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🇬🇧 Stay ahead of the markets with Swissquote
🇬🇧 Stay ahead of the markets with Swissquote episodes
- JPMorgan banking on Solana! | Crypto Talk
JPMorgan went from crypto enemy to tokenization fan, this time even with Solana!
00:00 Intro
00:24 Disclaimer00:28 Preview00:34 Bitcoin02:14 Solana03:28 Aave05:03 Charts07:09 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 - An Imperfect CPI ReportThe latest US CPI report looked like an early Christmas gift: headline inflation cooled sharply, core inflation surprised to the downside, and markets briefly celebrated the return of disinflation. But was it really that simple?A closer look reveals a far messier picture. Large parts of the October pricing data were missing, including key components such as shelter — a heavyweight in the CPI basket. Those gaps were effectively treated as showing no price growth, flattering the inflation numbers and earning the report its “Swiss cheese” nickname.Markets initially cheered, yields dipped and equities rallied, before reality set in and enthusiasm faded. With energy prices creeping higher, shelter disinflation moving slowly, and jobs data sending mixed signals, the inflation outlook remains anything but clear.So what does this imperfect CPI print really tell us? And does it change what the Fed should do next — or just add more noise to an already confusing picture?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
- AI wobbles, eyes on US CPI, ECB and BoE!Markets are wobbling, Amazon’s $10bn OpenAI deal is raising eyebrows, Oracle’s mystery Michigan backer keeps investors guessing and credit fears are spiking — Oracle’s down 5%, Nvidia 3.8%, and even Amazon barely budged. Could the AI party finally be deflating?Micron happily beat expectations, proving the memory boom is alive and kicking thanks to AI demand. But it might not be enough to save the year-end rally.Today, all eyes are on today’s US CPI, the BoE might surprise with a dovish move, and the ECB stays calm. Toss in rising Fed repo operations and a BoJ hike tomorrow, and global markets are on a real rollercoaster.So the big question: is this just a market wobble or the start of a proper AI selloff?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 2025.10 min
- Not bad enough!Markets usually cheer bad data — but this time, they hesitated. US jobs figures were weak, yet not weak enough to force a rethink on Fed policy. All eyes now turn to Thursday’s US CPI print — the final piece of the Fed puzzle this week.Across the Atlantic, the UK economy paints a gloomier picture. Rising unemployment and softer inflation gave the BoE room for a rate cut, but also highlighted an economy cooling faster than policymakers can fix — heading toward a direction where even lower rates may struggle to help.So, what does yesterday’s data mean for rates, equities, and global markets, why the US and UK are reacting so differently, and how investors are positioning ahead of key inflation prints.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
- All eyes on US data!Markets started the week on a cautious footing. European and UK equities benefited from rotation flows, while US tech continued to struggle, with the Nasdaq 100 leading declines. Futures are pointing lower again this morning as investors brace for key US jobs and retail sales data — a familiar “good news is bad news” setup as markets try to anticipate the Fed’s next move.Investors remain cautious, albeit cautiously optimistic that weaker jobs data could reinforce dovish Fed expectations and support risk assets. That said, deteriorating sentiment in the technology sector may complicate the picture.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 2025.10 min
- Rotation away from techGlobal markets are showing clear signs of tech disappetite, as investors rotate away from AI-linked names and into value-oriented pockets of the market. Strong tech earnings no longer impress, the Fed cut hardly makes tech investors smile and against this backdrop, risk-sensitive assets such as Bitcoin have come under pressure, underscoring the broader shift in sentiment.While the Federal Reserve’s renewed Treasury bill purchases offer liquidity support, markets remain focused on whether AI investment can translate into sustainable end-product revenues. Until that happens, tech disappetite is likely to persist, keeping rotation — rather than outright risk-on — as the dominant market theme.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
- Disney joins OpenAI!The S&P 500 edged higher yesterday as investors digested the Fed’s 25bp rate cut. Value stocks benefited from rotation out of tech, which faces challenges beyond borrowing costs — circularity, high debt, and uncertain revenues. Broadcom’s strong results weren’t enough to lift sentiment, as margins and AI profitability concerns weighed on the market. But OpenAI- Disney deal should give a hint on how OpenAI is turning its intelligence into actual dollars!On the macro front, next week’s US CPI release will be critical to watch, as it could reinforce post-Fed trends or shake market optimism heading into year-end, though it won’t answer The Million Dollar Question: Is This A Bubble!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 vs. FED | Crypto Talk
The FED has decided, can we return to the Bullrun now?
00:00 Intro
00:24 Disclaimer00:29 Preview00:38 Bitcoin04:02 Ethereum05:22 Solana06:41 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 - Odd optimism around the Fed – and what’s next...The Fed cut rates by 25 bp, but rising dissent and political dynamics are creating uncertainty at the heart of the FOMC. Markets initially cheered, but Oracle’s earnings highlighted heavy AI spending and debt concerns, sending stocks lower.All eyes now turn to Broadcom’s Q4 FY2025 results, expected to show strong growth in EPS and revenue, driven by AI chips and networking demand, including Google’s TPUs. Can Broadcom keep the tech rally alive, or is caution about to take center stage?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
- What happens the day after the Fed cuts?The Federal Reserve is expected to deliver a widely anticipated 25bp rate cut today — but the real story is what comes next. Markets may know the headline move, but they have no clarity on how many cuts the Fed sees in 2025, how the dot plot will shift, or whether policymakers are willing to lean dovish in a world where inflation risks refuse to fade.Global central banks are turning hawkish, yields are pushing higher, and investors are bracing for a message that could make or break sentiment into year-end. Will the Fed validate hopes of easier policy, or deliver a classic “hawkish cut” that reminds everyone inflation isn’t beaten yet? And most importantly — will Santa bring gifts to the markets, or stay snowed out?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
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.
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