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Yesterday was just another day where another policymaker pushed back on the exaggerated rate cut expectations. Federal Reserve’s (Fed) Christopher Waller said he sees ‘no reason to move as quicky or cut as rapidly as in the past’, and as is suggested by the market pricing. So that was it. Another enlightening moment went down the market’s throat in the form of a selloff in both equities and bonds and a rebound in the US dollar.
Many bankers and influential figures are wining, dining and speaking in the World Economic Forum in Davos this week, which doesn’t only offer snowy...

The chances are that the first quarter of this year will be marked by the realization that it’s too early for the central banks to cut the interest rates unless something really bad – like another bank crisis, or a real estate crisis, or another debt crisis hits the fan.
The divergence between the reason and market pricing suggests that the rate cut expectations will be gently delayed and pricing will be revisited.
If that’s the case, stock and bond markets should correct to the downside, and the US dollar should recover.
The US dollar kicked off this week on...

The US stock markets ended last week on a cautiously positive note. Friday’s producer price inflation came as a certain relief to inflation worries as the latest data showed an unexpected contraction in the monthly figure. The jump in oil prices, following the US and UK airstrikes in areas in Yemen controlled by the Houthis, which sent the barrel of American crude to past the $75pb level, didn’t last long. The barrel of US crude starts the week below the $73pb level, risks are tilted to the upside as conflict news continues to flow in this Monday.
Rising tensions in...

Optimism is on the menu ahead of today’s much-awaited US inflation report, and positive vibes will likely continue if today’s US inflation report comes in sufficiently soft. A consensus of analyst estimates on Bloomberg hints that US headline inflation may have gently increased from 3.1% to 3.2% in December, while core inflation has certainly eased from 4% to 3.8% - the slowest pace since May 2021. Data in line, or ideally softer than expected, will keep the Federal Reserve (Fed) doves in charge of the market and could further boost appetite in stocks and bonds – although the spectacular bond...

Optimism is on the menu ahead of today’s much-awaited US inflation report, and positive vibes will likely continue if today’s US inflation report comes in sufficiently soft. A consensus of analyst estimates on Bloomberg hints that US headline inflation may have gently increased from 3.1% to 3.2% in December, while core inflation has certainly eased from 4% to 3.8% - the slowest pace since May 2021. Data in line, or ideally softer than expected, will keep the Federal Reserve (Fed) doves in charge of the market and could further boost appetite in stocks and bonds – although the spectacular bond...

After many fake news attempts, will see a Bitcoin Spot ETF finally today? Or will there be a delay due to security issues at the SEC? Stay tuned!

00:00 Intro
00:17 Preview
00:34 Bitcoin / ETF
05:28 Subscribe & Good bye

#crypto #cryptonews #cryptotrading #swissquote

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The World Bank said yesterday that it expects growth to fall to 2.2% for the period that includes 2020 and 2024 and that’s the slowest 5-year period since 1990-1994. The slowing global growth expectations somehow keep the global yields subdued, but at 4% yield, the US 10-year bond is expensive and may not have much upside potential left unless fresh data points at softening activity, and ideally a further weakness in consumer prices.
The S&P500 and Nasdaq consolidate a touch below the December high – and both very close to their ATH. The uncertainty and the lack of clear direction...

The US equities followed up on the European stock market gains on Monday; technology stocks gained the most and their precious contribution to the S&P500 pushed the latter up by more than 1.40% yesterday, as Nasdaq 100 rallied past 2%. US politicians’ agreement on a 2024 spending bill, Chinese authorities’ announcement of further stimulus measures and sliding oi prices helped boosting optimism.
Investors are holding their breath before Thursday’s inflation report which could give a reason to the doves to remain in charge of the market, or not…
Listen to find out more!

The New Year unsurprisingly kicked off with a hangover for both stock and bond markets, as investors began the year by closing their positions and taking profit following an impressive two-month rally that was boosted by the expectation that the Federal Reserve (Fed) would soon start cutting the interest rates and cut them thoroughly throughout this year. Last week’s jobs data from the US came in stronger than expected, yet again.
As such, there is no surprise that we see the US 2-year yield rebound to 4.40% and the 10-year yield return past 4% - its biggest weekly advance of...

Here we are, on the last trading day of the year. We had a year completely different than what was expected.
The biggest takeaway of this year is the birth of ChatGPT which propelled AI right into the middle of our lives. Nasdaq 100 stocks close the year at an ATH, Nvidia – which was the biggest winner of this year’s AI rally dwarfed everything that compared to it. Besides Nvidia, ChatGPT’s sugar daddy Microsoft, Apple, Amazon, Meta, Google and Tesla – the so-called Magnificent 7 generated almost all of the S&P500 and Nasdaq100’s returns this year. And thanks to...