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Trade news keeps getting better. Yesterday, it was the chipmakers’ turn to lead the rally, as Saudi Crown Prince Mohammad bin Salman pledged to spend as much as $1 trillion in commercial deals with the US, while Jensen Huang announced in Riyadh that the company will be selling chips to the Saudi Arabian AI company Humain for a massive data center project. Chip stocks led a broad-based US equity rally while gains in Europe remained limited.
On the macro side, investors also digested the latest US inflation report — which showed prices rising last month, but less than expected on...

The week kicked off with the news that the US and China would announce ‘substantial’ progress in trade negotiations — and the progress was indeed close to substantial. Markets rallied with joy, gold and the franc softened, the US dollar rallied, US treasuries retreated.
Gains are being given back today as European and US futures are also down — a bit of a hangover after yesterday’s party, a moment to question how good the news really is, and how long the truce might last. Recent days have brought major progress to the table, this isn’t the end. Talks could be...

The weekend brought good news. The negotiations between American and Chinese officials this weekend in Geneva went well – apparently – as US Treasury Secretary Bessent said that ‘substantial progress was made.’ The foretaste of de-escalation is giving a boost to risk appetite this morning –although pharma stocks are under pressure on Trump’s plans to order a cut in US prescription drug costs – he doesn’t want Americans to pay more than people in countries with the lowest price...
In FX, the US dollar is slightly softer this morning – on the back of trade optimism – while the Swiss...

Not only do we have a new pope this week, but we also have the first deal in Trump’s global trade war, this time between the UK and the US. Trump’s enthusiastic announcement, complete with a lot of CAPITAL LETTERS, helped inflate sentiment, making this US-UK deal feel bigger than it actually is.
Still, the news of the US-UK deal resonated positively across global financial markets and all eyes are on the first in-person meeting between US and Chinese high-level officials in Geneva tomorrow to discuss tariffs. Further de-escalation could boost equities and the US dollar further and pull gold...

This week’s Federal Reserve (Fed) meeting went according to plan. It was hawkish—though just about as hawkish as expected. The Fed kept interest rates unchanged, as widely anticipated, and signalled it's in no rush to cut them before gathering more data to assess the real impact of the tariff policy. It believes tariffs could lead to higher inflation and higher unemployment. And even though the spike in inflation is expected to be temporary, there’s a chance it could linger.
The US 2-year yield rebounded after the decision, the probability of a June cut eased to 20%, and US equities came...

Today the Ethereum Pectra Upgrade goes live - what are the changes that it brings?

00:00 Intro
00:23 Disclaimer
00:27 Preview
00:51 Bitcoin
04:48 Ethereum
06:46 Solana
08:05 Ripple
09:52 Subscribe & Good bye

#crypto #cryptonews #cryptotrading #swissquote

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The futures are in the positive this morning on news that the trade talks between the US and China could lead to progress, as the Chinese Premier will reportedly meet US Treasury Secretary Bessent later this week to discuss tariffs.
The People’s Bank of China (PBoC) freshly lowered its policy rate and reserve ratio today in an effort to strengthen its monetary support for the Chinese economy, which is seeing a slowdown in activity. As such, the CSI 300 is better bid this morning – the index is back to April 2nd levels, when Trump blew the world’s mind with...

The week kicked off on a bearish note for US equities as the buying that had been driven by hopes of a turnaround in trade winds over the past nine sessions is gently losing momentum.
In FX, the US dollar remains softer across the board; its rapid selloff against Asian peers was particularly in focus over the past two sessions and raised concerns about the dollar’s status as a safe haven and reserve currency.
The Federal Reserve (Fed) starts its two-day meeting with no expected change to its policy this week, while earnings are not looing bad but forecasts are...

The week begins with a sharp decline in oil prices – around 4% at the time of writing – as OPEC+ announced it would accelerate output restoration by 411K barrels per day. No one knows the motivation behind the move, but the impact on oil’s direction is clear: to the downside.
PS: Lower oil prices are obviously a straight positive for bringing inflation lower for the US and elsewhere, and potentially allow global central banks to tame the negative impact of the trade war on their respective economies. The Federal Reserve (Fed) is expected to maintain rates unchanged this week,...

The S&P 500 gained for the eighth consecutive session despite a set of soft economic data and cautious earnings forecasts. The lack of escalation in the trade war over the past week and dovish Federal Reserve (Fed) expectations certainly explain a major part of the recent gains. But optimism remains fragile, and the Fed’s ability to help depends on the trajectory of inflation.
Today, eyes are on the US official jobs data and Big Oil earnings. While soft jobs data could temporarily fuel the dovish Fed expectations and keep investor appetite in check, disappointing results from oil giants – combined...