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Big US banks expect their net interest income to fall from peak | MarketTalk: What’s up today? | Swissquote

Big US banks expect their net interest income to fall from peak | MarketTalk: What’s up today? | Swissquote

10m 37s

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...

US earnings season kicks off with big bank results | MarketTalk: What’s up today? | Swissquote

US earnings season kicks off with big bank results | MarketTalk: What’s up today? | Swissquote

11m 10s

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...

All eyes on US (dis)inflation! | MarketTalk: What’s up today? | Swissquote

All eyes on US (dis)inflation! | MarketTalk: What’s up today? | Swissquote

10m 23s

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...

Bitcoin ETF today? | Crypto Talk | Swissquote

Bitcoin ETF today? | Crypto Talk | Swissquote

5m 56s

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

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Hard to agree on whether the US bonds become too expensive or not… | MarketTalk: What’s up today? | Swissquote

Hard to agree on whether the US bonds become too expensive or not… | MarketTalk: What’s up today? | Swissquote

10m 43s

The World Bank said yesterday that it expects growth to fall to 2.2% for the period that includes 2020 and 2024 and that’s the slowest 5-year period since 1990-1994. The slowing global growth expectations somehow keep the global yields subdued, but at 4% yield, the US 10-year bond is expensive and may not have much upside potential left unless fresh data points at softening activity, and ideally a further weakness in consumer prices.
The S&P500 and Nasdaq consolidate a touch below the December high – and both very close to their ATH. The uncertainty and the lack of clear direction...

Slippery optimism | MarketTalk: What’s up today? | Swissquote

Slippery optimism | MarketTalk: What’s up today? | Swissquote

11m 6s

The US equities followed up on the European stock market gains on Monday; technology stocks gained the most and their precious contribution to the S&P500 pushed the latter up by more than 1.40% yesterday, as Nasdaq 100 rallied past 2%. US politicians’ agreement on a 2024 spending bill, Chinese authorities’ announcement of further stimulus measures and sliding oi prices helped boosting optimism.
Investors are holding their breath before Thursday’s inflation report which could give a reason to the doves to remain in charge of the market, or not…
Listen to find out more!

Hangover. | MarketTalk: What’s up today? | Swissquote

Hangover. | MarketTalk: What’s up today? | Swissquote

10m 31s

The New Year unsurprisingly kicked off with a hangover for both stock and bond markets, as investors began the year by closing their positions and taking profit following an impressive two-month rally that was boosted by the expectation that the Federal Reserve (Fed) would soon start cutting the interest rates and cut them thoroughly throughout this year. Last week’s jobs data from the US came in stronger than expected, yet again.
As such, there is no surprise that we see the US 2-year yield rebound to 4.40% and the 10-year yield return past 4% - its biggest weekly advance of...

A record-breaking year against all odds! | MarketTalk: What’s up today? | Swissquote

A record-breaking year against all odds! | MarketTalk: What’s up today? | Swissquote

10m 47s

Here we are, on the last trading day of the year. We had a year completely different than what was expected.
The biggest takeaway of this year is the birth of ChatGPT which propelled AI right into the middle of our lives. Nasdaq 100 stocks close the year at an ATH, Nvidia – which was the biggest winner of this year’s AI rally dwarfed everything that compared to it. Besides Nvidia, ChatGPT’s sugar daddy Microsoft, Apple, Amazon, Meta, Google and Tesla – the so-called Magnificent 7 generated almost all of the S&P500 and Nasdaq100’s returns this year. And thanks to...

Easing financial conditions raise doubts about Fed's rate-cutting capacity | MarketTalk: What’s up today? | Swissquote

Easing financial conditions raise doubts about Fed's rate-cutting capacity | MarketTalk: What’s up today? | Swissquote

10m 31s

The US bond and stocks extended their rally on the back of soft US economic data and another strong US bond auction. The US dollar fell sharply against most majors, allowing the euro, sterling, and the yen to extend gains into the year end. The rally in the sovereign space looks overdone, hence the rally in stocks and the selloff in US dollar looks overstretched; there is a rising risk of a wild correction when the euphoria comes to an end.
Because the US has recorded the biggest two-month easing in financial conditions in its history because of the impressive...

US crude above $75pb, as US stock & bond rally extends | MarketTalk: What’s up today? | Swissquote

US crude above $75pb, as US stock & bond rally extends | MarketTalk: What’s up today? | Swissquote

11m 0s

The barrel of American crude finally cleared the $74/75pb resistance range on the mounting geopolitical tensions in the Red Sea and traded at $76pb on Tuesday.
Elsewhere, the dovish Fed expectations continued to remain in the driver seat and drive the US stock and bond markets higher.
The US dollar remains under a decent selling pressure, gold extends gains on the back of softening US yields and the EURUSD continues to push higher above the 1.10 level on the back of hawkish European Central Bank (ECB) commentaries. Yet the rally in the Japanese yen starts giving signs of exhaustion into...