Sign up to save your podcasts
Or
Share 🇬🇧 Stay ahead of the markets with Swissquote
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
🇬🇧 Stay ahead of the markets with Swissquote
🇬🇧 Stay ahead of the markets with Swissquote episodes
- CPI backs Fed cut but the US dollar’s weakness looks overdone. | MarketTalk: What’s up today? | SwissquoteIt's been two weeks since I left, and in that time, the markets plunged into chaos. Now that I'm back, things have finally returned to calm waters.In this episode, we talk about the unwind of the yen carry trades, the weakness of the US jobs data and the market’s overreaction to both.We also talk about how inflation numbers are supportive of further rate cuts from the Fed and other major central banks and how these expectations should impact pricing across the FX markets.Listen to find out more!11 min
- Ethereum is coming back! | Crypto Talk | Swissquote
After the crash last week, Ethereum and the cryptos are slowly coming back. We're looking at the ETF Flows and other news from the blockchain world!
00:00 Intro
00:25 Preview00:56 Bitcoin05:10 Ethereum06:57 Solana08:20 Ripple10:08 Subscribe & Good byecrypto #cryptonews #cryptotrading #swissquoteLearn 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/d5Let's stay connected:
LinkedIn: https://swq.ch/cH11 min - Crypto Crisis - is the worst over? | Crypto Talk | Swissquote
That was one of the toughest weekends in crypto, but is the worst over or still to come?
00:00 Intro
00:20 Preview00:27 Crypto-Crisis03:11 Bitcoin & Ethereum06:12 Solana06:45 Expectations07:08 Subscribe & Good byecrypto #cryptonews #cryptotrading #swissquoteLearn 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/d5Let's stay connected:
LinkedIn: https://swq.ch/cH8 min - Trump for Bitcoin | Crypto Talk | Swissquote
Trump appeared as a main speaker at the Bitcoin conference, but was he able to convince people?
00:00 Intro
00:22 Preview00:43 Bitcoin03:36 Ethereum05:51 Solana07:26 Subscribe & Good byecrypto #cryptonews #cryptotrading #swissquoteLearn 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/d5Let's stay connected:
LinkedIn: https://swq.ch/cH8 min - BoJ hikes, Microsoft disappoints & Fed decides | MarketTalk: What’s up today? | SwissquoteThe Bank of Japan (BoJ) raised its rate to 0.25% as cautiously expected and announced that it will reduce the monthly bond purchases in a predictable manner. The JGB yields and the yen rose.Across the Pacific, the Federal Reserve (Fed) also started its two-day policy meeting and will announce its decision later today. The Fed is not expected to make a change to its rates today, but is widely and wildly expected to hint at a September rate cut.But that expectation is not helping the major US indices to stay afloat. Beirut explosion, a swift flight to safety and a renewed selloff across the Big Tech stocks weighed on major US indices yesterday. The S&P500 fell 0.50% while Nasdaq 100 slid around 1.40%. Nvidia tumbled 7% to its 100-DMA. But, Nasdaq futures are in a better shape this morning following a 7.5% rally from AMD after raising its forecast for AI accelerators. Microsoft, on the other hand, didn’t blow anyone’s mind when it reported earnings yesterday as Azure growth disappointed.Meta, Amazon and Apple will be revealing their Q2 earnings later this week.Listen to find out more!11 min
- Oil extends fall. OPEC, rate decisions & earnings in focus | MarketTalk: What’s up today? | Swissquote11 min
- A Big Week ahead: Fed, BoE, BoJ verdicts, Big Tech & Big Oil earnings, OPEC | MarketTalk: What’s up today? | SwissquoteThere is a sense of hope in the market this Monday morning after Friday’s PCE data boosted the expectation that the Federal Reserve (Fed) is getting very close to signaling its first rate cut in September. The US yields and the dollar are under pressure this Monday morning, the euro and sterling are better bid, while tension among the Japanese yen bulls mount ahead of the Bank of Japan (BoJ) decision; the BoJ is expected to announce QT and lower rates this week.In equities, Friday was a better day for the Big Tech stocks in the US. Roundhill’s Magnificent Seven ETF rebounded 1%. But overall, last week saw accelerated rotation flows as capital moved out of Big Tech and into smaller and non-tech sectors of the market, driven by rising Fed cut bets and disappointing earnings from Google and Tesla. 4 of Magnificent Seven companies : Microsoft, Meta, Apple and Amazon are due to announce their Q2 earnings this week. Their results should not only meet but also beat the sky-high expectations.Elsewhere, crude oil is better bid this morning on mounting geopolitical tensions in the Middle East. OPEC+ will meet this and could announce a delay for scaling back of production cuts.Listen to find out more!11 min
- US rotation vibes don’t benefit European stocks as earnings disappoint | MarketTalk: What’s up today? | SwissquoteWe went from ‘the Federal Reserve (Fed) could hardly cut in September’ to ‘it would be a mistake not to cut in July or September’ (source: Mohammad El Erian’s Linkedin feed) in a blink of an eye. We’ve been seeing the lower S&P500 and Nasdaq countered by a rise in economically sensitive sectors since about two weeks now. And diving into the S&P500, around 300 of the stocks in there actually gained yesterday, US crude rebounded after testing the $77pb support and the Rusell 2000 stocks rallied 1.26% – reinforcing the rotation trend – from tech to non-tech - after the latest growth update showed that the US economy not only secured a 2% growth but grew at an impressive pace of 2.8% last quarter – double the first quarter number which had seen the growth rate fall to 1.4%.Interestingly, the US strong GDP read yesterday didn’t discourage the Fed doves yesterday. All eyes are on the core PCE data today.Unfortunately, European stocks don’t benefit from the reflation vibes as earnings from the European companies fail to keep investors optimistic about the future.Listen to find out more!11 min
- Upside down: Big Tech drops, US yield curve steepens & JPY rallies | MarketTalk: What’s up today? | SwissquoteUnderwhelming results from Tesla and Alphabet painted the equity markets in the red yesterday. The S&P500 experienced its worst selloff since December 2022, Nasdaq 100 tumble as Roundhill’s Magnificent 7 ETF dropped more than 6% yesterday. Also, from a broader perspective, the fact that the Federal Reserve (Fed) cut expectations are rising is not positive for the Big Tech stocks as these behemoths were seen as a safe place to hide when the rates were high, and could see their advance wane due to a sector rotation. For the bears who were waiting in ambush, the time of correction may have come and could erase 10-15% from the S&P500 if the upcoming earnings can’t turn the wind.In the FX, the fact that the Fed and the market is preparing to cut should keep the US dollar index under pressure, although the rising Fed cut bets also softens the dovish central bank expectations elsewhere and should limit the potential weakness of the greenback. The long yen trade is gaining momentum. The USDJPY fell to 152.23 due to rising bets on a Bank of Japan (BoJ) rate hike and the unwinding of carry positions. The major risk is that the Bank of Japan (BoJ) might refuse to hike next week, causing the entire long yen trade to collapse. But that’s probably just a bad thought.Listen to find out more!11 min
- Tesla, Google failed to impress. | MarketTalk: What’s up today? | SwissquoteThe first view on Big Tech earnings wasn’t inspiring. Tesla’s earnings missed estimates for the 4th consecutive quarter as revenue from car sales declined 7%. Shares slashed almost 8% in the afterhours trading. Over at Google, the parent Alphabet reported the smallest earnings beat since early 2023 and the share price fell 2% in the afterhours trading.As such, two of the Magnificent 7 stocks failed to create euphoria when they reported their Q2 results yesterday. The S&P500 and Nasdaq both closed yesterday’s session with small losses, and the futures are both in the negative this morning.In Europe, the news weren’t much better. LVMH saw its ADRs decline almost 5% after announcing that revenue in China-region fell 14% in Q2 – in line with a broad-based weakness in other luxury houses across Europe as well.Copper futures are down by 20% since the May peak, while US crude cleared the 200-DMA without much problem despite a 3.9-mio-barrel fall in US oil inventories last weekIn the FX, the US dollar index was slightly stronger yesterday despite weak data, the euro and sterling retreat while the yen strengthens on bets of Bank of Japan (BoJ) hike next week.Later today, the Bank of Canada (BoC) is expected to cut rates by 25bp.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.
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.
About Swissquote: https://swq.ch/48Qf9fN
We are Switzerland’s leading bank in online financial services and offer our clients innovative and state-of-the-art solutions to meet their investment needs.
Headquartered in Geneva, Switzerland, we have additional offices in Zurich, Luxembourg, London, Cyprus, Dubai, Hong Kong, Malta, Singapore, and Bucharest.
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.