🇬🇧 Stay ahead of the markets with Swissquote

🇬🇧 Stay ahead of the markets with Swissquote

By Swissquote, Ipek Ozkardeskaya, Feyyaz AlinganBusinessNewsInvestingBusiness News
Download on the App Store

🇬🇧 Stay ahead of the markets with Swissquote episodes

  • Hollywood Backstages
    The fight for Warner Bros. is heating up. Netflix has bid for the studio’s content and streaming assets, while Paramount has countered with an offer for the full company. The outcome could reshape the streaming landscape, determining who controls some of Hollywood’s most valuable franchises.
    Meanwhile, IBM is making strategic moves in the AI space, acquiring data-streaming company Confluent to strengthen its software and real-time analytics capabilities, enhancing AI offerings across industries.
    Nvidia also made headlines, receiving approval to sell its H200 chips in China, a step that could boost its AI hardware sales, though challenges remain with domestic competitors and regulatory restrictions.
    On the macro front, markets are watching the FOMC’s two-day meeting, where a 25-basis-point rate cut is expected. Between media battles, AI expansion, and central bank policy, investors have plenty to digest this week.
    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
  • Fed cut is almost certain. The oulook is not.
    We are entering a key week for markets, with central bank decisions and major earnings reports set to shape investor sentiment. Oracle and Broadcom will release earnings on Wednesday and Thursday, respectively, providing insights into the ongoing impact of AI adoption and cloud expansion. The Fed is widely expected to deliver a 25bp rate cut on Wednesday, while the RBA, BoC, and SNB are likely to maintain their policy rates.
    However, there is no guarantee that the Fed’s move will sustain year-end optimism. Any hawkish commentary or signals of caution could quickly temper investor enthusiasm and limit market gains. With both corporate results and central bank guidance in focus, this week promises to test how markets navigate the delicate balance between growth prospects, inflation trends, and policy expectations.
    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
  • Upbeat, ignoring risks
    This week’s market dynamics highlight a striking disconnect: the S&P 500 flirts with all-time highs while underlying economic indicators signal slowing growth, job losses, and rising debt nearing $40 trillion. The US dollar tests critical technical support, Japanese yields climb toward 1.95%, and the Fed’s upcoming policy moves remain under close scrutiny. Tech and AI investments continue to mask deeper macroeconomic vulnerabilities, with AI now contributing significantly to US GDP growth.
    In Asia, Moore Threads Technology stole the spotlight with a near 500% surge on its Shanghai debut, reflecting both investor enthusiasm and China’s push for a homegrown AI-GPU ecosystem. Meanwhile, crude oil remains flat despite OPEC’s supply pause, and natural gas prices rise amid global demand and energy transition considerations.
    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
  • Bitcoin going for it | Crypto Talk

    Bitcoin is attempting to go for 100k USD…as the bullish news increase

    00:00 Intro

    00:23 Disclaimer
    00:27 Preview
    00:36 Bitcoin
    03:24 Ethereum
    05:15 Solana
    07:05 Subscribe & Good bye

    crypto #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/careers

    8 min
  • Cheerful bad news
    The US economy lost 32’000 jobs in November — the fourth decline in six months. Small businesses bore the brunt, shedding 120,000 positions, outweighing gains in bigger firms. The 2-year Treasury yield fell below 3.50%, the probability of a December 25bp Fed cut jumped to 90% and the S&P 500 hovered near all-time highs. Because, of course, job losses are just another reason to cheer the dovish Fed expectations.
    Japan, on the other hand, decided to show off. A 30-year government bond sale drew the strongest demand since 2019, with yields near 3.40%, sending the Nikkei up 2% — a polite reminder that bond flows still make markets dance.
    US futures are steady this morning, though, as investors now face the big question: is it finally time to move – again - beyond tech and US-centric bets?
    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
  • Not with rising JGB yields!
    Bitcoin, USDJPY, JGBs — these three are setting the tone for risk appetite this week. Japanese yields are climbing, the yen is stirring, and the era of easy liquidity from Japan may be ending. How far can global markets really go when the ceiling is set in Tokyo?
    Nvidia tried to push higher yesterday, but Amazon’s entry into AI hardware with its Trainium 3 chip reminded everyone that the AI game isn’t free. Even tech giants built on “capital-light” models are seeing margins tested as chips and data centers eat into cash flow.
    Markets are watching the BoJ, the Fed, and yields like hawks. What happens there will ripple across stocks, crypto, and tech. Is the risk rally over, or just paused?
    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
  • Cautious market Rebound amid volatility in bonds, crypto
    Markets rebounded cautiously today after a volatile start to the month. Japanese government bond yields surged to multi-decade highs following hints from BoJ Governor Ueda of a potential rate hike, triggering declines in equities and Bitcoin, while gold and silver advanced. The 10-year JGB auction performed well, stabilizing the bond market, while US 10-year yields remain near 4% and the USDJPY is recovering.
    Bitcoin is testing key support near $83K, and US economic data indicate ongoing weakness, with factory activity and orders contracting and employment softening. Holiday retail sales rose largely due to inflation. In technology, Nvidia’s $2bn investment in Synopsys, alongside OpenAI’s Thrive Holdings initiative, suggests a developing AI ecosystem.
    Investors are left to consider whether this cautious rebound can be sustained, or if further volatility lies ahead.
    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
  • Japanese risks are mounting!
    Markets returned from the Thanksgiving break in a cautious mood, but attention quickly shifted to developments in Japan. Bank of Japan Governor Kazuo Ueda indicated that the central bank is evaluating the potential adjustment of policy rates, emphasizing that any change would constitute a modification to the current degree of easing.
    The announcement triggered immediate market reactions. The Nikkei 225 declined nearly 2%, while the Japanese and US government bond yield jumped.
    Global risk sentiment also softened: Bitcoin declined nearly 5%, and European and US futures opened lower. Market participants are now closely watching forthcoming economic data and central bank guidance to assess the trajectory of global liquidity and interest rate expectations.
    Could this signal a turning point for market sentiment as December begins?
    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
  • Dead Cat Bounce for Bitcoin? | Crypto Talk

    Is the cat bouncing towards an ATH or just luring us into a bear trap?

    00:00 Intro

    00:224 Disclaimer
    00:29 Preview
    00:39 Bitcoin
    03:58 Ethereum
    04:28 Blackrock
    05:28 Charts
    07:37 Subscribe & Good bye

    crypto #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/careers

    8 min
  • What Happens Now That the Fed Is the Only Pillar for Bulls?
    With the US on holiday, market activity has slowed, leaving investors to digest a strong month of earnings. The S&P 500 delivered 13.4% growth, led by healthcare, financials, consumer discretionary, and technology. Big Tech, including Nvidia, posted better-than-expected results, but concerns over cash flow, inventories and AI deal circularity weighed on sentiment.
    The Fed’s recent dovish signals helped stabilize markets, pushing rate-cut expectations higher and supporting a tech-led rally. European and Asian markets have been mostly quiet, with mixed results in tech and limited upside.
    Uncertainty remains high around AI valuations, Fed policy and global macro conditions. A Santa rally is possible if inflation stays subdued, but profit-taking and volatility remain risks. Gold and oil are responding to macro signals, with OPEC expected to stop bringing extra barrels to the market.
    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.