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Friday’s economic data was yet another proof of the diverging fortunes between the US economy and the rest of the developed world. In the morning, the UK announced that its retail sales slumped for the second straight year, fueling the worries of a mild recession in the UK this year. But in the afternoon, Michigan’s consumer sentiment index showed an advance to a more than two year high, the expectations improved more than expected, and falling inflation expectations were a cherry on top.
Strong US economic data has been tempering the expectation of a March rate cut from the Federal...

Forget about the Federal Reserve (Fed) dovish expectations that should be dialed back because the American economy is too strong to require a rate cut as early as March from the Fed. Forget that strong US economic data is not good news for the market. And forget about the fact that the rally in tech stocks should temper, to let the rest of the market catch up with the Magnificent 7. Because it isn’t happening. Nasdaq 100 hit a fresh ATH yesterday, even though the latest US data showed that the initial jobless claims fell more than expected to the...

Investors continue to come back to their senses and the latter involves trimming the interest rate cut expectations that went ahead of themselves over the past few months. Yesterday, the Federal Reserve’s (Fed) Beige Book survey suggested that resilient consumer spending during the holiday season helped propel the US economy, and another solid rise in the US retail sales confirmed that spending in the US didn’t slow by the end of last year. The probability of a March cut fell to around 60% from around 80% at the start of the year,
The market and the central bankers have started...

The bitcoin ETF is finally here, what happened on the launch day? And what's going to happen next?

00:00 Intro
00:19 Preview
00:40 Bitcoin / ETF
04:24 Ethereum / ETF
06:32 Solana
07:30 Subscribe & Good bye

#crypto #cryptonews #cryptotrading #swissquote

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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
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Learn more about our employees: https://swq.ch/d5
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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

_____
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