🇬🇧 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

  • The USDJPY tests 160! | MarketTalk: What’s up today? | Swissquote
    The S&P500 record its best performance since October 2023 despite unfavourable economic data for both the US economic outlook and Federal Reserve (Fed) expectations last week. Tech stocks led the rally, market reaction to Big Oil’s weak earnings was mixed wile Friday’s higher-than-expected core PCE print didn’t weigh much on investor sentiment, as most of the price action due to the inflation disappointment happened after Thursday’s GDP report.
    This week, two more Magnificent 7 companies – Apple and Amazon – will report their Q1 earnings, the US will reveal the latest jobs data and the Fed will decide.
    In currencies, the USDJPY flirted with the 160 level this morning on thin market liquidity due to local Japan public holiday, following the lack of a much-expected intervention - or at least an announcement - from the Bank of Japan (BoJ) last Friday.
    In energy, US crude begins the week with a minor slide with hope that Antony Blinken’s efforts to convince Israel to cease fire in Gaza could pay off, as White House announced Sunday that Israel has agreed to hear out its concerns.
    Listen to find out more!
    11 min
  • AI saves day. | MarketTalk: What’s up today? | Swissquote
    Facebook’s Meta went on a 10% freefall yesterday, even after the company announced better-than-expected earnings, but didn’t pull the rest of the tech stocks down with it yesterday. Nvidia gained more than 3% while Tesla jumped another 5% - don’t ask me why.
    On the macroeconomic stage, the news were not bright. The first estimate for the US Q1 growth showed that the US economy slowed way more than expected in Q1 and threw a wrench into the soft-landing dream and sparked fears of stagflation, where the economy slows down while inflation persists – which would force the Fed to keep its policy tight. Stocks fell.
    But happily, AI may save the day. Microsoft and Google’s Alphabet both jumped in the afterhours trading after announcing sufficiently strong results that met and surpassed expectations.
    Exxon and Chevron are expected to announce their Q1 results today.
    Listen to find out more!
    11 min
  • The moral of the story: high expectations are hard to beat | MarketTalk: What’s up today? | Swissquote
    Meta fell 15% in the afterhours trading despite earnings beat as investors didn’t like the weaker-than-expected revenue forecast for the current quarter and even less the news that the company will be spending more money to improve its AI capabilities. Tesla jumped 12% regardless of revenue miss. Google, Microsoft and Intel are due to report today.
    So far, we observe that the high expectations have played tricks on stock valuations and the first set of earnings reactions warn that even strong results from Big Tech may not suffice to send their stock prices higher – if we start seeing growth expectations level out. (I am looking at you Microsoft and Nvidia.)
    Zooming out, the stumbling giant Meta is weighing on the mood this morning. US futures are down and the technology-heavy Nasdaq is leading losses with more than 1% fall at the time of writing.
    The macroeconomic landscape is complex, with investors balancing between robust GDP growth and high earnings expectations for the Big Tech companies, all while considering the fading expectations for a Federal Reserve's (Fed) rate cut. All eyes on US Q1 GDP today.
    In the FX, the USDJPY continues its advance above 155 defying expectation of a direct FX intervention in the next few hours.
    Listen to find out more!
    11 min
  • Tesla jumps despite revenue miss, EURUSD tests 1.07 | MarketTalk: What’s up today? | Swissquote
    Tesla jumped despite missing earnings and revenue expectations, Apple eked out gains despite news of a 19% drop in Chinese iPhone sales. Texas Instruments rose on a bullish revenue forecast for the current quarter hinting at a slower decline in chip demand from industrials and car industry. Spotify rallied 11% after its CFO said that ‘historical price increases have had minimal impacts on growth’ Meta, Ford and IBM will report today.
    The S&P500 rebounded on Tuesday thanks to a decline in US yields following a set of lower than expected PMI figures from the S&P Global and a strong sale of 2-year treasury notes. The EURUSD jumped above 1.07 on the back of stronger-than-expected Eurozone PMIs and softer-than-expected US PMIs. The yen couldn’t maintain gains amid talk of direct intervention, the AUDUSD extended rally on stronger-than-expected inflation data.
    Elsewhere, the FTSE 100 rose to a record high, while the Stoxx 600 gained ahead of European bank earnings.
    Listen to find out more!
    12 min
  • Bitcoin Halving is over - fees still high? | Crypto Talk | Swissquote

    The bitcoin halving is now through, but will the fees remain high? Will we still see volatility in the markets?

    00:00 Intro

    00:26 Preview
    00:53 Bitcoin
    07:28 Ethereum
    09:43 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
  • How bad, doctor? | MarketTalk: What’s up today? | Swissquote
    The week started on a hopeful note after the de-escalation of tensions between Israel and Iran. Gold and oil retreated, equities gained. Bitcoin was better bid following halving while cocoa futures continued to fluctuate near record highs.
    On the economic calendar, a series of PMI data are expected to confirm a slight improvement in global activity levels and a further divergence in US rebound. On the corporate calendar, tens of S&P500 companies are preparing to report their Q1 earnings.
    Among them, Tesla is due to reveal its Q1 results after the bell and the expectations are weak. The selloff could continue if the company fails to convince investors on three major points. 1. Are sales continuing to fall after the sharp Q1 decline? 2. Is it a good idea to continue cutting the price of EVs provided that the latest cuts didn’t necessarily help boost sales? 3. Are robotaxis and self-driving cars realistic in terms of profit and growth?
    Elsewhere, optimism regarding the S&P500 earnings reigns - which to me is an alarming sign. Remember, too much optimism kills optimism.
    Listen to find out more!
    11 min
  • Cautious optimism | MarketTalk: What’s up today? | Swissquote
    The week starts with a relief rally in equities following a calm weekend on the geopolitical scene. The US 2-year yield pushes above 5% ahead of US GDP and PCE updates. Four of Magnificent 7 are due to report earnings this week.
    US crude kicks off the week under selling pressure, near the $81.50pb level. The US 2-year yield has been testing the 5% level since 10th of April and looks ready to go above this week.
    The S&P500 had their worst week in over a year after less-than-ideal ASML and TSM results hammered appetite in chip stocks last week.
    This week, 4 of the Magnificent 7 companies will be revealing their Q1 results: Microsoft, Google, Meta and Tesla..
    And if the tech stocks can’t boost appetite, the rest of the S&P500 will hard it hard to do so. The S&P500 index is expected to print a 4% earnings decline in Q1 – a decent contrast with the +38% expected for the Magnificent 7. And among the Magnificent 7, Tesla and Apple don’t look promising. So all hopes rely on 5 stocks. 5 stocks will determine where the S&P500 should be headed next.
    Listen to find out more!
    11 min
  • Oil, safe haven assets jump as Israel responds to Iran | MarketTalk: What’s up today? | Swissquote
    Oil and gold jumped on rising geopolitical tensions after Israel struck targets in western Iran as a response to last weekend’s attacks. Brent crude traded above the $90pb before easing, US crude shortly trade past the $86pb level, wheat futures jumped 2%, gold rebounded to a near-record level and Swiss franc gained. We will likely see a further flight to safety before the weekly closing bell on fear of further escalation of tensions during the weekend. In other hot commodity news, cocoa futures jumped close to 10% yesterday to above $11’000 per ton, and a hedge manager called Pierre Andurand said that the shortages will push the price of a ton of cocoa to $20K.
    Elsewhere, tech investors didn’t necessarily bought into TSM’s better-than-expected revenue and earnings compared to the same time last year. The S&P500 extended losses and Nasdaq 100 retreated to near its 100-DMA.
    Netflix reported results after the closing bell yesterday and surprised with a third month of blowout subscriptions growth, but shares lost almost 5% in the afterhours trading as its Q2 revenue forecast failed to impress.
    The US dollar gained on the back of strong US data and hawkish Fed comments and the US futures are in the negative this morning.
    Listen to find out more!
    11 min
  • Bitcoin Crisis before halving? | Crypto Talk | Swissquote

    We expected volatility before the halving, but is this normal? We'll dive into what's happening in the Bitcoin world just before the halving!

    00:00 Intro

    00:22 Preview
    00:45 Bitcoin
    05:54 Ethereum
    08:44 Solana
    09:28 Bitcoin-Halving 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
  • ASML miss raises questions regarding the future of the AI rally | MarketTalk: What’s up today? | Swissquote
    The big story of yesterday was the disappointing results from the biggest European company, ASML, where sales missed estimates and new orders slumped by 60% compared to a quarter earlier. The results raised questions regarding the sustainability of demand from chipmakers and the AI rally. The S&P500 and Nasdaq extended losses. TSM and Netflix are due to reveal results today.
    Elsewhere, the US treasuries rebounded yesterday, and the dollar gave back gains as authorities around the world highlighted the ‘serious concerns’ regarding the depreciation of the Japanese yen and the Korean won against the greenback. The EURUSD and Cable rebounded but the divergence among the central bank policies remain in favour of further weakness in the euro and sterling against the greenback.
    In energy, US crude gives back gains but risks remain tilted to the upside due to tense geopolitical landscape.
    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.