All episodes

The market mood got a further boost yesterday after the latest data release from he US hinted that the economy is not doing that bad, after all. The US yields and the dollar rebounded, stocks and crude oil gained.
Investors are now going back to the soft-landing dreaming and that will – along with the rising JPY carry trades – should help the markets close the week on a positive note in Europe and the US.
Things look less rosy for China though. Although Alibaba and JD.com are in a better shape today, the Q2 results were less than ideal...

It's been two weeks since I left, and in that time, the markets plunged into chaos. Now that I'm back, things have finally returned to calm waters.
In this episode, we talk about the unwind of the yen carry trades, the weakness of the US jobs data and the market’s overreaction to both.
We also talk about how inflation numbers are supportive of further rate cuts from the Fed and other major central banks and how these expectations should impact pricing across the FX markets.
Listen to find out more!

After the crash last week, Ethereum and the cryptos are slowly coming back. We're looking at the ETF Flows and other news from the blockchain world!

00:00 Intro
00:25 Preview
00:56 Bitcoin
05:10 Ethereum
06:57 Solana
08:20 Ripple
10:08 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

That was one of the toughest weekends in crypto, but is the worst over or still to come?

00:00 Intro
00:20 Preview
00:27 Crypto-Crisis
03:11 Bitcoin & Ethereum
06:12 Solana
06:45 Expectations
07:08 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

Trump appeared as a main speaker at the Bitcoin conference, but was he able to convince people?

00:00 Intro
00:22 Preview
00:43 Bitcoin
03:36 Ethereum
05:51 Solana
07:26 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

The Bank of Japan (BoJ) raised its rate to 0.25% as cautiously expected and announced that it will reduce the monthly bond purchases in a predictable manner. The JGB yields and the yen rose.
Across the Pacific, the Federal Reserve (Fed) also started its two-day policy meeting and will announce its decision later today. The Fed is not expected to make a change to its rates today, but is widely and wildly expected to hint at a September rate cut.
But that expectation is not helping the major US indices to stay afloat. Beirut explosion, a swift flight to safety...

There is a sense of hope in the market this Monday morning after Friday’s PCE data boosted the expectation that the Federal Reserve (Fed) is getting very close to signaling its first rate cut in September. The US yields and the dollar are under pressure this Monday morning, the euro and sterling are better bid, while tension among the Japanese yen bulls mount ahead of the Bank of Japan (BoJ) decision; the BoJ is expected to announce QT and lower rates this week.
In equities, Friday was a better day for the Big Tech stocks in the US. Roundhill’s Magnificent...

We went from ‘the Federal Reserve (Fed) could hardly cut in September’ to ‘it would be a mistake not to cut in July or September’ (source: Mohammad El Erian’s Linkedin feed) in a blink of an eye. We’ve been seeing the lower S&P500 and Nasdaq countered by a rise in economically sensitive sectors since about two weeks now. And diving into the S&P500, around 300 of the stocks in there actually gained yesterday, US crude rebounded after testing the $77pb support and the Rusell 2000 stocks rallied 1.26% – reinforcing the rotation trend – from tech to non-tech - after...

Underwhelming results from Tesla and Alphabet painted the equity markets in the red yesterday. The S&P500 experienced its worst selloff since December 2022, Nasdaq 100 tumble as Roundhill’s Magnificent 7 ETF dropped more than 6% yesterday. Also, from a broader perspective, the fact that the Federal Reserve (Fed) cut expectations are rising is not positive for the Big Tech stocks as these behemoths were seen as a safe place to hide when the rates were high, and could see their advance wane due to a sector rotation. For the bears who were waiting in ambush, the time of correction may...