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Narrative remains bullish

Narrative remains bullish

11m 1s

Markets leaned dovish after Jerome Powell’s latest speech, as the Federal Reserve (Fed) Chair refused to commit to a rate cut at next month’s meeting. Powell highlighted the downside risks to the jobs market and the upside risks to inflation, painting a mixed picture that calls for careful adjustment. Still, bond markets reacted with lower yields and traders now price a 94% chance of an October cut.
Equities pulled back from record highs, but the underlying story hasn’t changed: the Fed is easing into a resilient economy, corporate earnings remain strong and inflation is sticky but manageable. In Europe, PMIs...

Holy Nvidia!

Holy Nvidia!

10m 22s

Every time you think the AI rally has topped out, it finds another gear. Nvidia hit a fresh all-time high after reports it’s deepening its partnership with OpenAI to build massive new data centers — we’re talking about 10 gigawatts of capacity, the scale of ten nuclear reactors. A genius move: OpenAI needs Nvidia chips, and Nvidia is making sure it gets both the sales and the strategic tie. Elsewhere, Oracle rallied 6% on news it will secure TikTok’s US algorithm. Together, Big Tech pushed US indices to new highs, while non-tech sectors lagged. In bonds, the 2-year yield rose...

Sentiment mixed as US trade war extends into services...

Sentiment mixed as US trade war extends into services...

10m 42s

Markets kicked off the week on a mixed note. Last week’s Federal Reserve (Fed) rate cut gave equities a boost, but news that the Bank of Japan (BoJ) may begin reducing its ETF holdings added some caution. But Wall Street shrugged it off, with the S&P 500 and Nasdaq hitting fresh record highs, while the Nikkei and European indices saw modest pressure. Nikkei is up this morning, but equities in China are down on no major clarity on US-China trade war, while massive rise in H-1B visa costs are weighing on Indian tech stocks this morning.
The US dollar is...

BoJ crashes the party with the announcement of upcoming ETF sales

BoJ crashes the party with the announcement of upcoming ETF sales

11m 13s

US markets hit fresh all-time highs yesterday after the Federal Reserve (Fed) cut rates, with the S&P 500, Nasdaq and Dow Jones rallying, and small caps jumping 2.5%. Europe also rebounded, despite the European Central Bank (ECB) and the Bank of England (BoE) holding rates steady. But while the champagne flowed in the US, Japanese equities woke up with a hangover: the Bank of Japan (BoJ) kept rates unchanged but announced it will start selling ¥330bn in ETFs per year, dampening sentiment and sending the Nikkei down more than 2%. The ripple effects could hit global risk appetite, push long-term...

Less dovish but more reassuring Fed to back US dollar recovery

Less dovish but more reassuring Fed to back US dollar recovery

10m 29s

The Federal Reserve (Fed) has finally pulled the trigger on rate cuts — 25bps down, with two more likely this year. But the dot plot reveals deep divisions inside the Fed for next year: some see no further moves, a few even expect hikes, while others want far steeper cuts. For now, the message is clear: the Fed is not bending to political pressure, and markets are left guessing what comes next.
Stocks wobbled, yields bounced and the dollar bounced back from the year lows, but sentiment is getting bullish as investors digest the news, and the dollar could claim...

FED decision good or bad for crypto? | Crypto Talk | Swissquote

FED decision good or bad for crypto? | Crypto Talk | Swissquote

9m 56s

Will today's FED decision impact Bitcoin positively or negatively?

00:00 Intro
00:24 Disclaimer
00:28 Preview
00:53 Bitcoin
05:18 Ethereum
06:59 Solana
09:29 Subscribe & Good bye

#crypto #cryptonews #cryptotrading #swissquote

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All eyes on the Fed, and the dot plot!

All eyes on the Fed, and the dot plot!

10m 40s

US markets keep breaking records as the Federal Reserve’s (Fed) next move takes center stage. Will Powell stick to the dovish script, or surprise with a tougher stance? Futures are already pricing multiple rate cuts this year, all eyes are on the dot plot!
Across the Atlantic, the Stoxx 600 fell yesterday on bank and insurer weakness, while sterling is supported by mixed jobs and inflation data that suggest that the Bank of England (BoE) will likely stay cautious this week, as the ECB signals it may be done cutting for now—paving the way for the EURUSD to push toward...

Global rally extends into Fed decision

Global rally extends into Fed decision

10m 23s

Another record day for the S&P 500, fueled by strong earnings and the Federal Reserve’s (Fed) looming policy easing. Last quarter, S&P 500 companies grew earnings by ~13%, yet exclude Big Tech, growth was only 3 4%. A third of the index is dominated by Big Tech, with Nvidia alone accounting for ~8%, creating an ecosystem that keeps tech-heavy indices like the S&P 500 and Nasdaq in demand even amid economic weakness. Google jumped 4%, hitting a $3T valuation, driven by AI momentum and news it doesn’t need to divest Chrome. Nvidia held ground despite China’s antitrust headlines.
Now investors are watching the...

Why gold always shines in times of crisis | Unlocked | Swissquote

Why gold always shines in times of crisis | Unlocked | Swissquote

33m 53s

✨ Gold, a timeless safe haven? As markets wobble, the yellow metal holds on to its aura of security. Between tradition, stability, and new challenges (crypto, ETFs, inflation), is gold still worth betting on in 2025? 💰

🎧 In this episode of UNLOCKED, discover why gold continues to fascinate, its paradoxes, and what it can still bring to a modern portfolio. From its role with central banks to its lack of yield, explore why it remains intriguing — and what it reveals about our relationship with modern finance.
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Investing in financial products such as digital assets and CFD...

Fed optimism, technology appetite fuel global equity rally

Fed optimism, technology appetite fuel global equity rally

10m 1s

have traders bracing for the Federal Reserve’s (Fed) first rate cut this year on Wednesday — with expectations building for a full easing cycle ahead. The dollar stays under pressure, US 2-year yield hovers near year lows, and equities are pushing higher with the S&P 500 hitting fresh records.
Elsewhere, diverging policy paths are in focus: the European Central Bank (ECB) signals an end to easing, the Bank of England (BoE) is set to hold amid sticky inflation, while the Bank of Canada (BoC) could deliver another cut this week. Cherry on top, Fitch’s downgrade of France adds pressure on...