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The bond selloff continues. The global bond selloff is fueled by concerns over soaring debt levels leading to political turmoil and uncertainty in developed economies. This is compounded by major central banks' struggles to bring inflation down to their 2% target, amid various economic, political and geopolitical developments that could trigger a reversal in consumer prices worldwide. Consequently, the yields are rising and the expectations of further rate cuts from some major central banks are melting putting equities under pressure.
Markets’ sensitivity to major economic data will likely rise as policy uncertainties mount and appetite weakens. Due today, the US...

Surprise! The US economy added more than 250K new nonfarm jobs in December, some 90K more than expected, and the unemployment rate fell to 4.1%. If it’s any comfort for the Federal Reserve (Fed) doves: wages growth softened from 4% to 3.9% on a yearly basis. But all in all, the report looked very strong, and further hammered the dovish Federal Reserve (Fed) expectations. The US yields and the dollar gained, equities fell and the VIX index flirted with the 20 level, suggesting mounting discomfort among investors.
But not in oil! US crude oil jumped on fresh US and UK...

The selloff in British gilts and the pound slowed yesterday after Rachel Reeves compromised on her spending plans but the pound, as other major currencies, remain under a decent selling pressure into the US jobs data due later today.
Before the announcement of the US official jobs data, activity on Fed funds futures suggests that the Fed’s next rate cut should arrive in May – with around a 53% chance. A set of stronger-than-expected data could flip this expectation to the ‘no cut until June’ side very rapidly and enhance the selloff in the US dollar and support a further...

A rough start for Bitcoin in the new year. But while the ETF flows are going up and down we're focusing on what's going to happen this week in the world cryptos

00:00 Intro
00:26 New Years
00:56 Preview
01:17 Bitcoin
04:00 Solana, Ethereum, Base
05:07 Ripple
06:22 Bitcoin Chart
07:06 Ethereum Chart
07:42 Solana Chart
08:22 Ripple Chart
09:10 Subscribe & Good bye

#crypto #cryptonews #cryptotrading #swissquote

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The selloff in US treasuries continued yesterday over concerns that Donald Trump’s presidency would boost spending and inflation in the US, and make the Federal Reserve’s (Fed) job of bringing inflation back to the 2% target more difficult. The selloff slowed after weaker-than-expected ADP report.
Across the Atlantic, The 10-year gilt yield advanced to the highest level since 2008 yesterday and broke above the peak levels that were reached during Liz Truss’ historic mini budget crisis. Sterling fell against a broadly bought US dollar, but also against the weakening euro.
The barrel of US crude remembered what it was like...

Good news was bad news yesterday and they even wiped out the optimism that Nvidia initially created around AI with the announcement of new products.
The US released a set of higher-than-expected ISM data, suggesting that non-manufacturing activity was better than expected in December – in contradiction to the S&P’s PMI data released a day before. But what really dampened the market mood was that prices paid by companies unexpectedly - and meaningfully - jumped to the highest levels since 2023. Separately, JOLTS data hinted at an unexpected jump in job openings in November to above 8 mio jobs openings....

Early year worries that the AI rally would fizzle out were rapidly wiped out at the start of this week by several news, including Microsoft’s announcement to be willing to spend $80bn on data centers – which pushed the stock up to 1.4% yesterday and Foxconn’s announcement of a 42% surge in its December sales thanks to AI-driven demand.
But mood beyond tech was murkier. The Dow Jones for example was slightly lower on Monday, as US yields spiked.
The US dollar couldn’t benefit from higher yields as Washington Post reported that Trump’s policies wouldn’t be as harsh as promised....

Here we are, the last day and the last trading day of the year. It’s now been about two years that ChatGPT was launched and it’s been two years that the AI buzz pushed some US Big Tech companies to ... the sky, really.
The consensus is that 2025 should be a good year, that the easing central bank policies and falling yields should help the US Big Tech rally to further broaden toward the non-tech pockets of the market, and beyond the US.
In FX, the US dollar index is having its best year since 2015 and could continue...

Last week ended on a positive note for the European stocks and negative note for the US stocks. Friday saw the S&P500 dive more than 1%, while the Stoxx 600 closed 0.67% higher. We can’t drive major conclusions in a holiday-shortened and thin-trading-volume week, but last week’s price action looked pretty close to the narrative of rotation from tech to non-tech stocks that many investors expect to be the theme of next year.
Asian markets opened the week on a negative note. The Japanese Nikkei index and Australian stocks were offered this Monday with trading volumes nearly 20% lower the...

Those glued to their screens, hoping for Santa’s arrival, were left disappointed. The major US indices weren’t in good shape yesterday even after a mixed bag of US jobs data. The major US equity indices were softer as Bitcoin gave back Xmas day gains.
In China, equities are better bid since Chinese authorities pledge on Tuesday to sell a record amount of 3 trillion yuan worth of special treasury bonds next year to give support to the economy. In Japan, the Nikkei index surged past the 40’000 mark on the back of a weakening yen as the bears are out...