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Markets erupted in euphoria after headlines suggested that a potential US-Iran peace proposal could help de-escalate tensions in the Middle East. Oil prices plunged from recent highs, the US dollar weakened, yields dropped and equity markets surged to fresh records, with AI and semiconductor stocks once again leading the rally.
But is the market getting ahead of itself?

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Ipek Ozkardeskaya has begun her financial career in 2010 in the structured products desk of the Swiss Banque Cantonale Vaudoise. She worked at HSBC Private Bank in Geneva in relation to high and ultra-high net worth clients....

Markets erupted in euphoria after headlines suggested that a potential US-Iran peace proposal could help de-escalate tensions in the Middle East. Oil prices plunged from recent highs, the US dollar weakened, yields dropped and equity markets surged to fresh records, with AI and semiconductor stocks once again leading the rally.
But is the market getting ahead of itself?

Listen to find out more!

Ipek Ozkardeskaya has begun her financial career in 2010 in the structured products desk of the Swiss Banque Cantonale Vaudoise. She worked at HSBC Private Bank in Geneva in relation to high and ultra-high net worth clients....

Bitcoin is slowly creeping up to 80'000 USD, how long will it stay there?

00:00 Intro
00:27 Disclaimer
00:31 Preview
00:52 Bitcoin
03:50 Solana
05:12 Aave
06:51 Subscribe & Good bye

#crypto #cryptonews #cryptotrading #swissquote

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AI optimism is once again overpowering geopolitical fears. Markets continue to flip-flop between Middle East headlines and enthusiasm around artificial intelligence, but investors remain focused on strong tech earnings, booming AI infrastructure spending and resilient equity momentum.
The S&P500, Nasdaq100 and Kospi are at ATH levels thanks to semiconductor stocks, amid strong earnings reaction. European equities are lagging behind tech-heavy markets like the Kospi and Taiex, as energy prices are shaping sentiment, and investors appear increasingly comfortable ignoring geopolitical risks unless tensions escalate significantly.
Today, we discuss whether markets are underpricing risk, what the latest US economic data means for...

Oil volatility, rising yields and geopolitical tensions are back in focus — and markets are feeling it. A fresh escalation in the Middle East sent crude prices surging before easing slightly, reminding investors how quickly sentiment can flip from optimism to risk-off. As oil pushes higher, the narrative shifts from supply concerns to demand destruction, with inflation fears and hawkish central bank expectations returning to the forefront.
At the same time, the US dollar is regaining strength, weighing on gold and tightening financial conditions globally. Equity markets are reacting, with pressure on European stocks and renewed uncertainty around trade dynamics....

Is Ethereum the better war-proof investment than BTC? How is Solana planning on becoming quantum-resistant?

00:00 Intro
00:31 Disclaimer
00:35 Preview
00:58 Bitcoin
03:25 Ethereum
05:32 Solana
07:31 Subscribe & Good bye

#crypto #cryptonews #cryptotrading #swissquote

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https://www.swissquote.com/en/group
_____
👉 Deepen your trading and investing knowledge with Swissquote Inspire: explore our articles, analyses, webinars and exclusive content:
https://www.swissquote.com/private/inspire
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Geopolitical tensions remain elevated as uncertainty around the Strait of Hormuz keeps oil markets tight, with no clear resolution in sight. Despite this, global equities continue to show resilience. Central banks are holding rates steady, but the tone is shifting — particularly in Europe, where inflation concerns persist even as growth weakens.
At the same time, AI optimism continues to dominate market sentiment. Strong earnings from industrials and tech-linked sectors highlight how AI-driven investment is feeding into the real economy. Meanwhile, Apple’s latest results show a different approach — strong cash returns and limited AI spending, but increased reliance on...

Geopolitical tensions remain elevated as uncertainty around the Strait of Hormuz keeps oil markets tight, with no clear resolution in sight. Despite this, global equities continue to show resilience. Central banks are holding rates steady, but the tone is shifting — particularly in Europe, where inflation concerns persist even as growth weakens.
At the same time, AI optimism continues to dominate market sentiment. Strong earnings from industrials and tech-linked sectors highlight how AI-driven investment is feeding into the real economy. Meanwhile, Apple’s latest results show a different approach — strong cash returns and limited AI spending, but increased reliance on...

Microsoft, Amazon and Alphabet posted strong earnings, with cloud growth confirming that the AI boom is translating into real revenue. From Amazon’s fastest cloud expansion in years to Microsoft’s 39% Azure growth, the AI trade looks alive and well.
At the same time, oil prices are surging above $113, shaking the macro outlook. Rising energy costs are pushing inflation expectations higher and complicating the path for the Federal Reserve and other central banks.
So… is the AI rally strong enough to withstand an oil shock?

Listen to find out more!

Ipek Ozkardeskaya has begun her financial career in 2010 in...

Two major headlines hit markets yesterday: a report that OpenAI may be missing internal revenue and user growth targets, and the United Arab Emirates are stepping away from OPEC. Nasdaq 100 fell 1%, as oil prices rallied on near-term supply concerns, even as longer-dated contracts signalled a more cautious medium-term outlook. Later today, investors will focus on the Fed decision and Big Tech earnings from Microsoft, Google and Meta. Let’s see if the latter could keep investors in the mood!

Listen to find out more!

Ipek Ozkardeskaya has begun her financial career in 2010 in the structured products desk of...