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The Federal Reserve (Fed) delivered the second rate cut of the year yesterday. Chair Jerome Powell said that the Fed doesn’t rule ‘out or in’ a rate cut in December, that the US economy is expanding solidly, that conditions in the labour market eased but the unemployment rate remains low, that inflation ‘made progress’ but not a ‘further progress’ – just progress – toward the committee’s 2% objective but remains elevated’, that the Trump policies won’t have an immediate impact on the US fundamentals as they don’t know how much time it will take the new Trump administration to implement...

The 2024 US election delivered a decisive victory for Donald Trump, with Republicans positioned to gain control of both houses of Congress.
US equities gained, led by banks, energy stocks and small caps, Bitcoin and US dollar strengthened, gold and Swiss franc fell, along with a decline in metals and international equities, and major & EM currencies.
While the US election clarity is cheered by some pockets of the market, there are rising uncertainties regarding how the anticipated pro-US growth policies and Trumpflation will resonate in the rest of the world, and at the Fed.
In this new context (as...

Trump has almost won, but what does it mean for Bitcoin?

00:00 Intro
00:20 Preview
00:31 Bitcoin & the US election
07:38 The SEC
09:47 Subscribe & Good bye

#crypto #cryptonews #cryptotrading #swissquote

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We’re on the cusp of the US election results. They’re starting to trickle in, pointing toward a more favourable outcome for the Republicans and Donald Trump. As a result, the so-called ‘Trump trade’ is in full swing this morning.
The US yields are pushing higher, Bitcoin hits record, the US dollar is stronger against most currencies (even against gold and Swiss franc), and US equity futures advance while the European investors don’t smile.
In earnings, Palantir hit record high on strong earnings and forecast on AI demand, semiconductors surfed on the news, while Saudi Aramco’s weak earnings get the OPEC-encouraged...

The week started on a cautious note in Europe and the US as today’s US presidential election looks very close to call and could eventually result in a tight – and even a contested outcome. As such, the major risk today is not a Harris or a Trump win, but it’s the reality that a Harris win could be heavily contested by Mr, Trump and lead to violence and chaos, and more uncertainty than necessary and hit sentiment.
But apart from that, the fact that Trump and Harris have different economic and political agendas, different priorities and the fact that...

On Friday, the US announced a meagre 12K nonfarm job additions last month, the manufacturing and private nonfarm payrolls printed negative numbers. But the bright spot was that unemployment remained steady at 4.1% - suggesting that the NFP number probably took a one-off hit, and the wages continued to grow by 4% on a yearly basis. The market is now convinced that the Fed will announce another 25bp cut when it meets this week. That announcement is due Thursday, as before that we have the US election – on Tuesday.
Even though the prediction markets have been in favour of...

Könnte Bitcoin noch vor den US Wahlen zum Allzeithoch ansetzen?

00:00 Intro
00:20 Preview
00:45 Bitcoin
04:43 Solana Vs Ethereum
06:51 Subscribe & Good bye

#crypto #cryptonews #cryptotrading #swissquote
_____
Learn the fundamentals of trading at your own pace with Swissquote's Education Center. Discover our online courses, webinars and eBooks: https://swq.ch/wr
_____
Discover our brand and philosophy: https://swq.ch/wq
Learn more about our employees: https://swq.ch/d5
_____
Let's stay connected:
LinkedIn: https://swq.ch/cH

Equity selloff in Europe and US extended on Thursday. Technology stocks suffered the biggest losses after Microsoft and Meta were hit by a 6% and a 4% decline respectively.
The US futures are slightly in the positive this morning, as Amazon and Intel rallied in the afterhours trading after releasing better-than-expected Q3 results. Today, US’ Big Oil companies will go to the earnings confessional and will certainly post weak numbers due to weak oil and gas prices as did their European peers throughout this week. But, given that the expectations are quite low, beating them is easier.
Speaking of oil,...

European and US markets nosedived yesterday on the back of ‘good news is bad news’ and the futures hint at a bearish start to Thursday’s session. Growth on both sides of the Atlantic Ocean came in better than expected, but inflation in the Eurozone ticked higher than expected and gave a positive jolt to the euro. UK budget on the other hand went quite smoothly for the pound. The bad news were countered by the tamed Bank of England (BoE) easing expectations. The BoJ refrained from changing policy today.
For now, the US dollar remains bid despite yesterday’s weakness, the...

Big Tech investors weren’t disappointed on Tuesday, as Alphabet announced better than expected results after the bell, but news at AMD were not enchanting, they gave a lacklustre revenue forecast for the current quarter, a message that raised worries about potentially slowing AI sales. Today, it’s Microsoft and Meta’s turn to reveal how well they did last quarter. The earnings announcements will continue with Apple and Amazon on Thursday – and Exxon and Chevron on Friday.
But the latter may be less enthusiastic than the tech peers. BP yesterday announced the slowest profit growth in nearly four years due to...