🇬🇧 Stay ahead of the markets with Swissquote

🇬🇧 Stay ahead of the markets with Swissquote

By Swissquote, Ipek Ozkardeskaya, Feyyaz AlinganBusinessNewsInvestingBusiness News
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🇬🇧 Stay ahead of the markets with Swissquote episodes

  • AI bad for cryptos? | Crypto Talk | Swissquote

    The week started off weak, but what are cryptos chances when an AI correction hits the stock markets?

    00:00 Intro

    00:25 Preview
    00:51 Bitcoin / Deepseek
    06:35 Render
    09:03 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

    10 min
  • DeepSeek shock makes Big Tech’s job harder this earnings season | MarketTalk: What’s up today? | Swissquote
    The AI selloff reversed yesterday, Nvidia jumped nearly 9%. ASML this morning announced a set of better-than-expected results that could also help improve sentiment. But the news flow will be intense in the next hours and things could change rapidly. On the menu du jour, the Federal Reserve (Fed) is expected to announce no change to its rates later today, the Bank of Canada (BoC) is expected to cut its rate by 25bp, the European Central Bank (ECB) will probably do the same when it meets tomorrow.
    On the earnings front, Meta, Microsoft and Tesla are due to announce their quarterly results after the bell.
    Good news is that the DeepSeek shock is probably behind without further damage until investors and the Big Tech leaders get more clarity on if and how DeepSeek managed to create a model *this* cheap. But the bad news is, no matter if DeepSeek’s claims are true or not, Monday’s tech rout will taint the earnings season, and investors will be peakier about the AI spending announcements. Together, Amazon, Meta, Alphabet and Microsoft are expected to spend up to $300bn in AI this year, while the earnings growth is expected to slow to less than 20% in 2025.
    Listen to find out more!
    12 min
  • Nasdaq dives on Chinese AI threat. Earnings, central bank decisions in focus | MarketTalk: What’s up today? | Swissquote
    Last week wrapped up with a striking contrast: bullish momentum through most of the week gave way to a bearish close on Friday. A set of stronger-than-expected PMI data prompted investors to recalibrate their Federal Reserve (Fed) outlook, weighing stronger economic growth and the likelihood of a more hawkish Fed response.
    A such, the Stoxx 600 retreated after hitting a fresh record. The S&P500 and Nasdaq traded lower as well, and futures, especially Nasdaq futures, are looking pretty bad this morning with a more than 2% slide at the time of writing hammered by the news that the Chinese startup DeepSeek could run its latest AI model on less advanced chips... and could disrupt the US tech’s global dominance.
    But keep calm and breath. It’s probably too early to bet that DeepSeek will challenge the global AI leaders. This week’s Big Tech earnings will certainly give a stronger conviction to those looking for a fresh direction.
    This week, four of the Magnificent 7 stocks – Microsoft, Meta, Tesla and Apple – and ASML are due to announce their Q4 earnings, along with Intel, Visa and Mastercard, and the oil giants.
    It will be a big week for central bank decisions, too. The Fed is expected to keep rates unchanged, while the European Central Bank (ECB) and the Bank of Canada (BoC) are expected to cut theirs by 25bp.$
    Listen to find out more!
    13 min
  • Trump wants lower rates, lower oil | MarketTalk: What’s up today? | Swissquote
    US 2-year yield and crude oil fell, and the S&P500 extended gains to a fresh ATH yesterday, as US President Donald Trump said – in his virtual speech in Davos – that he would push for further interest rate cuts and ask OPEC to lower crude prices.
    Chip stocks couldn’t fully benefit from yesterday’s rally as the Korean chipmaker SK Hynix cautioned that the 2025 memory demand outlook was uncertain due to inventory adjustments by PC and smartphone manufacturers, along with heightened trade protections and geopolitical risks.
    But overall, the equity rally has further room to run on prospects of lower rates and robust earnings.
    In the FX, the majors extend gains versus a broadly offered US dollar and there is margin for forther recovery until reaching important technical levels. In energy, crude oil sank into its own medium-term bearish consolidation zone yesterday, in a selloff triggered by Donald Trump’s push for lower oil prices.
    Listen to find out more!
    12 min
  • US’ Tech soap opera | MarketTalk: What’s up today? | Swissquote
    US equities were boosted by strong earnings and Trump’s AI push. Technology stocks led the rally, while Tesla fell on Elon Musk’s frustration over the closer relationship between Trump and OpenAI’s Sam Altman.
    Elsewhere, P&G’s latest quarterly report showed that the company’s Q4 sales growth came from higher volumes and not from price hikes, giving hope regarding the US inflation dynamics. Unfortunately, that doesn’t erase the risk of rising inflationary pressures on Donald Trump’s pro-growth policies, his tax cut and mass deportation plans and the tariffs – which are all potential inflation-boosters.
    In Europe, the Stoxx 600 advanced to a fresh record high yesterday, on hope that the tariffs that the US would impose on Europe would be softer than the threats. In China, market sentiment is mixed. The relief over Donald Trump not announcing new tariffs on China during his inauguration didn’t last long. Chinese equities are under pressure despite new measures aiming to boost stock appetite.
    In FX and commodities, the US dollar rebounded yesterday on the back of higher US growth and potentially higher US inflation expectations and crude oil is down for the sixth straight day on the back of Trump policy plans and a surprise 1 mio barrel build in US inventories last week.
    Listen to find out more!
    12 min
  • Trump brings Memecoin? | Crypto Talk | Swissquote

    Before he became the 47. President of the United States, Trump and his team launched a…Memecoin? Good or bad for the industry?

    00:00 Intro

    00:23 Preview
    00:36 Viewer Questions
    02:06 Bitcoin
    03:33 Ethereum
    06:12 Solana
    09:42 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

    11 min
  • Netflix earnings blow past expectations, Trump gives fresh boost to AI | MarketTalk: What’s up today? | Swissquote
    Netflix blew past the market expectations last quarter and printed its biggest ever quarterly jump in subscriptions. The share price jumped 14% in the afterhours trading.
    More good news for the tech lovers. Trump, together with Softbank and Oracle, announced to invest as much as $500bn in AI infrastructure in the next four years. Oracle jumped more than 7% on the news, while VanEck’s uranium and nuclear ETF gained almost 5%.
    The news also boosted growth and productivity expectations more than they fueled the ballooning debt worries. The major US indices gained, while small and mid-cap indices outperformed their bigger cap peers.
    Elsewhere, the Stoxx 600 index gained yesterday and closed a few points below an ATH level defying the morose growth outlook for the European economies, while the UK’s FTSE 100 has printed its third record high in the 3 past sessions.
    Elsewhere, the US dollar retreats on worries that the long dollar positions got too crowded and US crude remains under pressure.
    Listen to find out more!
    12 min
  • Trump Act 2.0: adrenaline, volatility and uncertainty | MarketTalk: What’s up today? | Swissquote
    Surprise, Trump didn’t throw a punch to China in the first few minutes of his presidency and the WSJ reported that he would study the trade policies and the relationships with China, Canada and Mexico instead. The latter gave hope that Trump’s trade policies wouldn’t be as aggressive as he promised. The US dollar initially fell.
    BUT WAIT... the dollar jumped again, erasing losses versus most major currencies as Donald Trump later said that Canada and Mexico could be subject to 25% tariffs from February 1st. Any remarks could hit China anytime, as well.
    This morning, we are back to the inflation worries on tariff threats that pushes the US dollar higher against many majors. No one knows what’s next but the positive pressure on the dollar against most majors – except the yen – should continue on the back of fears that Trump tariffs would boost inflation in the US and keep the Fed hawks close to the market.
    In earnings, Netflix is due to announce its Q4 results today after the bell.
    Listen to find out more!
    12 min
  • The Trump and Coin | MarketTalk: What’s up today? | Swissquote
    After a few weeks of hesitation around the beginning of the new year, the equity bulls finally returned to the market last week on the back of a set of slower-than-expected inflation figures from both the US and the UK, and a set of stronger-than-expected US big bank results. The global bond yields retreated in the developed world from a peak reached earlier last week and let the equities take a breather.
    In FX and commodities, the US dollar retreated on the back of soft CPI and softening Federal Reserve (Fed) expectations, leading to a slow down of the selloff in the EURUSD and Cable. US crude traded past the $80pb but couldn’t extend gains above this level.
    Today, Donald Trump will be sworn in and officially move into the White House. A good part of Trump trade has already happened – the small and mid-caps rallied, energy and financials outperformed and cryptocurrencies touched the sky. Therefore, the first week under Trump may not bring a lot of surprises... (but it may as well!) His brand-new cryptocurrency – launched on the Solana blockchain - gained up to 600% in three days reaching a $15bn capitalization before easing – a little bit – also sending Solana to a fresh record high and the CSI index opens the week on a positive note after a ‘good’ phone call between Trump and Xi.
    Elsewhere, big names including Netflix, P&G and American Express will go to the earnings confessional this week and the S&P500 companies are expected to print near 12% earnings growth this season.
    Listen to find out more!
    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.