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The quarter ends, but the inflation headache continues | MarketTalk: What’s up today? | Swissquote

The quarter ends, but the inflation headache continues | MarketTalk: What’s up today? | Swissquote

10m 35s

March preliminary inflation figures from the Eurozone confirmed that headline inflation in Europe eased by a big chunk in March, thanks to the base effect - as we know compare war months to war months, but core inflation looks sticky, giving support to the European Central Bank (ECB) hawks and the euro bulls.
In the US, the US dollar is sitting at the low levels of the Silicon Valley Bank (SVB) collapse, and despite hawkish comments from Federal Reserve (Fed) officials – hinting at further rate hikes to tame inflation – the banking stress and soft economic data prevent the...

US GDP and Eurozone CPI in focus! | MarketTalk: What’s up today? | Swissquote

US GDP and Eurozone CPI in focus! | MarketTalk: What’s up today? | Swissquote

10m 42s

Treasuries were flat to cautiously sold on the short-end and capital flew into riskier assets as bank stress further waned on Wednesday.
The US 2-year yield consolidated above the 4% mark, gold retreated to $1955 per ounce this morning, whereas the S&P500 rallied 1.42%, pulled out the 50-DMA offers and closed above the 4000 mark. Nasdaq 100 rallied nearly 2% and entered bull market.
But it’s important to remember that sentiment remains fragile after such a shaky month for banks.
And more importantly, if attention could finally shift to economic data, and economic data is not ideal, we could see...

ETH Commodity or Security? | Crypto Market Talk | Swissquote

ETH Commodity or Security? | Crypto Market Talk | Swissquote

11m 35s

Is ETH a commodity or a security and what type of implications would we face if it is decided to be either? That is the topic in today's market talk!

00:00 Intro
00:18 Preview
00:39 Cryptonews
01:48 Bitcoin
05:22 Ethereum
07:36 Polygon
11:07 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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Can we go back to talking about inflation now? | MarketTalk: What’s up today? | Swissquote

Can we go back to talking about inflation now? | MarketTalk: What’s up today? | Swissquote

11m 15s

Investor sentiment improves as price action in bank stocks point at waning stress.
Treasuries give back gains on the back of weaker risk aversion and stocks come under the pressure of rising yields, which means – if banking stress wanes, the US will go back to fighting inflation.
In individual stocks, investor mood in Asia was not bad this Wednesday. Alibaba – which jumped more than 14% in New York yesterday, boosted sentiment in Hong Kong, while AMC rallied on news of a possible acquisition from Amazon.
In the FX, it could be time for the US dollar to halt...

Bitcoin narrative changes from safe to shaky on Binance trouble | MarketTalk: What’s up today? | Swissquote

Bitcoin narrative changes from safe to shaky on Binance trouble | MarketTalk: What’s up today? | Swissquote

10m 52s

Recovery in bank stocks improved market sentiment on Monday.
Calm, and rally in bank stocks yesterday stabilized the market mood. Gold tipped a toe below $1950 per ounce, while the US 2-year yield flirted with the 4% mark – on bet that if the bank crisis is over, we could go back to our lives and worrying about inflation, again.
The S&P500 closed 0.17% up, while the rate-sensitive Nasdaq fell 0.74%.
Of course, if the banking stress further eases, we should see sovereign yields recover a part of the recent retreat.
Yet, the pricing of recession is now in play,...

Wasn't Deutsche Bank stress a bit overdone?! | MarketTalk: What’s up today? | Swissquote

Wasn't Deutsche Bank stress a bit overdone?! | MarketTalk: What’s up today? | Swissquote

10m 38s

Sentiment is mixed, as the Deutsche Bank selloff revived the banking stress on Friday – DBK is doing better this morning – phew!
The German 2-year yield fell and the US 2-year yield tanked to 3.55%, the lowest since last September.
Activity on Fed funds futures gives more than 85% chance for a no rate hike in May.
Besides the Federal Reserve (Fed), the Bank of Canada (BoC) and the Reserve Bank of Australia (RBA) are also seen as central banks that could rapidly go back to cutting the interest rates.
And the European Central Bank (ECB) could well be...

Winners & losers of bank stress & falling yields | MarketTalk: What’s up today? | Swissquote

Winners & losers of bank stress & falling yields | MarketTalk: What’s up today? | Swissquote

11m 15s

The new market game is being played between two camps: ‘the financial stress and how the authorities are dealing or promising to deal with potential renewed turmoil’ camp, and ‘the recession worries’ camp.
While the recession worries are not entirely bad for the stock valuations – at least in the immediate term, as they pull the yields lower, the financial stress is much less welcome, and there is a much stronger consensus among investors that… financial stress is bad.
The US 2-year yield is now headed to the levels, around 3.80%, that were tested when the SVB collapsed.
On the...

Investors yet to agree on whether the Fed decision was hawkish or dovish | MarketTalk: What’s up today? | Swissquote

Investors yet to agree on whether the Fed decision was hawkish or dovish | MarketTalk: What’s up today? | Swissquote

11m 5s

Yesterday’s Federal Reserve (Fed) decision was relatively hawkish.
The Fed raised the rates by 25bp, as broadly priced in, but Fed Chair Jerome Powell signaled that there would be another 25bp hike on the wire before this tightening cycle ends. QT and dot plot were unchanged.
Stocks fell, while Treasuries rallied as a sign that not everybody interpreted the Fed decision equally dovish, or hawkish.
US futures are in the positive at the time of recording. It is well possible that the post-FOMC equity selloff quickly reverses, at the falling yields is supportive of equity valuations – if financial stress...

Bitcoin good, banks bad? | Crypto Market Talk| Swissquote

Bitcoin good, banks bad? | Crypto Market Talk| Swissquote

12m 50s

Banks are getting crushed left and right, is Bitcoin the answer? And will we finally see a decoupling from the traditional markets in this instance?

00:00 Intro
00:20 Preview
00:35 CS-UBS-Merger
02:44 Bitcoin
09:07 Ethereum
10:50 Immutable & Polygon
12:22 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

A Fed decision has barely been this uncertain! | MarketTalk: What’s up today? | Swissquote

A Fed decision has barely been this uncertain! | MarketTalk: What’s up today? | Swissquote

11m 16s

It looks like the Federal Reserve (Fed) will announce its latest monetary policy decision to a public with relatively calmer nerves compared to a few days ago.
The VIX index eased sharply from last week’s levels on bank relief, gold tanked to $1935 per ounce and indices on both sides of the Atlantic Ocean were comfortably higher on Tuesday.
The pressure on US treasuries eased, as well, and the US 2-year yield is now around the levels it was before Fed President Jerome Powell’s speech to the Senate which spurred the expectation of a 50bp hike for week’s meeting,
But,...