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US equities surged nearly 3% on renewed hopes that tensions between the US and Iran could ease, lifting investor sentiment across global markets. Oil prices pulled back, the US dollar weakened, and the euro gained as traders reassessed central bank expectations. A more cautious tone from the Federal Reserve, combined with softer US economic data, contrasted with rising inflation pressures in Europe—fueling moves in FX markets. But is this rally built to last? Much will depend on energy prices and whether geopolitical risks continue to ease or flare up again. With the Strait of Hormuz remaining a key pressure point – and closed ! - volatility could return quickly. Meanwhile, equity markets—especially cheapened tech valuations – look increasingly appetizing to investors. Listen to find out more! Ipek Ozkardeskaya has begun her financial career in 2010 in the structured products desk of the Swiss Banque Cantonale Vaudoise. She worked at HSBC Private Bank in Geneva in relation to high and ultra-high net worth clients. In 2012, she started as FX Strategist at Swissquote Bank. She worked as a Senior Market Analyst in London Capital Group in London and in Shanghai. She returned to Swissquote Bank as Senior Analyst in 2020, and launched her own website ipekScope.com in 2025.

In this episode of UNLOCKED, Cindy Candrian, founder of Delta Labs, joins us to explore the rise of “AI twins”: artificial versions of people designed to better understand how we think, decide and behave. 🎙️ Drawing from her work at the intersection of AI, human behavior and decision-making, she explains why humans are often blind to their own biases, and why AI twins can sometimes predict our actions more accurately than we can ourselves. 📊 We also discuss cognitive bias, overlooked customer segments, and how AI can help businesses move beyond their own perspective to make better decisions, ask better questions and understand people in a more nuanced way. . . This content is only intended for those permitted to receive it under local law. _____ ➡️ Connect with Cindy: https://swq.ch/4m4uvDE ➡️ Learn more about Delta Labs: https://swq.ch/4sPB2EW 👉 Discover AI at Swissquote: https://swq.ch/48gPHjW _____ 👉 Discover our brand and philosophy: https://www.swissquote.com/en/group _____ 👉 Deepen your trading and investing knowledge with Swissquote Inspire: explore our articles, analyses, webinars and exclusive content: https://www.swissquote.com/private/in... _____ 👉 Discover Swissquote’s culture and join a company that values innovation, diversity and team spirit: https://www.swissquote.com/en/careers

Markets are walking a tightrope. A sharp rebound in sovereign bonds suggests investors believe the surge in oil prices will slow global growth enough to limit central bank tightening. But is that a step too far? While yields pulled back and Fed Chair Jerome Powell struck a relatively balanced tone, inflation—especially in Europe—is far from under control. The ECB is unlikely to sit on its hands, keeping rate hikes firmly in play even as growth risks mount. Meanwhile, equity rebounds look fragile. Energy stocks are thriving, but the broader market faces rising costs and potential margin compression. Yet earnings expectations remain resilient, driven by AI optimism and delayed reality checks. The big question: are markets underpricing the economic damage from the oil shock? Listen to find out more! Ipek Ozkardeskaya has begun her financial career in 2010 in the structured products desk of the Swiss Banque Cantonale Vaudoise. She worked at HSBC Private Bank in Geneva in relation to high and ultra-high net worth clients. In 2012, she started as FX Strategist at Swissquote Bank. She worked as a Senior Market Analyst in London Capital Group in London and in Shanghai. She returned to Swissquote Bank as Senior Analyst in 2020, and launched her own website ipekScope.com in 2025.

The escalation in the Middle East continues with US troops coming to the region and Houthis joining the war. Oil prices are up this morning, again, with some calling for $150… even $200 per barrel. But at what cost? Demand destruction, rising recession risks and a potential stagflation shock are all back on the table. At the same time, central banks are stuck. Inflation could stay higher for longer, even as growth slows — a difficult mix to assess when uncertainties are so high. Listen to find out more! Ipek Ozkardeskaya has begun her financial career in 2010 in the structured products desk of the Swiss Banque Cantonale Vaudoise. She worked at HSBC Private Bank in Geneva in relation to high and ultra-high net worth clients. In 2012, she started as FX Strategist at Swissquote Bank. She worked as a Senior Market Analyst in London Capital Group in London and in Shanghai. She returned to Swissquote Bank as Senior Analyst in 2020, and launched her own website ipekScope.com in 2025.

A ceasefire… of sorts. While Donald Trump extended his self-imposed ceasefire deadline in the Middle East, attacks continue at full speed and traffic through the Strait of Hormuz remains severely limited. Iran’s “gift” to Trump? Allowing 10 oil tankers to pass this week — compared to ~100 in normal times. Markets are clinging to the hope that the extension keeps immediate escalation off the table, offering fragile relief into the weekend. Oil flows remain constrained, geopolitical tensions persist, and global inflation risks are rising. Investors are left watching carefully: this isn’t peace, and risks persist! Listen to find out more! Ipek Ozkardeskaya has begun her financial career in 2010 in the structured products desk of the Swiss Banque Cantonale Vaudoise. She worked at HSBC Private Bank in Geneva in relation to high and ultra-high net worth clients. In 2012, she started as FX Strategist at Swissquote Bank. She worked as a Senior Market Analyst in London Capital Group in London and in Shanghai. She returned to Swissquote Bank as Senior Analyst in 2020, and launched her own website ipekScope.com in 2025.

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Markets are already pricing in peace—but is it far too early? Despite rising geopolitical tensions and Iran’s rejection of the US proposal, equities continue to push higher, with the S&P500 showing surprising resilience. Investors appear eager to move past the conflict, but the reality on the ground tells a different story. Oil prices are climbing again, inflation risks are resurfacing, and central banks may be forced to stay tighter for longer. At the same time, bond yields are rising, mortgage rates are creeping higher, and the US dollar is regaining strength. Markets are leaning into an optimistic scenario—but what if that optimism is misplaced? Listen to find out more! Ipek Ozkardeskaya has begun her financial career in 2010 in the structured products desk of the Swiss Banque Cantonale Vaudoise. She worked at HSBC Private Bank in Geneva in relation to high and ultra-high net worth clients. In 2012, she started as FX Strategist at Swissquote Bank. She worked as a Senior Market Analyst in London Capital Group in London and in Shanghai. She returned to Swissquote Bank as Senior Analyst in 2020, and launched her own website ipekScope.com in 2025.

Middle East tensions remain firmly in the driver’s seat—and markets are reacting in real time. Oil is volatile, equities are cautiously rebounding, and the US dollar continues to push higher. Meanwhile, global growth signals are weakening, inflation pressures are creeping back, and central banks may be forced into a more hawkish stance. History reminds us that geopolitical shocks can fade—but only if tensions ease. Could oil stabilize? The answer is yes, but the timing remains unknown, and the short term price moves depend on Iran’s response and duration of the war. Listen to find out more! Ipek Ozkardeskaya has begun her financial career in 2010 in the structured products desk of the Swiss Banque Cantonale Vaudoise. She worked at HSBC Private Bank in Geneva in relation to high and ultra-high net worth clients. In 2012, she started as FX Strategist at Swissquote Bank. She worked as a Senior Market Analyst in London Capital Group in London and in Shanghai. She returned to Swissquote Bank as Senior Analyst in 2020, and launched her own website ipekScope.com in 2025.

Markets are trading like a theatre of the absurd — where one headline can flip everything in seconds. Within hours, threats of escalation turned into ceasefire hopes, sending oil plunging, equities soaring, and investors scrambling to keep up. But just as quickly, doubts crept back in. At the center of it all: the TACO trade — the idea that Trump ultimately “chickens out.” It’s worked before. But what happens when the other side doesn’t play along? With tensions in the Middle East driving energy prices and sentiment, markets are caught between fear of escalation and fear of missing the next rally. Is this just another dip to buy… or the start of something bigger? Listen to find out more! Ipek Ozkardeskaya has begun her financial career in 2010 in the structured products desk of the Swiss Banque Cantonale Vaudoise. She worked at HSBC Private Bank in Geneva in relation to high and ultra-high net worth clients. In 2012, she started as FX Strategist at Swissquote Bank. She worked as a Senior Market Analyst in London Capital Group in London and in Shanghai. She returned to Swissquote Bank as Senior Analyst in 2020, and launched her own website ipekScope.com in 2025.

The narrative is changing hands. What started as a US-driven escalation in the Middle East is now evolving into a more complex standoff, with Iran increasingly shaping expectations. Markets are reacting differently—investors are less sensitive to Trump’s announcements, signaling that the US is no longer fully in control of the story. Oil prices remain elevated on fears of a prolonged disruption, while rising inflation expectations push central banks toward more hawkish moves. Slower growth and stagflation risks are also being priced in, creating a delicate balancing act for investors. Listen to find out more! Ipek Ozkardeskaya has begun her financial career in 2010 in the structured products desk of the Swiss Banque Cantonale Vaudoise. She worked at HSBC Private Bank in Geneva in relation to high and ultra-high net worth clients. In 2012, she started as FX Strategist at Swissquote Bank. She worked as a Senior Market Analyst in London Capital Group in London and in Shanghai. She returned to Swissquote Bank as Senior Analyst in 2020, and launched her own website ipekScope.com in 2025.

Oil is pulling back as US/Israel are trying to calm the game, but don’t be fooled—the Middle East continues to boil, energy price risks remain tilted to the upside and the latter has thrown central banks into a fresh dilemma: what to do with the rates? Rate cut expectations are fading, while the risk of renewed tightening is creeping back—especially in Europe, where the energy shock hits harder. But here’s the catch: higher rates won’t fix an oil shock. Is there a place to hide? Chinese equities outperformed US, European peers since the beginning of the Iran conflict but Alibaba’s post-earnings selloff raise questions. Listen to find out more! Ipek Ozkardeskaya has begun her financial career in 2010 in the structured products desk of the Swiss Banque Cantonale Vaudoise. She worked at HSBC Private Bank in Geneva in relation to high and ultra-high net worth clients. In 2012, she started as FX Strategist at Swissquote Bank. She worked as a Senior Market Analyst in London Capital Group in London and in Shanghai. She returned to Swissquote Bank as Senior Analyst in 2020, and launched her own website ipekScope.com in 2025.

Oil markets can’t catch a break. What started as optimism on Iraq resuming exports quickly flipped into renewed panic as escalating tensions in the Middle East rattled energy markets. Attacks on Iranian facilities and threats toward Gulf countries have pushed oil and gas prices sharply higher again — and markets are feeling the heat. Equities are under pressure as rising energy costs squeeze margins and fuel inflation fears. Meanwhile, central banks are walking a tightrope. The Fed held rates steady, but the tone remains cautious — even hawkish — as inflation risks linger. And it’s not just the US: the ECB, BoE, and SNB now face the same dilemma. Is this just a temporary shock… or something more persistent? One thing is clear: as long as oil prices stay elevated, the risks remain skewed — downside for equities, upside for inflation. Listen to find out more! Ipek Ozkardeskaya has begun her financial career in 2010 in the structured products desk of the Swiss Banque Cantonale Vaudoise. She worked at HSBC Private Bank in Geneva in relation to high and ultra-high net worth clients. In 2012, she started as FX Strategist at Swissquote Bank. She worked as a Senior Market Analyst in London Capital Group in London and in Shanghai. She returned to Swissquote Bank as Senior Analyst in 2020, and launched her own website ipekScope.com in 2025.

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Oil prices remain volatile as Middle East tensions continue, though alternative export routes are easing immediate supply concerns. All eyes are on the Fed today, as policymakers weigh whether to hold rates steady or signal a shift amid persistent inflation pressures. Meanwhile in China, OpenClaw-based AI agents are sparking a race among tech giants like Alibaba, Tencent and MiniMax, driving cloud demand and new revenue opportunities. Investors are watching closely as agentic AI emerges as the next big wave in technology, and try to find the next opportunity. Listen to find out more! Ipek Ozkardeskaya has begun her financial career in 2010 in the structured products desk of the Swiss Banque Cantonale Vaudoise. She worked at HSBC Private Bank in Geneva in relation to high and ultra-high net worth clients. In 2012, she started as FX Strategist at Swissquote Bank. She worked as a Senior Market Analyst in London Capital Group in London and in Shanghai. She returned to Swissquote Bank as Senior Analyst in 2020, and launched her own website ipekScope.com in 2025.