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🇬🇧 Stay ahead of the markets with Swissquote
🇬🇧 Stay ahead of the markets with Swissquote episodes
- What’s Europe’s leverage in Greenland negotiations?Europe started the week in a sour mood as trade tensions with the US heat up. With Wall Street closed, European equities tried to gauge the risks — German carmakers and French luxury houses like Louis Vuitton were the first casualties. US futures point lower too, with tech under the microscope: Big Tech could become Europe’s target if the trade spat escalates. Meanwhile, miners are quietly shining as gold and copper rally — but some valuations, like Fresnillo’s, look stretched.Markets are volatile, tech and miners are in focus — and this “Season of the Stupidest Trade War” shows no signs of stopping. So what’s next? Wil Europeans convince the US peers that this is not a good idea, will they ‘weaponize’ their holdings to increase pressure on the US, or will their hit the US Big Tech with tariffs?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. In 2012, she started as FX Strategist at Swissquote Bank. She worked as a Senior Market Analyst in London Capital Group in London and in Shanghai. She returned to Swissquote Bank as Senior Analyst in 2020, and launched her own website ipekScope.com in 2025.11 min
- Act 3: GreenlandWeek 3 of 2026 kicks off with another major twist: US wants to buy Greenland and it’s imposing tariffs on nations that are opposed to the idea, adding to Europe’s security concerns. While Europe has so far absorbed trade shocks calmly, selective pressure on only some countries could provoke very different reactions. Could this be the last drop in Europe’s patience?Markets are already feeling the tension: gold and silver are climbing, tech-heavy Nasdaq futures are under pressure, and European defence stocks are benefiting from the darkening global skies. Meanwhile, Asian markets navigate mixed data and a fragile yen, while China and Korea show hints of turning tides.With world leaders gathering in Davos, the stakes could not be higher.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. In 2012, she started as FX Strategist at Swissquote Bank. She worked as a Senior Market Analyst in London Capital Group in London and in Shanghai. She returned to Swissquote Bank as Senior Analyst in 2020, and launched her own website ipekScope.com in 2025.11 min
- Bitcoin to 150k? | Crypto Talk
A very strong week for cryptos but what is really needed for Bitcoin to reach 150k in this cycle?
00:00 Intro
00:26 Disclaimer00:30 Preview00:51 Bitcoin05:37 Ethereum07:25 Solana08:35 Subscribe & Good byecrypto #cryptonews #cryptotrading #swissquote👉 Discover our brand and philosophy:
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👉 Discover Swissquote’s culture and join a company that values innovation, diversity and team spirit:
https://www.swissquote.com/en/careers9 min - Revisiting the AI tradeAI headlines are back in focus, but this earnings season may be less about hype and more about scrutiny. Strong results from TSMC and a broad rally in semiconductor stocks reminded markets of AI’s growth potential, yet underlying risks remain. From complex financing structures at Meta to revenue recognition timing at Nvidia, investors are increasingly examining the quality behind the numbers. Rising costs, supply risks and stretched valuations add further pressure, making it clear that even Big Tech can no longer rely on sheer size to impress.This episode explores how AI continues to shape markets, the dynamics of earnings season, and what investors should watch closely in the weeks ahead. Are these gains sustainable, or is the optimism already priced in?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. In 2012, she started as FX Strategist at Swissquote Bank. She worked as a Senior Market Analyst in London Capital Group in London and in Shanghai. She returned to Swissquote Bank as Senior Analyst in 2020, and launched her own website ipekScope.com in 2025.11 min
- How rising input costs, tariffs impact tech?US crude tumbles, silver plunges, and copper pulls back — all while the geopolitical heat from Iran cools slightly. But in tech, the cost story is just heating up. Nvidia’s H200 chips can now be sold to China, but a 25% fee collected when the chips pass through the US raises costs. China, meanwhile, has effectively halted H200 imports, adding another layer of uncertainty. TSMC beats earnings expectations thanks to strong AI demand, but building new fabs in the US is costly and time-consuming.While metal prices are down this morning, the debasement trade continues to support the bullish outlook. How that impacts technology companies? Who feels the heat?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. In 2012, she started as FX Strategist at Swissquote Bank. She worked as a Senior Market Analyst in London Capital Group in London and in Shanghai. She returned to Swissquote Bank as Senior Analyst in 2020, and launched her own website ipekScope.com in 2025.11 min
- Politics, geopolitics cast shadow on economic dataUS markets are holding near record highs, but the mood is anything but settled. While US inflation data came in largely as expected, easing some immediate pressure on the Fed, political noise is creeping back into the pricing of rates, bonds and currencies. Expectations for a March rate cut are fading, yields are staying elevated, and concerns over Fed independence are largely in focus.Earnings season adds another layer of complexity. S&P 500 profits are still expected to grow by more than 8%, with big tech doing the heavy lifting. But with valuations stretched, strong headline numbers may no longer be enough. Investors are digging deeper, looking for discipline, sustainable growth and restraint — especially in the AI space, where overspending and leverage remain key risks.Beyond the US, Asian equities are hitting fresh highs, trade tensions are simmering, and oil prices are reacting to fresh geopolitical disruptions. Plenty to unpack.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. In 2012, she started as FX Strategist at Swissquote Bank. She worked as a Senior Market Analyst in London Capital Group in London and in Shanghai. She returned to Swissquote Bank as Senior Analyst in 2020, and launched her own website ipekScope.com in 2025.11 min
- No reason for the debasement trade to stop!
Japanese stocks are on a roll thanks to the so-called “Takaichi rally”, as reports that PM Sanae Takaichi might call a snap election boost hopes of stronger fiscal support and tech-focused policies. The Topix is leading the charge, with tech and defense names stealing the spotlight.
Meanwhile, US futures are treading water, caught between political pressure on the Fed, a softening dollar and questions about how far rate cuts could go without stoking inflation. The weaker greenback helps US equities in nominal terms, but non-US investors are starting to feel the currency drag.Normally, rising Japanese yields would spark worries about global capital flows, but today’s abundant liquidity keeps the selloff risk in check. For now, Japan is enjoying its moment in the sun while the rest of the world watches cautiously.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. In 2012, she started as FX Strategist at Swissquote Bank. She worked as a Senior Market Analyst in London Capital Group in London and in Shanghai. She returned to Swissquote Bank as Senior Analyst in 2020, and launched her own website ipekScope.com in 2025.
12 min - Ample liquidity supports risk taking!The year is racing ahead, and markets are feeling every bump. Oil swung wildly last week after the U.S. operation in Venezuela, with Exxon saying the country was “un-investable” — only for Trump to push back. Energy ETFs fluctuated near record highs, crude tested key technical levels, but bullish bets remain historically low.Meanwhile, Jerome Powell faces Justice Department scrutiny over Fed HQ renovations — though the real story is interest rates, not floors and ceilings.December’s U.S. jobs data was mixed, but equities shrugged off early hawkish worries as liquidity flow remains interesting for risk takers-If the Fed can’t follow economic data and inflation picks up, investors need assets that protect against rising prices: gold, commodities, inflation-linked bonds, dividend-paying stocks, and tech.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. In 2012, she started as FX Strategist at Swissquote Bank. She worked as a Senior Market Analyst in London Capital Group in London and in Shanghai. She returned to Swissquote Bank as Senior Analyst in 2020, and launched her own website ipekScope.com in 2025.11 min
- US tariffs, jobs in focusGlobal markets are losing momentum as the first full trading week of the year comes to an end. Big Tech is wobbling, with Nvidia slipping below its 50-day moving average and the Magnificent Seven struggling to find their footing. At the same time, defence stocks are back in favour after Donald Trump revived calls for a massive increase in US military spending, while energy names brush off weak oil prices.In Asia, tech optimism resurfaces. Samsung flags a sharp jump in profits on booming AI-driven memory demand, while Chinese AI firm MiniMax steals the spotlight with a spectacular first day of trading. Investors still want tech exposure — just not necessarily the same old names.All eyes now turn to US jobs data. Could it revive rate-cut hopes, pull yields lower and reignite risk appetite? Or will stronger numbers keep pressure on bonds, valuations and sentiment? This data point may decide whether markets find their next spark — or stay stuck in wait-and-see mode.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. In 2012, she started as FX Strategist at Swissquote Bank. She worked as a Senior Market Analyst in London Capital Group in London and in Shanghai. She returned to Swissquote Bank as Senior Analyst in 2020, and launched her own website ipekScope.com in 2025.11 min
- Strong start for cryptos | Crypto Talk
A strong start for cryptos in 2026, but will it be enough for an ATH.
00:00 Intro
00:23 Disclaimer00:27 Preview00:47 Bitcoin04:25 Ethereum06:13 Ripple07:31 Subscribe & Good byecrypto #cryptonews #cryptotrading #swissquote👉 Discover our brand and philosophy:
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👉 Discover Swissquote’s culture and join a company that values innovation, diversity and team spirit:
https://www.swissquote.com/en/careers8 min
About 🇬🇧 Stay ahead of the markets with Swissquote
From the publisher's feed
Dive into the heart of the markets with MarketTalk and Crypto Market Talk, hosted by Ipek Ozkardeskaya and Feyyaz Alingan. And explore Unlocked, Swissquote’s podcast that looks beyond the markets to unlock fresh ideas, inspiring perspectives and insights to power your next move.
Every day, MarketTalk breaks down the latest moves in equities, FX, macro data and global market sentiment, while the Wednesday Crypto Market Talk focuses on Bitcoin, Ethereum, altcoins and major developments in the digital asset ecosystem.
Subscribe to stay up to date with market insights, trading themes, economic news and crypto trends that matter.
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Swissquote Group Holding Ltd has been listed on the SIX Swiss Exchange (symbol: SQN) since May 2000 and is regulated by the Swiss Financial Market Supervisory Authority (FINMA).
As well as various online trading products - including stocks, bonds, funds derivative products, and cryptocurrencies – Swissquote also provides Forex, Robo-Advisory, and Mortgages solutions.
Today, we are proud to deliver our services to + 500’000 clients with access to more than 60 stock exchanges worldwide and can trade over 3 million products through performant and secure platforms.