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

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

‧ 10m 25s

We had good news, bad news and news that are fundamentally good for the economy and bad for the global rate cut expectations.
The European economies performed better than expected last quarter, but we see an uptick in latest inflation metrics. The US companies announce more layoffs, but the job openings increased in December.
The Federal Reserve (Fed) will announce its latest decision today as investors will be hunting for clues about the timing of the first rate cut.
In the corporate space, Microsoft released its latest quarterly results after the bell yesterday. Both earnings and revenue were better than...

S&P500 renews record ahead of Big Tech earnings, Fed decision | MarketTalk: What’s up today? | Swissquote

S&P500 renews record ahead of Big Tech earnings, Fed decision | MarketTalk: What’s up today? | Swissquote

‧ 10m 18s

It was yet another day, and another record high for the US major stock indices. The S&P500 traded to 4930 for the first time, driven higher by falling US yields after the US Treasury surprisingly cut its quarterly borrowing estimate, on hope that five of 7 Magnificent stocks will surprise positively when they reveal their results this week, and on hope that we might hear something relatively dovish from the Federal Reserve (Fed) meeting this week.
Microsoft, AMD and Google are due to report earnings after the bell, and the Fed will announce its latest policy decision on Wednesday.
The...

Surge in oil prices casts shadow over prospects for rate cuts | MarketTalk: What’s up today? | Swissquote

Surge in oil prices casts shadow over prospects for rate cuts | MarketTalk: What’s up today? | Swissquote

‧ 10m 4s

US crude jumped past the $79b level this morning on escalating tensions in the Red Sea. The European and American futures are slightly in the negative at the time of writing, and stocks in Hong Kong and China were better bid on Monday as China imposed ban on short sellers, but the gains remained short-lived after a HK court ordered Evergrande’s liquidation. Globally, we see a limited risk appetite at the start of a week packed with economic data, central bank decisions and corporate earnings.
The Fed will keep rates unchanged this week, and Powell will likely say the same...

Crude oil finally prints a positive breakout | MarketTalk: What’s up today? | Swissquote

Crude oil finally prints a positive breakout | MarketTalk: What’s up today? | Swissquote

‧ 10m 32s

The euro traded south yesterday, as the European Central Bank (ECB) Chief Christine Lagarde reckoned that growth and inflation are slowing, while insisting that the rate cut decision will be data dependent.
Across the Atlantic, the US released its latest GDP update and the data was as good as it could possibly get. Yesterday’s US GDP data was the definition of goldilocks in numbers: good growth, slowing inflation. A dream comes true…?
Oil bulls finally got the positive breakout that they were looking for in oil prices.
The US dollar index ticked higher yesterday, as the euro fell across board...

When should you start to worry about Chinese stimulus? | MarketTalk: What’s up today? | Swissquote

When should you start to worry about Chinese stimulus? | MarketTalk: What’s up today? | Swissquote

‧ 10m 29s

The stock rally continued on both sides of the Atlantic on Wednesday; the technology and chip stocks remained in the driver seat. Sentiment in Europe was bolstered by an almost 9% rally in ASML on news that their orders more than tripled last quarter. Nvidia hit a fresh record, Microsoft was worth $3 trillion for some time. The S&P500 and Nasdaq 100 hit a fresh record, and Netflix – which has nothing to do with AI, but which was just cheering its 13-mio new subscribers for the latest quarter - jumped 10%. Tesla fell in extended trading after earnings miss....

Solana Saga enters round two? | Crypto Talk | Swissquote

Solana Saga enters round two? | Crypto Talk | Swissquote

‧ 8m 21s

Swissquote Trading Day: https://en.swissquote.com/event/swissquote-trading-day

A few days have past since the launch of the Bitcoin Spot ETFs. What is new in terms of trading volume? Is an Ethereum ETF next and why Solana might be entering the second stage of the mobile crypto revolution!

00:00 Intro
00:23 Preview
00:36 Bitcoin
04:03 Ethereum
05:26 Solana
07:29 Swissquote Trading Day & Good bye

#crypto #cryptonews #cryptotrading #swissquote

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US stocks set for record before China’s envious eyes | MarketTalk: What’s up today? | Swissquote

US stocks set for record before China’s envious eyes | MarketTalk: What’s up today? | Swissquote

‧ 10m 36s

Netflix jumped 8% in the afterhours trading as its revenue and new subscriptions topped estimates.
Strong Netflix results will likely give a positive spin to the major US indices which were slow to move yesterday after the Richmond manufacturing index came in much lower than expected.
Robust US economic growth, strong earnings and prospects of lower Fed rates remain supportive of equity valuations, although the ATH levels and near-overbought market conditions in the S&P500 call for – at least – a minor correction in the short run. Today, Tesla will be reporting its latest Q4 results after the bell.
In...

Chip-led equity rally extends, BoJ stays pat and China tries harder | MarketTalk: What’s up today? | Swissquote

Chip-led equity rally extends, BoJ stays pat and China tries harder | MarketTalk: What’s up today? | Swissquote

‧ 10m 46s

The week started on a positive note on both sides of the Atlantic Ocean. Equities in both Europe and the US gained on Monday. The tech stocks continued to do the heavy lifting with Nvidia hitting another record. Moving forward, the earnings announcements will take the center stage, with Netflix due to announce its Q4 results today after the bell.
The situation is much less exciting for China. Chinese stocks are better bid because Chinese Premier Li Qiang called for more effective measures to stabilize the slumping Chinese stocks, but the truth is, investors left Chinese stocks because of the...

Say something hawkish I am giving up on you… | MarketTalk: What’s up today? | Swissquote

Say something hawkish I am giving up on you… | MarketTalk: What’s up today? | Swissquote

‧ 10m 34s

Friday’s economic data was yet another proof of the diverging fortunes between the US economy and the rest of the developed world. In the morning, the UK announced that its retail sales slumped for the second straight year, fueling the worries of a mild recession in the UK this year. But in the afternoon, Michigan’s consumer sentiment index showed an advance to a more than two year high, the expectations improved more than expected, and falling inflation expectations were a cherry on top.
Strong US economic data has been tempering the expectation of a March rate cut from the Federal...

Why sell tech stocks when you can buy them? | MarketTalk: What’s up today? | Swissquote

Why sell tech stocks when you can buy them? | MarketTalk: What’s up today? | Swissquote

‧ 10m 25s

Forget about the Federal Reserve (Fed) dovish expectations that should be dialed back because the American economy is too strong to require a rate cut as early as March from the Fed. Forget that strong US economic data is not good news for the market. And forget about the fact that the rally in tech stocks should temper, to let the rest of the market catch up with the Magnificent 7. Because it isn’t happening. Nasdaq 100 hit a fresh ATH yesterday, even though the latest US data showed that the initial jobless claims fell more than expected to the...