we see it before August? In today's episode we'll talk all things ETF (also Solana!)

00:00 Intro
00:24 Preview
00:53 Bitcoin
03:59 Ethereum
07:06 Solana
08:48 Subscribe & Good bye

#crypto #cryptonews #cryptotrading #swissquote

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The S&P500 and Nasdaq renewed record as bonds remained bid and US dollar soft after Federal Reserve (Fed) Chair Powell’s semiannual testimony and ahead of today’s US CPI update.
Technology stocks led gains on encouraging news from Taiwan, Apple rallied nearly 1.9% on optimistic iPhone sales forecast, US crude jumped after tipping a toe below the $81pb yesterday as the latest EIA data showed a 3.4-mio barrel fall in US oil inventories last week and as OPEC revised its global economic growth forecast slightly higher to 2.9%.
A set of data above expectations could slow down the doves and call...

Federal Reserve (Fed) Chair Jerome Powell’s testimony yesterday wasn’t overly optimistic but it revived the expectation that a rate cut could come sooner rather than later.
In the first day of his semiannual testimony before Senators, Powell said – for the first time in three years – that inflation is no longer the only threat to the US economy but the cooling jobs market also is. Although he didn’t want to offer a clear timeline when asked when the Fed would lower interest rates, Powell said that the latest jobs report sent a ‘pretty clear signal’ of a cooler labor...

Most European indices including the British big caps closed Monday’s session in the negative. The French CAC 40 underperformed its peers but the French yields ease, the yield spread with Germany narrowed and the euro was bid. We could see the EURUSD gain further positive momentum this week, especially if Federal Reserve (Fed) President Jerome Powell delivers a dovish speech before the congress between today and tomorrow, and the latest CPI update from the US comes in sufficiently soft.
The S&P500 and Nasdaq 100 hit fresh records yesterday and their journey is increasingly diverging from the economic data. The forecast...

The UK’s Labour Party is set to win a highly anticipated landslide victory in the general election. Cable is upbeat near 1.2770 and the FTSE futures are pointing at a positive start to the session.
In France, the situation looks better from a market perspective, as well. The latest polls suggest that Marine Le Pen’s National Rally could fall ‘well short’ of a majority at this weekend’s second and final tour of legislative elections. Investors are now in a hurry to return to French assets and the euro at discounted prices not to miss the post-election rally next Monday, the...

The UK’s Labour Party is set to win a highly anticipated landslide victory in the general election. Cable is upbeat near 1.2770 and the FTSE futures are pointing at a positive start to the session.
In France, the situation looks better from a market perspective, as well. The latest polls suggest that Marine Le Pen’s National Rally could fall ‘well short’ of a majority at this weekend’s second and final tour of legislative elections. Investors are now in a hurry to return to French assets and the euro at discounted prices not to miss the post-election rally next Monday, the...