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🇬🇧 Stay ahead of the markets with Swissquote
🇬🇧 Stay ahead of the markets with Swissquote episodes
- 9 min
- Resilient US sales fuel inflation expectations and Fed hawks. FOMC minutes in focus. | MarketTalk: What’s up today? | SwThe Americans continue spending, US retail sales grew 0.7% on a monthly basis and more than 3% on a yearly basis - the biggest figure since January. The resilience of the US consumer spending sapped investor sentiment by fueling inflation expectations and Federal Reserve (Fed) hawks. Yields rose, stocks fell and USD gained.In Europe, Cable bulls resist to the bears around the 1.27, on record wages growth and sticky inflation while Europeans watch GDP and industrial production data to assess the slowdown in economy.Far away, the Reserve Bank of New Zealand (RBNZ) held its cash rate unchanged for the 2nd consecutive month but warned that there is a risk that activity and inflation measures do not slow as much as expected, and due today, the FOMC minutes will likely show that the Fed officials remain cautious despite the latest fall in inflation numbers.Listen to fin out more!11 min
- China cuts, Argentina devaluates, USD gains. | MarketTalk: What’s up today? | SwissquoteChina surprised by cutting its one-year medium-term lending facility (MLF) rates by 15bp to 2.50% today to give a jolt to its economy but Chinese equities remain under pressure, the Chinese yuan fell to the lowest levels against the US dollar since last November, and crude oil stagnates around the $82.50pb.Elsewhere, Argentina devaluated its currency by 18% to 350 per dollar, the dollar ruble traded past the 100 mark for the first time since Russia invaded Ukraine and the Indian rupee traded near record, as well. All that helped the US dollar index shortly trade above its 200-DMA yesterday, a day before the release of the FOMC minutes.Today, investors will focus on the US Empire manufacturing index and the retail sales data, and earnings from Home Depot will also hit the wire.The S&P500 recovered yesterday, as Nasdaq 100 advanced more than 1% with technology stocks leading the rebound. Nvidia was one of the best performers with a 7% jump after a Morgan Stanley analyst reiterated his $500 per share price target yesterday. But Tesla didn’t benefit from the tech rally of yesterday and closed the session below $240 per share after cutting its car prices in China, yet again.Listen to find out more!12 min
- China selloff dampens mood, USD up. | MarketTalk: What’s up today? | SwissquoteThe week starts on a bad mood as the Chinese property worries escalate with Country Garden suspending almost a dozen of onshore bonds starting from today. Plus, Zhongzhi Enterprise Group, which has around 1 trillion yuan under management failed on its payments linked to products issued by its companies last Friday, further fueling the stress among investors.American crude is under pressure around $85/82.50, the MACD indicator just turned bearish hinting that we could see some more downside correction in case of weak news this week.Some easing in energy and metal prices could be a good thing, as Friday’s producer price index in the US came in stronger than expected, both for the headline and the core metrics. The USD gained, the EURUSD slipped below its 50-DMA on the back of a stronger US dollar and the USDJPY is about to test the 145 mark. Gold remains under the pressure of rising yields and a stronger US dollar across the board.This week, investors’ focus will shift to US retail sales and earnings from US big retailers, including Walmart, Target and Home Depot. Strong sales data and encouraging earnings could halt bleeding in US stocks, where both the S&P500 and Nasdaq posted their second straight weekly decline last week.Listen to find out more!11 min
- Chinese property crisis deepens as Country Garden warns of massive H1 loss | MarketTalk: What’s up today? | SwissquoteReleased yesterday, the latest CPI data showed that the headline inflation in the US ticked higher from 3 to 3.2%. That was slightly lower than the 3.3% penciled in by analysts, core inflation eased to 4.7% in July from 4.8% expected by analysts and printed a month earlier.Today, eyes will be on the July PPI figures before the weekly closing bell, where core PPI is seen further easing, but headline PPI may have ticked higher to 0.7% on monthly basis, probably on higher energy, crop and food prices.Yesterday’s slightly softer-than-expected inflation numbers and the initial jobless claims which printed almost 250K new applications last week - the highest in a month - sent the probability of a September pause to above 90%, though the US 2-year yield advanced past the 4.85% level, and the longer-terms yields rose with a weak 30-year bond action, which saw the highest yield since 2011.Major stock indices stagnated.The USD index consolidates above the 50 and 100-DMAs while the EURUSD sees support at the 50-DMA, near the 1.0960 level, and could benefit from further weakness in the US dollar to attempt another rise above the 1.10 mark.European nat gas futures fell 7% yesterday after a 28% spiked on Wednesday on concerns that strikes at major export facilities in Australia could lead to a 10% decline in global LNG exports, while the escalating property crisis in China weighs on investor sentiment, as major Chinese indices, including technology stocks are down, except for Alibaba.Listen to find out more!12 min
- All eyes on US inflation! | MarketTalk: What’s up today? | SwissquoteUS equities fell, while yields pushed higher in the run up to today’s most important US inflation data. Inflation in the US is expected to have rebounded from 3 to 3.3% in July and core inflation may have steadied at around 4.8%. Any bad surprise on the inflation front could revive the Federal Reserve hawks, but we are far from pricing another hike in September just yet; activity on Fed funds futures assesses more than 85% chance for pause in September FOMC meeting. Rising oil, crop and rice prices are the major upside risks, while potential downside pressure on shelter could counter higher raw material prices.The idea of further Fed hikes is not helping sentiment in bond markets, especially since Fitch downgraded the U.S. credit rating from AAA to AA+. Moody’s downgraded credit ratings for 10 small and midsize US banks, citing higher funding costs, potential regulatory capital weaknesses and risks tied to commercial real estate loans. And speaking of banks, Italian banks also sold off earlier this week on news of a new windfall tax. The latter triggered some risk averse inflows into bonds until Italy issued a clarification of its new tax on banks’ windfall profits, saying that the impact may be limited for some banks and the levy won’t exceed 0.1% of a firm’s assets.The U.S. 2-year yield rebounded past 4.80%, while the 10-year yield is back to around%, after a spike to 4.20% on Fitch downgrade.In China, slow imports-exports, deflation and property crisis counterweight stimulus news led rally.Listen to find out more!12 min
- New Polygon POL Token? | Crypto Market Talk | Swissquote
Polygon will be switching their MATIC Token in a 1:1 fashion to the new POL Token. The goal? Support multiple blockchains with one new token. But will that change anything without new tokenomics?
00:00 Intro
00:23 Preview00:46 Bitcoin - ETF04:11 Ethereum - Paypal stablecoin06:26 Solana08:28 Polygon10:01 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 - Everything bad besides Bitcoin? | Crypto Market Talk | Swissquote
What if we could only trade Bitcoin but not other altcoins? Some exchanges have faced this ridiculous request…let's discuss what the implications would be!
00:00 Intro
00:20 Preview00:28 Crypto-News05:45 Bitcoin06:23 Ethereum07:04 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 - Trading cryptos with your iris? 👀 | Crypto Market Talk | Swissquote
While the FED is raising 25 bps we're seeing a new crypto project that allows you to trade cryptos with your iris? Also: Avalanche is launching a new fund pushing tokenization projects.
00:00 Intro
00:24 Preview00:47 Crypto-News02:42 Bitcoin04:48 Ethereum06:07 Maker07:58 Avalanche09:23 Doge Coin10:52 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/cH12 min - Microsoft disappoints, Google surprises, Fed decides! | MarketTalk: What’s up today? | SwissquoteSurprise, surprise: Microsoft failed to meet investor expectations when it announced its Q2 results yesterday, while Google did better than expected. The S&P500 advanced to the highest levels since April 2022, while Nasdaq 100 was up by 0.73% yesterday. Meta is due to announce earnings today after the bell.Zooming out, the IMF raised its outlook for the world economy this year and it now expects the global GDP to expand 3% in 2023. But it also warned that Germany will probably be the only G7 economy to suffer an economic contraction this year. US growth forecast was optimistic even though risks prevail as PacWest has been the latest US regional bank to succumb to this year’s bank stress.Today, the Federal Reserve (Fed) will likely announce another 25bp hike today, and warn that there could be more in the store. The US dollar index pushes higher as the EURUSD continues its nosedive on IMF’s less than ideal Germany outlook and the news that corporate loan demand plunged by the most on record in Q2, as higher rates started to bite European businesses.Unfortunately, however, inflation expectations are getting stronger globally as the rising energy and crop prices hint that the upcoming inflation figures won’t be a piece of cake. The barrel of US crude flirted with the $80pb level on Chinese stimulus hopes and the pricing of a soft landing, while wheat futures continue rising along with the escalating tensions in the Black Sea and Danube. Corn and soybean futures rise as well as hot weather in the US belt is adding to the positive pressure for corn.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.
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.