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Flip flop policies play against US assets, favour European, Asian peers | MarketTalk: What’s up today? | Swissquote

Flip flop policies play against US assets, favour European, Asian peers | MarketTalk: What’s up today? | Swissquote

10m 54s

Donald Trump paused tariffs imposed on Canadian and Mexican imports two days after imposing 25% levies on its biggest trade partners’ products amid sanguine market reaction and resistance from trade partners. Beyond the politicians who refused to surrender, Walmart’s Chinese suppliers reportedly refused to take on a 10% price cut on their products while Europe is looking to replace Elon Musk’s Starlink in Ukraine by a European alternative, the French satellite operator Eutelsat, to make sure not to give the communication capabilities into the hands of a no-ally-anymore. Eutelsat’s stock price gained more than 500% in just a week. The...

Time to rethink the roadmap as major drivers change | MarketTalk: What’s up today? | Swissquote

Time to rethink the roadmap as major drivers change | MarketTalk: What’s up today? | Swissquote

11m 28s

US President Donald Trump said that the tariffs that concern the North American car industry will be delayed by a month... a day after he imposed 25% levies on all Mexican and Canadian imports. Global markets welcomed Trump’s move to turn a threat into reality and then roll it back—arguably a better outcome than imposing and sticking to 25% tariffs. However, the uncertainty and lack of seriousness in these decisions will undoubtedly have a sizeable impact on US growth.
The market conditions are getting appetizing for traders that are looking for interesting short-term opportunities, but it’s important to have a...

USD rally reverses as Trump’s tariffs backfire | MarketTalk: What’s up today? | Swissquote

USD rally reverses as Trump’s tariffs backfire | MarketTalk: What’s up today? | Swissquote

11m 51s

Trump’s tariffs went live yesterday, sending global markets—including the US indices—tumbling, until rumours of a potential rollback started circulating. High volatility is driving investors toward safe havens like bonds and gold, while the Trump-fueled rally in the US dollar index has already reversed.
The DAX got hit by a hefty 3.50% selloff, the CAC 40 fell 1.85% while the Stoxx 600 tumbled more than 2%, the Japanese Nikkei eased to the lowest levels since September and the major US indices – from big cap, tech-heavy to medium and small cap benchmarks – fell below the levels they were trading at...

Markets react to changing growth expectations in US and Europe, favouring European assets | Swissquote

Markets react to changing growth expectations in US and Europe, favouring European assets | Swissquote

10m 48s

Today marks a turning point in Donald Trump’s tariff policy. It is the day the tariff threat will materialize – unless there is a surprise U-turn – and hammer hopes that the aggressive tariff threats were not just a negotiation tactic.
US stocks are sold on expectation that higher tariffs will boost inflation, prevent the Federal Reserve (Fed) from giving the necessary support and slow growth. The European stocks on the other hand are in demand – appetite for defense stocks increasing by the day.
It’s crucial to note that market sentiment is now influenced less by the central bank...

Euro, European equities up on higher military spending, growth prospects | MarketTalk: What’s up today? | Swissquote

Euro, European equities up on higher military spending, growth prospects | MarketTalk: What’s up today? | Swissquote

11m 3s

A clash between Trump and Zelensky and UK’s Starmer’s call for a ‘coalition of the willing’ is marking investor sentiment this Monday morning. Oil prices initially rose in early Asian trading amid concerns that the Trump-Zelensky conflict could delay any path to lasting peace. However, selling pressure outweighed geopolitical risk perception, as last Friday’s US economic data fueled concerns about slowing growth—Atlanta Fed's GDPNow tanked to -1.5%!
The EURUSD started the week on a positive note after slipping below its 50-day moving average on Friday. European futures gained on prospects of higher spending that could boost growth.
On the data...

AI hesitation, tariffs and inflation worries weigh on global stocks | MarketTalk: What’s up today? | Swissquote

AI hesitation, tariffs and inflation worries weigh on global stocks | MarketTalk: What’s up today? | Swissquote

10m 59s

Despite beating both revenue and earnings expectations and the forecasts for the current quarter, Nvidia got beaten by the market. The share price tanked 8.50% in yesterday’s post-earnings session and pulled the broader technology sector down with it.
New tariff talk from Donald Trump weighed on the sentiment, as well, sending the US dollar higher, the European indices lower with the exception of European defense stocks some of which traded at all-time high levels.
On the data front, the US GDP data confirmed yesterday that the US grew 2.3% in Q4, as expected, but the price pressures were stronger than...

When ‘amazing’ is not enough... | MarketTalk: What’s up today? | Swissquote

When ‘amazing’ is not enough... | MarketTalk: What’s up today? | Swissquote

10m 50s

Nvidia continues to do an amazing job. But the latest record-breaking results failed to impress investors. As such, Nvidia may not boost the market sentiment in the same way it boosted over the past two years after its results, but the AI mascot’s earnings will sure not harm the AI outlook, or be an additional drag. S&P500 and Nasdaq futures are up this morning. Let’s see if optimism could survive to the tariff talk, with the ongoing confusion regarding when Trump’s 25% tariffs on Mexico and Canada would go live: March, April?
Of course, the tariff threats are weighing on...

Crypto Crisis Part Two! | Crypto Talk | Swissquote

Crypto Crisis Part Two! | Crypto Talk | Swissquote

8m 59s

After the biggest exchange hack at ByBit the entire industry is in shambles. How will the coins continue?

00:00 Intro
00:22 Bybit hack
03:02 Bitcoin
04:49 Solana
05:13 Chart development
07:53 Prospect
08:31 Subscribe & Good bye

#crypto #cryptonews #cryptotrading #swissquote

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Hopes rest on Nvidia’s shoulders | MarketTalk: What’s up today? | Swissquote

Hopes rest on Nvidia’s shoulders | MarketTalk: What’s up today? | Swissquote

11m 29s

Yesterday was yet another ugly session for US stocks. The increasingly heavier weight of Trump talk, deteriorating relationships across the globe – except Russia – combined with higher inflation expectations on tariffs, the uptick in inflation and weakening expectations from US consumers are certainly to blame for the selloff in equities – that boost appetite in bonds, considered to be a safer investment option. Major US indices fell, Roundhill’s Magnificent 7 ETF dived more than 2%, Tesla tumbled more than 8% on news that its European sales nosedived 45% in January. Nvidia lost 2.80% and tested its 200-DMA to the...

Changing investment landscape under Trump | MarketTalk: What’s up today? | Swissquote

Changing investment landscape under Trump | MarketTalk: What’s up today? | Swissquote

11m 20s

The European stocks started the week near flat, while German companies gave back early gains, boosted by the idea – hope – that the new German government will relax spending rules and announce a special defence spending budget that could go up to 200bn euros to take its own security in its own hands for the first time since the WWII.
Every penny spent on defence is one less penny spent elsewhere, and the latter could accelerate rotation toward the European equities. The worsening geopolitical and trade outlook boost appetite for safer pockets of the market. The US yields and...