🇬🇧 Stay ahead of the markets with Swissquote
Insights, strategies, and innovations for smarter trading
500 episodes
21 hours ago
Dive into the heart of the markets to decipher trends with our MarketTalk (daily) and Crypto Market Talk (Wednesday) shows. Subscribe to the podcast channel and stay informed!
About Swissquote
https://swissquote.com?utm_source=podcast&utm_campaign=swissquote-english_sqgroup&utm_medium=video&utm_content=default
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.
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Dive into the heart of the markets to decipher trends with our MarketTalk (daily) and Crypto Market Talk (Wednesday) shows. Subscribe to the podcast channel and stay informed!
About Swissquote
https://swissquote.com?utm_source=podcast&utm_campaign=swissquote-english_sqgroup&utm_medium=video&utm_content=default
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.
Japan kicks off the week with a bang as the ruling LDP picks Sanae Takaichi, sending the Nikkei to record highs while the yen slides and Japanese bond yields surge on expectations of easier fiscal and monetary policy. Meanwhile, the US government shutdown drags on, delaying key data such as the nonfarm payrolls report, keeping markets guessing about the Federal Reserve’s (Fed) next move. Oil prices rebound after OPEC’s output hike, while gold and Bitcoin extend their rallies as investors seek shelter from political and policy uncertainty. With the earnings season about to start and AI stocks still driving sentiment, markets could be in for another interesting week.
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Investors swung between US political drama and AI hype. Trump’s threat to fire federal employees amid a potential prolonged government shutdown sent jitters through markets, yet the S&P 500 and Nasdaq hit fresh all-time highs. OpenAI’s secondary share sale, valuing the company at ~$500bn, fueled excitement across tech, boosting Nvidia, SK Hynix, Samsung.
Markets are grappling with high valuations and FOMO, while bets on multiple Federal Reserve (Fed) rate cuts linger. Weak private jobs data added to dovish sentiment, but official reports remain delayed due to the shutdown – and that’s a worry for the Fed visibility. In FX, EURUSD and GBPUSD are stuck near resistance levels, while gold consolidates near all-time highs and US crude tests clears slips below $62pb amid OPEC supply expectations.
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Gloom never looked so good for markets! While the US government remains shut, investors are cheering weak jobs data and dovish Fed expectations. ADP numbers showed a surprising loss of 32,000 jobs in September, signaling a cooling labor market — yet equities hit fresh highs. Big Tech continues to lead the charge, fueled by AI excitement and new product launches.
Asian tech follows the rally, with Alibaba jumping after analysts raised price targets — a 50% discount from 2021 makes it tempting despite short-term overbought signals. Meanwhile, the dollar is under pressure, EURUSD eyes 1.18–1.20, and sterling braces for the UK Autumn Budget. Safe havens like yen, gold, and the Swiss franc are in focus, with the SNB intervening to limit franc gains.
Markets are thriving on gloom — from Fed bets to AI optimism, the paradox has never been clearer.
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The US government has officially shut down after lawmakers failed to agree on funding — and markets are already reacting. The dollar is under pressure, treasury yields are edging lower and safe haven assets including the yen, the Swiss franc and gold are in demand.
But how much do shutdowns really matter for markets? History shows the S&P 500 often shrugs them off — sometimes even gaining during the deadlock. Still, delayed economic data could complicate the picture, especially with US jobs figures in focus this week.
Meanwhile, ADP is set to release its private payrolls report, offering a crucial clue on the labour market while Friday’s official releases risk being stalled.
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Markets kicked off the week with cautious gains, brushing aside Donald Trump’s renewed tariff threats and looming US government shutdown risks. The S&P 500 and Nasdaq hover just below record highs, while Treasury yields slip as investors seek safety. But the real worry among investors is that a shutdown could delay critical US data releases, muddying the Fed’s policy outlook and tempting traders to take profits.
Meanwhile in Asia, Chinese stocks rally on upbeat PMI data and Beijing’s $70bn growth push, with foreign investors tiptoeing back into tech giants like Alibaba. Gold surged to record highs as investors chase safe-havens, silver eyes $50, and copper jumps on supply shocks at Freeport’s Grasberg mine. Crude oil, however, struggles to break out as OPEC hints at more supply.
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The US dollar is back under pressure as investors brace for a crucial week with US jobs data and US government shutdown suspense. Gold and silver continue their rally, Chinese stocks surge with Alibaba leading the AI charge. The EURUSD is better bid into early September CPI updates expected to show a slight uptick in headline figures and oil is drilling above the $65pb but bulls are timid after OPEC hinted at more supply to come in November!
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Markets are still digesting yesterday’s blockbuster US GDP report — growth came in at 3.8%, the fastest pace in nearly two years, and far above expectations. Strong data may look like good news, but for investors it complicates the Federal Reserve’s (Fed) path: if the economy is still running hot, do we really need rate cuts this year? Yields climbed, the dollar strengthened and equities slipped from record highs as traders reassessed.
Today, all eyes are on the Fed’s favourite inflation gauge, the core PCE. A softer print could revive risk appetite and give gold some breathing space, while a hotter surprise might prolong the pause in the risk rally. We’ll also take a closer look at FX moves, sterling’s weakness ahead of the Autumn Budget, and why gold still shines despite rising yields.
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How safe is BTC above 111k USD?
00:00 Intro
00:23 Disclaimer
00:27 Preview
00:36 Bitcoin
04:12 Ethereum
06:54 Solana
09:22 Subscribe & Good bye
#crypto #cryptonews #cryptotrading #swissquote
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Markets hit pause as investors take profits after the recent rally, while AI news steals the spotlight. Nvidia’s $100 bn investment in OpenAI and OpenAI’s $400 bn plan for five new US data centers show where capital is flowing—but not everyone is rushing in. Micron smashed earnings expectations with AI-driven revenue and soaring cloud memory margins, yet its stock slipped 3% as some investors cashed in after a 170% rally since April.
Across the globe, Alibaba continues to climb, testing 2021 highs, as Chinese tech funds fuel momentum. But valuation gap with US peers is narrowing!
Today, all eyes are on the US GDP print, which could set the tone for bonds, stocks and the US dollar. Meanwhile, the Swiss National Bank held rates at 0% and UK Treasury auctions highlight fiscal worries.
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Markets leaned dovish after Jerome Powell’s latest speech, as the Federal Reserve (Fed) Chair refused to commit to a rate cut at next month’s meeting. Powell highlighted the downside risks to the jobs market and the upside risks to inflation, painting a mixed picture that calls for careful adjustment. Still, bond markets reacted with lower yields and traders now price a 94% chance of an October cut.
Equities pulled back from record highs, but the underlying story hasn’t changed: the Fed is easing into a resilient economy, corporate earnings remain strong and inflation is sticky but manageable. In Europe, PMIs surprised to the upside, while UK data disappointed. Meanwhile, Alibaba surged on fresh AI investment news, gold set new records, and oil rebounded on geopolitics and inventory draws.
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Every time you think the AI rally has topped out, it finds another gear. Nvidia hit a fresh all-time high after reports it’s deepening its partnership with OpenAI to build massive new data centers — we’re talking about 10 gigawatts of capacity, the scale of ten nuclear reactors. A genius move: OpenAI needs Nvidia chips, and Nvidia is making sure it gets both the sales and the strategic tie. Elsewhere, Oracle rallied 6% on news it will secure TikTok’s US algorithm. Together, Big Tech pushed US indices to new highs, while non-tech sectors lagged. In bonds, the 2-year yield rose past 3.60%, ignoring Trump-linked economist Stephen Miran’s calls for rapid rate cuts. Bitcoin and cryptocurrencies couldn’t benefit from the tech rally, US dollar remained under pressure, while gold extended gains to fresh highs!
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Markets kicked off the week on a mixed note. Last week’s Federal Reserve (Fed) rate cut gave equities a boost, but news that the Bank of Japan (BoJ) may begin reducing its ETF holdings added some caution. But Wall Street shrugged it off, with the S&P 500 and Nasdaq hitting fresh record highs, while the Nikkei and European indices saw modest pressure. Nikkei is up this morning, but equities in China are down on no major clarity on US-China trade war, while massive rise in H-1B visa costs are weighing on Indian tech stocks this morning.
The US dollar is better bid, while gold and oil continue to attract inflows amid tensions in the Middle East, while uranium surged on Trump’s nuclear expansion orders on Friday. Energy, tech and AI-related stocks remain in focus as investors weigh policy, earnings and geopolitical signals.
This week brings US GDP and inflation updates, global PMIs and the Swiss National Bank’s (SNB) policy decision — all closely watched for cues on the next market moves.
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US markets hit fresh all-time highs yesterday after the Federal Reserve (Fed) cut rates, with the S&P 500, Nasdaq and Dow Jones rallying, and small caps jumping 2.5%. Europe also rebounded, despite the European Central Bank (ECB) and the Bank of England (BoE) holding rates steady. But while the champagne flowed in the US, Japanese equities woke up with a hangover: the Bank of Japan (BoJ) kept rates unchanged but announced it will start selling ¥330bn in ETFs per year, dampening sentiment and sending the Nikkei down more than 2%. The ripple effects could hit global risk appetite, push long-term yields higher and revive reverse carry fears.
Elsewhere, the Nvidia-Intel $5bn chip deal and Huawei’s AI chip roadmap highlight a politically charged, heating chip war shaping tech markets.
Risk appetite remains intact but fragile, with geopolitical tensions, high valuations and long-maturity yields keeping investors on edge.
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The Federal Reserve (Fed) has finally pulled the trigger on rate cuts — 25bps down, with two more likely this year. But the dot plot reveals deep divisions inside the Fed for next year: some see no further moves, a few even expect hikes, while others want far steeper cuts. For now, the message is clear: the Fed is not bending to political pressure, and markets are left guessing what comes next.
Stocks wobbled, yields bounced and the dollar bounced back from the year lows, but sentiment is getting bullish as investors digest the news, and the dollar could claim a medium term bullish correction on the way Fed manages its policy and its independence.
On individual news, Nvidia took a hit after Beijing told Alibaba and ByteDance to halt orders, a move that could cost up to $1bn in annual sales.
Elsewhere, the Bank of Canada (BoC) followed with a cut, and all eyes are now on the Bank of England (BoE) which is faced with rising inflation in a slowing economy and narrowing budget headroom.
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US markets keep breaking records as the Federal Reserve’s (Fed) next move takes center stage. Will Powell stick to the dovish script, or surprise with a tougher stance? Futures are already pricing multiple rate cuts this year, all eyes are on the dot plot!
Across the Atlantic, the Stoxx 600 fell yesterday on bank and insurer weakness, while sterling is supported by mixed jobs and inflation data that suggest that the Bank of England (BoE) will likely stay cautious this week, as the ECB signals it may be done cutting for now—paving the way for the EURUSD to push toward 1.20.
Meanwhile, Asia’s tech rally accelerates: Baidu soars on an AI deal, Alibaba and SMIC follow, and the Hang Seng hits a 4-year high. Nasdaq’s Golden Dragon trades at half the P/E of the Mag 7, raising the question—are Chinese tech stocks too cheap to ignore?
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Another record day for the S&P 500, fueled by strong earnings and the Federal Reserve’s (Fed) looming policy easing. Last quarter, S&P 500 companies grew earnings by ~13%, yet exclude Big Tech, growth was only 3 4%. A third of the index is dominated by Big Tech, with Nvidia alone accounting for ~8%, creating an ecosystem that keeps tech-heavy indices like the S&P 500 and Nasdaq in demand even amid economic weakness. Google jumped 4%, hitting a $3T valuation, driven by AI momentum and news it doesn’t need to divest Chrome. Nvidia held ground despite China’s antitrust headlines.
Now investors are watching the Fed: as much as four 25-bp rate cuts are expected at four next meetings, supporting risk appetite, while small and mid-cap companies, cyclicals and Asian equities are also enjoying the ride. Will the Fed follow through? Will political pressure show in the dot plot? And how will markets react?
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✨ Gold, a timeless safe haven? As markets wobble, the yellow metal holds on to its aura of security. Between tradition, stability, and new challenges (crypto, ETFs, inflation), is gold still worth betting on in 2025? 💰
🎧 In this episode of UNLOCKED, discover why gold continues to fascinate, its paradoxes, and what it can still bring to a modern portfolio. From its role with central banks to its lack of yield, explore why it remains intriguing — and what it reveals about our relationship with modern finance.
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Investing in financial products such as digital assets and CFD carries a high degree of risk.
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🎙 Guest: Ayub Khan – author (The Pagoda), founder of Presence in Motion, and Chairman of MFD Investment Holdings.
Find him on Instagram: http://swq.ch/4675qkW
have traders bracing for the Federal Reserve’s (Fed) first rate cut this year on Wednesday — with expectations building for a full easing cycle ahead. The dollar stays under pressure, US 2-year yield hovers near year lows, and equities are pushing higher with the S&P 500 hitting fresh records.
Elsewhere, diverging policy paths are in focus: the European Central Bank (ECB) signals an end to easing, the Bank of England (BoE) is set to hold amid sticky inflation, while the Bank of Canada (BoC) could deliver another cut this week. Cherry on top, Fitch’s downgrade of France adds pressure on spreads and bond markets.
Meanwhile, Asia steals the spotlight. China’s weak data stokes stimulus hopes, propelling the CSI 300, Hang Seng and battery giant CATL. Korean tech champion SK Hynix fuels the KOSPI’s surge, while AI enthusiasm keeps Alibaba, BYD and Tencent near multi-year highs.
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Markets are buzzing after fresh US data paved the way for next week’s Federal Reserve (Fed) cut. CPI was broadly in line, but soaring jobless claims – the highest in four years – kept the weakening labour market in the spotlight. The Fed is almost certain to deliver a 25bp cut, with odds of larger move fading, however, as inflation pressures in food and energy still linger. Equities cheered the prospect of easier policy, sending the S&P 500 to new highs, the US dollar index remained offered into the 50-DMA.
Across the Atlantic, the European Central Bank (ECB) held rates steady, signaling that the easing cycle may be over for now. Meanwhile, China joined AI headlines: Alibaba surged on plans to pour billions into AI data centers, while SMIC and SK Hynix rallied on chip optimism. Gold shines on dovish bets, crude oil slips despite tensions in Ukraine, and currencies wrestle with diverging Fed and ECB outlooks.
Listen to find out more!
🇬🇧 Stay ahead of the markets with Swissquote
Dive into the heart of the markets to decipher trends with our MarketTalk (daily) and Crypto Market Talk (Wednesday) shows. Subscribe to the podcast channel and stay informed!
About Swissquote
https://swissquote.com?utm_source=podcast&utm_campaign=swissquote-english_sqgroup&utm_medium=video&utm_content=default
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.
