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From Big & Beautiful to Ugly & Personal

From Big & Beautiful to Ugly & Personal

10m 50s

Donald Trump and Elon Musk went from best friends to worse enemies, while relations between Trump and Xi look better after the much-expected phone call between the two leaders. The rare earth metals ETFs are up while stock investors remain on the sidelines before the release of the latest jobs data from the US before the weekly closing bell... that could – maybe – further boost the dovish Federal Reserve (Fed) expectations and send major indices higher.
Elsewhere, the European Central Bank (ECB) cut rates yesterday but signalled the end of the easing cycle, crude oil continues to see support...

Unideal trade news, data threaten global risk rally...

Unideal trade news, data threaten global risk rally...

10m 24s

iShares MSCI All World Index just hit a fresh all-time high yesterday — only a few hours after the OECD cut the global growth forecast, citing global trade uncertainties, tighter monetary conditions, and weakened consumer and business sentiment.
Yet investors couldn’t care less. Dips in equity markets are still seen as opportunities to buy cheaper despite unideal news on the trade and data fronts... But if you want to know, yesterday’s ISM services data showed a surprise contraction, and the ADP jobs report was weak — just 37,000 new private jobs last month. Over the past four months, three readings...

Ethereum refocusing for the bullrun | Crypto Talk | Swissquote

Ethereum refocusing for the bullrun | Crypto Talk | Swissquote

8m 46s

Looks like Ethereum is heavily refocusing to get back into the bullmarket action!

00:00 Intro
00:24 Disclaimer
00:29 Preview
00:49 Bitcoin
03:35 Ethereum
06:35 Ripple
08:19 Subscribe & Good bye

#crypto #cryptonews #cryptotrading #swissquote

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Call it FOMO, TACO, unfunded Fed optimism, but US equities remain upbeat

Call it FOMO, TACO, unfunded Fed optimism, but US equities remain upbeat

10m 27s

Market performance was surprisingly strong yesterday, especially considering the day began in the US with a sharp downgrade in global growth projections from the OECD. The trade headlines were also negative while the economic data was mixed and the Federal Reserve (Fed) is reluctant to move due to rising inflation expectations. So it’s probably FOMO—and it feels fragile.
Today, investors will watch the ADP employment report and ISM non-manufacturing data for fresh insights into US economic strength. Strong numbers may support further gains while soft figures Maybe could trigger a pullback. Or maybe not. Markets seem to have their own...

Gold, goldminers, Swiss franc and European defense stocks continue to attract inflows

Gold, goldminers, Swiss franc and European defense stocks continue to attract inflows

11m 6s

The month of June started on a bearish note, as renewed trade tensions and mixed economic data dominated the headlines. Trade tensions are now accompanied by military tensions. The British PM announced yesterday at the government’s Strategic Defense Review that £15bn will be spent to bring Britain up to ‘war-fighting readiness’. Needless to say, European defense stocks cheered the news: Select Stoxx Europe Aerospace & Defense ETF gained another 1.63%, also reaching a new record, while the rest of the Stoxx 600 remained muted.
Gold rallied to a three-week high on the back of renewed geopolitical jitters, while USDCHF sank...

Trade tensions weigh on sentiment, as oil jump on Ukraine drone attacks deep into Russia

Trade tensions weigh on sentiment, as oil jump on Ukraine drone attacks deep into Russia

10m 38s

Welcome to June. So we’re in June. The month of May ended with a whopping 6% advance for the S&P500, defying the ‘Sell in May and Go Away’ adage on Wall Street that points to a generally unfavourable seasonal trend for the month. But the S&P500’s performance is hiding a few issues on the US debt and global trade fronts: trade tensions are rising between the US and EU/China, oil prices are up on escalating tensions between Russia and Ukraine and risk appetite is limited this morning, except for defense and energy companies.
This week, investors will watch the PMI...

Tariff Saga Act 3: Legal Worries

Tariff Saga Act 3: Legal Worries

10m 29s

What began as early trade optimism yesterday – triggered by the US Court of International Trade deeming Trump’s tariffs illegal – turned out to be too good to be true. Things quickly got messy when Trump appealed the decision, prompting the US Court of Appeals to pause the ruling in order to review arguments from both sides. Meanwhile, a separate federal court issued a similar but more limited decision on the tariffs. As a result, the initial ruling that had cancelled the tariffs is now effectively on hold.
So it’s under this heavy cloud of uncertainty that the early risk-on...

Nvidia earnings, tariff ruling fuel rally across global financial markets!

Nvidia earnings, tariff ruling fuel rally across global financial markets!

10m 16s

Nvidia below past earnings despite the Chinese hit and a US court deemed Trump’s tariffs illegal. The markets are up this morning, the US dollar gains, gold and franc retreat.
US and European leaders are scheduled to speak today, but the court ruling may shift the tone of those talks. At this point, it’s unclear whether trade negotiations are even necessary anymore.
European markets are closed today due to Ascension Day, so while futures are trading higher, the thin volumes could exaggerate market moves – and it looks like the good news will get the support.
Listen to find out...

Optimism – though hardly backed – reins ahead of Nvidia earnings

Optimism – though hardly backed – reins ahead of Nvidia earnings

11m 9s

Market mood is astonishingly great this week on the back of a global decline in yields, triggered by the Japanese government’s will to adjust the size of its bond issuance amid a selloff in long-maturity bonds sent 30- to 40-year JGB yields to all-time highs. The rally in Japanese bonds helped pull the US 30-year yield below the 5% mark. And optimism from falling sovereign yields was compounded by better-than-expected US durable goods orders in April and a surprise rebound in consumer confidence in May. The Conference Board’s gauge posted the biggest monthly gain in four years and exceeded all...

Equities rally on thin ice as trade negotiations take over the headlines

Equities rally on thin ice as trade negotiations take over the headlines

10m 42s

The week started on a slow but hopeful note for European markets, with expectations that Trump’s latest 50% tariff threat on European imports would accelerate negotiations but that market optimism fascinates me. European markets are flirting with ATH levels, US futures were also up yesterday—but the reality is that with every piece of incoming information, the collective welfare deteriorates. Still, moving forward, fresh deals between the US and major trade partners could further boost market sentiment and send indices on both sides of the Atlantic to fresh ATH levels—but whether that optimism lasts is yet to be seen. The economic...