🇬🇧 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

  • Global bond selloff cools, stocks rebound | MarketTalk: What’s up today? | Swissquote
    Markets are riding a wave of optimism fueled by slower-than-expected US retail sales, strong earnings from banks and TSM, and hawkish comments from Fed's Christopher Waller hinting at earlier rate cuts if inflation continues its downward trend. Yet, US inflation metrics show core services inflation remains stubbornly high, while energy prices face upward pressure from geopolitical risks like Trump’s tariff threats and sanctions on oil producers.
    In China, upbeat Q4 data helped the CSI 300 index and yuan, though deflation and weak retail sales signal the recovery isn’t complete. Meanwhile, US and European yields dipped amid dovish central bank remarks and technical corrections, giving equities a mixed boost.
    Luxury stocks in Europe surged on Richemont's record sales, while Nvidia and the Magnificent 7 faltered on chip curb concerns. With banks outperforming and yields stabilizing, the stage is set for continued rotation toward lower-valuation sectors.
    Where will markets head next?
    Listen to find out more!
    12 min
  • Encouraging inflation, strong bank and TSM earnings boost appetite | MarketTalk: What’s up today? | Swissquote
    Yesterday offered an almost ideal news flow for global investors. The markets lit up with joy yesterday on the back of softer-than-expected inflation numbers from the UK and the US, as well as strong bank earnings. Yields fell, equities gain, the US softened, banks and Big Tech rallied – and the rally could continue today on the back of stronger-than-expected TSM results.
    But inflation remains well above the Federal Reserve (Fed) policy target, the German economy shrank for the second consecutive year, while the stock valuations remain at levels that can’t afford any misstep.
    Listen to find out more!
    11 min
  • Bitcoin Supply Shock incoming? | Crypto Talk | Swissquote

    Bitcoin's supply shock might be coming sooner rather than later, but we still expect some volatility going forward…

    00:00 Intro

    00:26 Preview
    00:45 Viewer Questions
    01:46 Bitcoin
    04:31 Ethereum
    05:39 Solana
    06:26 Charts
    08:46 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
  • Inflation watch in the UK and the US | MarketTalk: What’s up today? | Swissquote
    Sentiment was slightly better and the dollar was slightly lower on Tuesday on the back of a softer-than-expected PPI report from the US and on news that Donald Trump’s America First team would only ‘gradually’ increase tariffs on the rest of the world – if that’s any comfort.
    All eyes are on the US CPI data due today. The headline inflation in the US is expected to have ticked higher from 2.7% to 2.9% in December, while core inflation is seen sticky near the 3.3% level. A higher-than-expected set of data could reverse yesterday’s selloff in the US dollar and weigh on treasuries and equities, while a softer-than-expected figure could help cooling the hawkish Fed expectations and let the US dollar give back field, and the treasuries and equities take a breather.
    Elsewhere, the Eurozone countries are also releasing fresh updates to their inflation numbers today with the Eurozone aggregate figure for December due Friday, meanwhile the UK printed a set of lower-than-expected inflation figures this morning.
    In energy, news that Israel and Hamas are nearing a ceasefire agreement before Trump’s inauguration helped cooling the rally but the geopolitical risks prevail.
    Listen to find out more!
    12 min
  • Stretched US dollar bullishness looks appetizing, but data risks loom
    The bond selloff continues. The global bond selloff is fueled by concerns over soaring debt levels leading to political turmoil and uncertainty in developed economies. This is compounded by major central banks' struggles to bring inflation down to their 2% target, amid various economic, political and geopolitical developments that could trigger a reversal in consumer prices worldwide. Consequently, the yields are rising and the expectations of further rate cuts from some major central banks are melting putting equities under pressure.
    Markets’ sensitivity to major economic data will likely rise as policy uncertainties mount and appetite weakens. Due today, the US will release its latest PPI numbers, and the headline PPI may have risen from 3% to 3.4% in December and core PPI is seen rising from 3.4% to 3.7% during the same month. Rising price pressures are not good news for the Federal Reserve (Fed) doves. Stronger-than-expected inflation figures could further accelerate the US treasury selloff and support the US dollar. Yet the dollar rally appears to be approaching stretched levels, which could encourage contrarians to return to the market.
    Listen to find out more!
    12 min
  • US yields jump, equities retreat on strong US jobs data. Focus on US CPI & bank earnings! | MarketTalk: What’s up today?
    Surprise! The US economy added more than 250K new nonfarm jobs in December, some 90K more than expected, and the unemployment rate fell to 4.1%. If it’s any comfort for the Federal Reserve (Fed) doves: wages growth softened from 4% to 3.9% on a yearly basis. But all in all, the report looked very strong, and further hammered the dovish Federal Reserve (Fed) expectations. The US yields and the dollar gained, equities fell and the VIX index flirted with the 20 level, suggesting mounting discomfort among investors.
    But not in oil! US crude oil jumped on fresh US and UK sanctions against Russian oil companies and vessels that transport this oil.
    The new week has a busy economic and corporate calendar. The US inflation update, the Big bank and TSM earnings will be closely watched by investors around the world.
    Listen to find out more!
    12 min
  • US jobs day! | MarketTalk: What’s up today? | Swissquote
    The selloff in British gilts and the pound slowed yesterday after Rachel Reeves compromised on her spending plans but the pound, as other major currencies, remain under a decent selling pressure into the US jobs data due later today.
    Before the announcement of the US official jobs data, activity on Fed funds futures suggests that the Fed’s next rate cut should arrive in May – with around a 53% chance. A set of stronger-than-expected data could flip this expectation to the ‘no cut until June’ side very rapidly and enhance the selloff in the US dollar and support a further appreciation of the US dollar, while a set of softer-than-expected jobs data could strengthen the hope of a May cut. Given how quickly the Fed hawks have gained ground in recent weeks—and how much more investors are excited by dovish signals—the market’s reaction to soft data could outweigh its response to strong figures.
    On the flip side of the world, the Chinese struggle with a completely different problem. Despite the announcement of multitude stimulus measures, yields there continue to dive, and the gap between the US and Chinese yields are widening *alarmingly*. China will release its latest inflation report this weekend, and everyone prays for deflation to slow.
    Listen to find out more!
    11 min
  • Bitcoin ETF Problems? | Crypto Talk | Swissquote

    A rough start for Bitcoin in the new year. But while the ETF flows are going up and down we're focusing on what's going to happen this week in the world cryptos

    00:00 Intro

    00:26 New Years
    00:56 Preview
    01:17 Bitcoin
    04:00 Solana, Ethereum, Base
    05:07 Ripple
    06:22 Bitcoin Chart
    07:06 Ethereum Chart
    07:42 Solana Chart
    08:22 Ripple Chart
    09:10 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
  • Does it smell like Liz?! | MarketTalk: What’s up today? | Swissquote
    The selloff in US treasuries continued yesterday over concerns that Donald Trump’s presidency would boost spending and inflation in the US, and make the Federal Reserve’s (Fed) job of bringing inflation back to the 2% target more difficult. The selloff slowed after weaker-than-expected ADP report.
    Across the Atlantic, The 10-year gilt yield advanced to the highest level since 2008 yesterday and broke above the peak levels that were reached during Liz Truss’ historic mini budget crisis. Sterling fell against a broadly bought US dollar, but also against the weakening euro.
    The barrel of US crude remembered what it was like to sit above the $75pb level for a while, before returning to the $73-ish levels.
    And finally, trade tensions get tenser between the US and the latter. Biden announced additional restrictions on AI chip exports – after blacklisting Tencent and CATL, one of Tesla’s key battery suppliers. Nvidia dipped below $140 share after the bell, while quantum stocks tanked after Jensen Huang said that he doesn’t see quantum computers’ usefulness before 15 – or even 20 years.
    Note that the US stock markets will be closed today as day of mourning for Jimmy Carter, while the bond market will close at 2pm New York time.
    Listen to find out more!
    12 min
  • Strong US data fuels hawkish Fed bets ahead of critical jobs report | MarketTalk: What’s up today? | Swissquote
    Good news was bad news yesterday and they even wiped out the optimism that Nvidia initially created around AI with the announcement of new products.
    The US released a set of higher-than-expected ISM data, suggesting that non-manufacturing activity was better than expected in December – in contradiction to the S&P’s PMI data released a day before. But what really dampened the market mood was that prices paid by companies unexpectedly - and meaningfully - jumped to the highest levels since 2023. Separately, JOLTS data hinted at an unexpected jump in job openings in November to above 8 mio jobs openings. The better-than-expected US data fuelled the hawkish Federal Reserve (Fed) expectations, pushed the US yields higher and kicked the expectation of the next Fed cut further down the road.
    The US dollar rebounded against most majors as the latest US data fuelled the Fed hawks. Due today, the ADP report is expected to print a relatively soft number of new private job additions last month.
    In Europe, the CPI reading came in line with expectations, fuelled the European Central Bank (ECB) doves, pulled the euro lower and pushed stocks higher. Across the Channel, the UK’s 30-year gilt yield advanced to the highest level since 1998.
    Listen to find out more!
    12 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.