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The RBA has fired the first hawkish shot, raising rates 25bp as inflation pressures rise — and oil is keeping markets on edge. WTI is above $95pb, Brent flirting with $100pb, amid tanker flows in the Strait of Hormuz and ongoing geopolitical uncertainty. But upside pressures persist. The Federal Reserve kicks off its two-day policy meeting today, while other major central banks are due to announce their verdict throughout the week, with markets already pricing in hawkish expectations. The market reaction will depend on how much of the hawkishness is already priced in. Meanwhile, at Nvidia’s GTC conference, CEO Jensen Huang predicts $1 trillion in AI chip revenue through 2027 and a shift toward agentic AI, and says Saas will become Aas – agentic AI as a service. 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 starts the week near $100pb as tensions in the Middle East continue, with Iran’s key export hub attack and uncertainty around the Strait of Hormuz. Will this push inflation higher and force central banks to tighten further? This week, the Fed, ECB, BoE, SNB, BoJ, and RBA all announce policy decisions, balancing soaring energy prices against slowing growth. We break down the potential market impact and what investors should watch closely – plus a look at NVIDIA’s GTC conference, where AI and tech could grab headlines away from the geopolitical chaos. 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 prices continue to rise despite emergency measures — including strategic reserve releases from International Energy Agency members and US naval escorts for commercial vessels — crude prices remain elevated. Brent Crude briefly surged to $100 per barrel, while WTI approached $98, keeping energy markets under intense pressure. The surge in oil prices is already feeding into global inflation fears, just as investors were hoping for interest-rate cuts from the Federal Reserve later this year. As such, today’s reaction to the US PCE read will likely be asymmetric and won’t reverse the dull outlook. 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.

Bitcoin is showing actual debasement trade strength that we haven't seen in a long time! 00:00 Intro 00:24 Disclaimer 00:28 Preview 00:56 Bitcoin 04:52 Ondo 06:58 Subscribe & Good bye #crypto #cryptonews #cryptotrading #swissquote _____ 👉 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/inspire _____ 👉 Discover Swissquote’s culture and join a company that values innovation, diversity and team spirit: https://www.swissquote.com/en/careers

US inflation came in line with expectations, but markets found little comfort in the data. Oil prices surged despite the International Energy Agency’s announcement that it would release a record 400 million barrels from strategic reserves. Instead of calming markets, the move reinforced concerns that the Middle East conflict could drag on, tightening global energy supply and keeping inflation pressures alive. With global oil demand exceeding 100 million barrels per day, the planned release would only cover a few days of consumption. As crude prices climb, investors are reassessing central bank expectations, bond yields are rising, and the US dollar is strengthening against most major currencies. Meanwhile, equity markets are increasingly vulnerable to a global meltdown as mounting risks—from energy disruptions and inflation pressures to private credit stress and growing uncertainty around AI investment – weigh on appetite. 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.

SORRY for the late upload- I had technical issues, fixed now! This week's episode will be released tomorrow! _____ 👉 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/inspire _____ 👉 Discover Swissquote’s culture and join a company that values innovation, diversity and team spirit: https://www.swissquote.com/en/careers

Oil prices are retreating after this week’s surge, with US crude slipping back toward $76 per barrel as the International Energy Agency considers a release of strategic reserves. The move may temporarily cap prices, but markets remain on edge, with Middle East supply disruptions still a major risk. All eyes are now on today’s US Consumer Price Index (CPI) report, which will give a critical snapshot of inflation pressures before the latest energy price surge fully flows through the economy. The reading could influence Federal Reserve policy expectations and determine whether markets remain calm—or if further volatility is ahead. 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.

Volatility is off the charts as markets react to every headline from the Middle East. Oil spiked toward $120 per barrel on escalating tensions, sending futures and equities sharply lower, only to reverse after reports that the G7 could release strategic reserves. The episode shows just how sensitive markets are to energy prices right now. Investors still know very little about how the Iran conflict will evolve, but oil remains the main barometer for risk sentiment. Rising crude quickly feeds into inflation expectations, shaking central bank rate forecasts, FX and global equities. But the swings are wild and will likely continue as long as geopolitical uncertainty persists. 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 are surging as tensions in the Middle East escalate. US crude briefly spiked to $120 per barrel, while Brent crude climbed above $110, with both benchmarks still trading above the $100 mark. The stakes are enormous: the Middle East holds around half of global oil reserves and roughly 40% of the world’s natural gas reserves, and about 20% of global oil and LNG flows through the Strait of Hormuz — one of the most critical energy chokepoints in the world. If energy prices remain elevated, inflation pressures could return globally, complicating the outlook for central banks, bond markets, and global growth. 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.

Global markets continue to reel as tensions in the Middle East push oil prices higher, rattling investors and reigniting inflation fears. US crude extends rally, while sovereign yields climbed on worries that central banks may be forced to tighten policy faster than expected. The US government has floated potential measures to tame the rally, including strategic reserve releases and easing fuel-blending requirements, but many warn that financial interventions may do little if physical supply disruptions persist. All eyes now turn to the US jobs report: with inflation already sticky, a strong payrolls print could calm markets, while weaker-than-expected numbers may fuel stagflation fears. Energy prices, central bank expectations and inflation dynamics are set to dominate investor sentiment in the coming weeks. 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.

Can technology scale finance without losing the human touch? In this episode of UNLOCKED, Manon Duez, Senior Sales Executive at Vanguard, joins us to discuss the future of financial advice. 🎙️ Drawing from her experience in a competitive industry where she was often the only woman in the room, she reflects on the lessons that shaped her career. 📊 We also discuss the limits of automation in finance, why many clients still turn back to human advisors, and why trust and relationships remain at the core of long term financial partnerships. . . This content is only intended for those permitted to receive it under local law. _____ ➡️ Follow Manon Duez on Linkedin: https://swq.ch/4re5FCi _____ 👉 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/inspire _____ 👉 Discover Swissquote’s culture and join a company that values innovation, diversity and team spirit: https://www.swissquote.com/en/careers

Volatility remains high as the Middle East conflict enters a sixth day, keeping investors on edge. Early reports of potential Iranian negotiations were dismissed, while disruptions through the Strait of Hormuz have pushed oil prices higher, adding pressure to global inflation and interest rates. US and European equities rebounded yesterday on strong economic data, but futures don’t point at further gains. Headlines will continue to drive the price action but investors are eager to price in an end to the conflict. This is why tiniest hopes lead to gains that can not be sustainable if the conflict persists. 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 Middle East conflict is intensifying — and markets are feeling it. Equities are under pressure, banks and miners are selling off, and private credit stress is resurfacing. Meanwhile, software stocks are attempting a rebound — but funding conditions may pose a bigger threat than AI disruption itself. Globally, rising energy prices are also reigniting inflation concerns just as central banks were preparing for rate cuts. If oil and gas remain elevated, markets may have to reprice the entire monetary policy outlook. 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.

Volatility is back, and markets are reacting in unexpected ways. Oil and gas prices surged on Middle East tensions, European stocks tanked, and yields jumped — yet US equities barely flinched. Big Tech gained regardless of the war headlines. What’s driving the US resilience? Dip buyers stepped in as oil retraced, showing that even war headlines and fading Fed cut expectations weren’t enough to shake investor confidence… for now. But the risks remain. Rising energy prices, tighter financial conditions, and geopolitical uncertainty could hit corporate earnings and slow AI investment plans. Bitcoin rebounded despite risk appetite fading, gold remained muted, and the dollar keeps strengthening. 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.

Nvidia’s blockbuster earnings beat expectations across nearly every metric, yet the stock plunged over 5% to close below $185, despite strong guidance. Michael Burry flagged Nvidia’s $95bn in purchase obligations — up from $16bn a year ago — warning that if AI demand slows, excess capacity could pressure margins. Meanwhile, Salesforce, CrowdStrike, and Snowflake all rose, driven by strong AI adoption and robust bookings. Memory chip makers remain the clear winners, pushing hardware costs higher and impacting PC and smartphone margins. Overall, Nvidia’s drop dragged the S&P 500 slightly lower, though most stocks advanced on falling U.S. yields. Gold consolidates gains near $5,200 per ounce, while crude oil swings on U.S.–Iran headlines. Volatility continues as markets digest AI adoption, macro trends, and geopolitical risks. 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.

Nvidia delivered a blockbuster Q4, smashing expectations. Forward guidance for Q1 also topped analyst forecasts, cementing Nvidia’s leadership in AI infrastructure and inference. Yet despite the stellar results, the market reaction was muted. Shares rose modestly in after-hours trading as investors focused on revenue concentration, leverage concerns and broader AI and tech valuation risks. Even with impressive execution, Nvidia alone isn’t enough to reignite global risk appetite. From software warnings to HALO rotation trades, the market remains selective, with investors weighing growth vs risk in a cautious environment. 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.

US and European markets rebounded as the AI fear trade eased and investors digested the latest US tariff shake-up. LegalZoom, once hit hard by fears of Anthropic’s Claude, jumped 2.5% after AI integrations promised more customizable, AI-friendly offerings. The iShares Expanded Software ETF also rose nearly 2%, showing opportunities emerging even amid software stress. In Big Tech, Meta announced a massive $tens-of-billions AMD chip deal to deploy up to six gigawatts of AI computing — enough to power 4–5 million homes. While the deal boosts AMD’s revenue and stock, investors are cautious about rising debt and complex warrants that could give Meta up to 10% of AMD. Nvidia remains at the heart of the AI boom, with Q4 revenue projected near $65.6–66.1 billion, nearly 70% higher year-over-year. But investors are watching cash flow, leverage, and broader AI adoption. Growth is strong, but the AI stress isn’t over. 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 wobbling again. Trump’s latest tariff shake-up has rattled both sides of the Atlantic, with European carmakers hit hard as the EU freezes ratification of last summer’s trade deal. At the same time, an extreme AI disruption scenario has shaken delivery and payment stocks — raising fears of mass white-collar job losses, collapsing consumption, and loan defaults. But the real red flag may lie elsewhere: private credit. Software stocks still look like falling knives, and liquidity stress is emerging in the financing behind them. Blue Owl’s decision to halt redemptions and offload over $1 billion in software-backed loans raises uncomfortable questions about leverage, liquidity mismatch, and whether risk is quietly migrating through the financial system. Meanwhile, gold regains safe-haven appeal, Treasuries see demand, oil climbs on geopolitical tensions, and energy stocks quietly outperform. 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 US Supreme Court has shaken up the trade landscape, ruling most Trump-era import tariffs under the IEEPA illegal. Markets reacted immediately: US yields edged higher, the dollar slipped, and gold and silver rallied, bringing trade uncertainties back into focus. Meanwhile, software stocks are showing the split impact of AI anxiety versus strong earnings. Cybersecurity names stumble, while cloud and other software companies posting better-than-expected results see notable rallies. This week, all eyes are on tariffs, Trump, US yields, the dollar — and Nvidia plus major software earnings. Volatility will likely dominate, but so will opportunities! 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.

Welcome to a special episode all about copper — the Red Metal! Unlike oil, copper doesn’t trade on headlines or emergency meetings. Instead, it reflects the slow grind of the global economy, tied to infrastructure, manufacturing, energy transition and long-term investment cycles. In this episode, we break down what drives copper prices and the influence of economic data, financial conditions and the US dollar. And, we explore trading instruments: futures, mining equities and ETFs, highlighting risks, leverage and opportunities for each. 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.

US equities rebounded yesterday after early-session weakness, with dip buyers stepping in near key Markets bounced yesterday as Big Tech and software stocks led the charge, while Bitcoin lagged behind, missing the bullish wave. A mix of US data — weak but less negative than expected — supported the rebound, while more hawkish than expected Fed minutes cast a slight shadow. But even with hawkish Fed minutes, liquidity injections continue to underpin markets, giving investors breathing room. Attention now turns to upcoming US GDP and core PCE releases, which could set the tone for the next leg of the macro story. On the corporate side, Meta announced plans to deploy millions of Nvidia processors over the coming years, while Amazon shrugged off a reduction in Berkshire Hathaway’s stake, highlighting its AI potential. Crude oil also rebounded amid ongoing geopolitical risks in the Middle East. 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.

Polygon can show some strength, thanks to Polymarket. It even beat ETH when it comes to daily fees, but is it enough? 00:00 Intro 00:27 Disclaimer 00:31 Preview 00:47 Bitcoin 04:47 Ethereum 06:11 Polygon 07:37 Subscribe & Good bye #crypto #cryptonews #cryptotrading #swissquote _____ 👉 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/inspire _____ 👉 Discover Swissquote’s culture and join a company that values innovation, diversity and team spirit: https://www.swissquote.com/en/careers

US equities rebounded yesterday after early-session weakness, with dip buyers stepping in near key technical levels. Yet beneath the surface, conviction remains thin, signaling that investors are treading carefully. The AI trade continues to unwind selectively: software names are under pressure, while AI enablers are still digesting concerns over debt-funded investment plans. Bond yields suggest these companies remain “safe,” but swimming against the current bearish tide demands courage. In Europe, rotation flows are still in play. In the UK, sterling’s weakness supports the internationally exposed FTSE 100, highlighting how currency movements can amplify market trends. Overall, sentiment is stabilizing, but investors are only cautiously back, weighing opportunities against ongoing uncertainty about politics, geopolitics and where AI is driving us! 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.

US and most Asian markets were closed on Monday, leaving Europe to trade quietly. Yields followed US peers lower, while defence and bank stocks outperformed — a reflection of souring relations with the US. Meanwhile, risk appetite for tech remains fragile this Tuesday morning. The AI investment race is capital-hungry, and leveraged spending is under the spotlight. Rising activity in credit derivatives shows the market is hedging what was once considered negligible credit risk. CDS linked to giants like Meta, Microsoft and Alphabet are gaining traction — a clear warning that the balance sheet story is now front and centre. 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.

US inflation delivered some relief last Friday, but falling yields couldn’t cheer up Big Tech stocks. Investors remain uneasy about elevated valuations and the scale — and leverage — of AI spending. Markets are caught between two fears: that AI returns will disappoint, or that AI disruption will go too far, too fast. While the S&P 500 held flat, the equal-weighted index outperformed, signalling the rotation trade is alive and well. The Magnificent 7 extended losses, showing that Big Tech remains under pressure despite dovish Fed expectations. This week will be quieter, with US markets closed and China on Lunar New Year holiday. Still, key data to watch include the Fed minutes, US PCE update and flash PMIs, along with Walmart earnings — all offering clues on consumer resilience and whether the rotation away from mega-cap tech has more room to run. 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.

Wall Street stumbled again as technology stocks led the selloff. The recent rotation is shifting investor focus toward non-tech and non-US markets, with Asian equities outperforming and Europe relatively insulated. But if AI Angst spills over non-tech, the rotation may become less efficient. Right now, all eyes are now on the US CPI release. A softer-than-expected print could ease rate concerns and stabilize equities before the closing bell, while a stronger figure risks deepening the selloff – a selloff that hits both risky and traditional low-risk assets... 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 U.S jobs report for January shocked markets with 130K new nonfarm jobs, a tick lower unemployment rate, and wages steady at 3.7%. On the surface, it looks strong — but the reality is more nuanced. Most gains came from healthcare, social assistance, and construction, while sectors like federal government and financials lost jobs. Some analysts warn that BLS seasonal adjustments may overstate true growth, which could be closer to 40–50K. Markets reacted hawkishly — yields and the dollar jumped, equity futures dipped, and AI fears drove further volatility in tech and real estate stocks. But the verdict is not clear: all eyes now turn to Friday’s CPI release, which could shift expectations on Fed rate cuts and influence the next leg of the US stock rally. 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 US dollar slid further as December retail sales showed no growth, raising fresh concerns about the strength of American consumers. Markets are now pricing in earlier Fed easing, with US 2-year yields falling to multi-year lows and the dollar weakening. This shift fuels a rotation from Big Tech to smaller, more domestic-focused stocks. While AI investments remain a major growth driver, rising debt and valuation questions are emerging for the tech giants. All eyes are on today’s US jobs report. Softer-than-expected numbers could reinforce dovish Fed bets, further supporting equities rotation, while stronger data may delay easing but won’t erase underlying weakness in Main Street. 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 US dollar started the week on a soft note, giving major currencies and risk assets some breathing room after recent stress in tech and metals. But don’t get too comfortable — concerns around AI spending, lofty valuations and crowded positioning are keeping investors selective rather than fully bullish. Whether the dollar’s slide continues will hinge on this week’s data. Retail sales today, jobs on Wednesday, and inflation on Friday will either confirm expectations of a more patient Fed — or reverse recent losses, putting pressure back on markets. For now, a weaker dollar is helping stabilize equities and easing financial conditions at the margin. But with AI worries still lurking, investors are watching carefully to see if risk appetite can hold its ground. 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 week starts with an energy boost for technology stocks as Sanae Takaichi scores a landslide victory in the weekend elections, meaning that Japan will spend – and it will spend big on defence and technology particularly. So markets are looking to extend Friday’s rebound, the US dollar is under pressure, gold, silver and Bitcoin are better bid. But the fundamental questions around AI and huge spending remain a dark spot amid optimism and limit upside potential 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.

What is up with Bitcoin and why does it keep on falling? Will we see a V recovery or keep on falling lower? 00:00 Intro 00:24 Disclaimer 00:28 Preview 00:39 Bitcoin 06:08 Ethereum 06:36 Solana 07:06 Subscribe & Good bye #crypto #cryptonews #cryptotrading #swissquote _____ 👉 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/inspire _____ 👉 Discover Swissquote’s culture and join a company that values innovation, diversity and team spirit: https://www.swissquote.com/en/careers

In this episode of UNLOCKED, we sat down with Arjeta, Head of Product Strategy at Swissquote, to explore what innovation really means inside a regulated bank. 🎙️ From her early investing mistakes to leading product strategy at one of Switzerland’s leading digital banks, Arjeta shares how her personal journey shaped her approach to building client-focused solutions. 🚀 We also discuss the role of AI at Swissquote, the thinking behind recently launched features, and how innovation in banking is not about breaking the rules, but about finding smarter ways to serve clients while protecting their money and data. 📊 Finally, we unpack what it truly takes to push boundaries in finance while keeping trust at the center of every decision. 👉 Discover our AI solutions: https://swq.ch/4kEKZBT _____ 👉 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/inspire _____ 👉 Discover Swissquote’s culture and join a company that values innovation, diversity and team spirit: https://www.swissquote.com/en/careers

Big Tech is back in the spotlight! Amazon’s $200B AI and infrastructure spending plan sparked an 11% after-hours tumble. Nasdaq futures are down, the USD steadies after a soft Asia session, and the yen hovers just below 157 ahead of Japan’s snap election. Gold and silver are bouncing, Bitcoin slipped below $60K, and FX and equities are dancing to a cautious tune. We’re coming toward the end of a hectic week, with fears surrounding AI and precious metals still very much alive! 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.

Big Tech’s earnings season is delivering record numbers — but the market isn’t impressed. Their spending plans spook investors that scream: “Stop spending.” This tension is now the defining theme of the AI trade. Tech giants argue they must invest to meet soaring demand and AI-fueled computing needs, while investors are drawing the line. Even stellar earnings can’t always keep stocks aloft if the market fears overextension. Elsewhere, the gold and silver are under pressure again while the euro and sterling are losing ground versus a broadly bid Us dollar in the ECB and BoE meetings. 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 relief in metals faded fast as Anthropic unveiled a new AI tool aimed at automating legal and research work, triggering a brutal selloff in software and data providers. Broader tech felt the heat too! AMD reported strong earnings after the bell, yet shares dropped 8% in afterhours, highlighting how the market is reassessing AI upside and pricing. Meanwhile, geopolitical tensions between the US and Iran pushed crude higher, gold back above $5’000/oz, and silver is recovering too. But with volatile gold, waning appetite for US bonds and the falling yen, safe-haven assets remain limited... 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.

Gold and silver are in free fall, Asia is selling, and leveraged positions are getting flushed faster than I can finish my sentence. Silver, which raced ahead of gold on the rally, is now leading the correction, while gold tests key technical support levels. But this isn’t just about metals — the US dollar is rebounding, yields are shifting, and markets are grappling with what comes next from the Fed. Speculation over the next Fed chair and potential balance-sheet reductions is adding pressure across equities, FX, and bonds. Risk-off sentiment dominates, even as rate expectations fluctuate and central-bank divergences offer trading opportunities. With a packed earnings week ahead — Palantir, Disney, AMD, Google, Qualcomm, and Amazon — investors are watching not just results, but where growth really comes from. In a week like this, positioning may matter more than fundamentals, and even “safe havens” aren’t safe anymore. 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.

Gold and silver are in free fall, Asia is selling, and leveraged positions are getting flushed faster than I can finish my sentence. Silver, which raced ahead of gold on the rally, is now leading the correction, while gold tests key technical support levels. But this isn’t just about metals — the US dollar is rebounding, yields are shifting, and markets are grappling with what comes next from the Fed. Speculation over the next Fed chair and potential balance-sheet reductions is adding pressure across equities, FX, and bonds. Risk-off sentiment dominates, even as rate expectations fluctuate and central-bank divergences offer trading opportunities. With a packed earnings week ahead — Palantir, Disney, AMD, Google, Qualcomm, and Amazon — investors are watching not just results, but where growth really comes from. In a week like this, positioning may matter more than fundamentals, and even “safe havens” aren’t safe anymore. 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.

Metals stole the show this week, delivering wild swings that left traders dizzy. Gold surged to fresh highs before an equally brutal selloff erased gains in minutes, with silver and copper following the same volatile script. Speculation, positioning and rising stress indicators all played a role, reminding investors that parabolic rallies rarely move in straight lines. Beyond metals, FX markets are flashing warning signs: the dollar is consolidating near multi-year lows, USDJPY is creeping toward uncomfortable territory for Japanese authorities, and EURUSD is struggling to hold key levels. In equities, rotation remains the dominant theme, with pressure on US tech heavyweights and renewed interest in European and Asian names — particularly defence and semiconductors. Short-term caution meets longer-term conviction — while investors remain well aware that geopolitics could change any narrative at any moment. 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.

Precious metals are going through the roof while Bitcoin is stagnating. What's the story for the digital gold? 00:00 Intro 00:25 Disclaimer 00:29 Preview 00:38 Bitcoin 05:12 Ripple 07:17 Avalanche 08:50 Subscribe & Good bye #crypto #cryptonews #cryptotrading #swissquote _____ 👉 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/inspire _____ 👉 Discover Swissquote’s culture and join a company that values innovation, diversity and team spirit: https://www.swissquote.com/en/careers

The Fed maintained rates unchanged at yesterday’s decision and Chair Powell spoke of “clear improvement” in the US outlook and a ‘steadying’ job market, hinting that the rate cuts are not on the menu for a few more months. But we know that AI investment is what’s driving a part of the economic strength and it’s not necessarily creating jobs – on a net basis. Speaking of which, Meta, Microsoft and Tesla reported earnings after the bell. All pledged to invest more in AI. But the market reaction was not the same for all! 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 US dollar is sliding, gold and silver are climbing, and global markets are quietly learning to look elsewhere. Trade deals with India, Mercosur and China are showing that allies and investors alike are diversifying away from the US, while European and Asian equities shrug off tariff threats. On the Fed front, Jerome Powell sticks to the data, ignoring the political chatter outside the Fed’s doors, but precious metals are paying close attention. In equities, mood is great this morning, especially across tech. ASML surprised with record bookings, signaling robust demand for EUV chip machines, while US Big Tech gears up for a busy earnings session. From Kospi highs to European defence spending and early signs of home-grown tech alternatives, the world is moving — up, up, and away from old dependencies. 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.

Monday started calm for US and European equities, but precious metals continue to shine — swinging between speculative frenzy and solid fundamentals. Volatility is high, hinting at a possible pullback, yet US debt, a politically boxed-in Fed, and a weakening dollar keep the long-term outlook for gold and silver bullish. Meanwhile, AI headlines flow in before earnings. One year after DeepSeek’s launch reignited fears of cheaper Chinese rivals, US tech leaders remain strong while China’s AI rally continues. Investors are getting more selective, though, watching overspending, leverage and circular AI financing. Nvidia? Not even worried as it announces fresh investment in CoreWeave! 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.

Gold spikes past $5’000 per ounce, silver past $100. Markets are sending a clear message: investors are nervous. Even without fresh geopolitical shocks, capital is flowing into precious metals, signaling that stress is far from over. Equities staged a tentative rebound, but it’s fragile, leaving the question: where will the next shock hit? This week’s busy calendar — central-bank decisions, big corporate earnings — could shift sentiment, but for how long? The valuations are high, worries are steadily mounting regarding the AI deals and returns and there is no margin for further disillusion. 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.

Gold just went berserk — blasting past $4,950 while risk appetite stubbornly refuses to show up. Equities tried to rally, tech stocks flirted with gains, but investors are still biting their nails. Inflation, global jitters, and central bank caution are keeping everyone on edge… and that’s why gold is shining brighter than ever. On the tech side, the memory chip makes amass capital but their valuations look stretched too. And in the sovereign bonds space, the JGB selling may be cooling but the numbers do not add up! 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 US President spoke at Davos yesterday, and Greenland remarks didn’t spark the chaos many expected. Markets shrugged and bounced — a classic example of “TACO trade”. US tech led the gains, with Nvidia jumping after CEO Jensen Huang said scaling AI infrastructure will take trillions in investment. Disco Corp surged, and South Korea’s Kospi hit fresh highs. Gold dipped slightly but remained firm, showing that skepticism is still alive. 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 shaken by a potent mix of geopolitics and bond market stress. Rising tensions between the US and Europe over Greenland collide with a sharp selloff in Japanese government bonds, sending shockwaves across global assets. Yields rise, volatility returns and investors are forced to rethink what still qualifies as a safe haven. The Greenland discussions will be in focus today, as US President Donald Trump heads to Davos. The only certainly is uncertainty. And you can feel the stress by looking at gold price – at a fresh record high above $4870 per ounce! 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.

Europe started the week in a sour mood as trade tensions with the US heat up. With Wall Street closed, European equities tried to gauge the risks — German carmakers and French luxury houses like Louis Vuitton were the first casualties. US futures point lower too, with tech under the microscope: Big Tech could become Europe’s target if the trade spat escalates. Meanwhile, miners are quietly shining as gold and copper rally — but some valuations, like Fresnillo’s, look stretched. Markets are volatile, tech and miners are in focus — and this “Season of the Stupidest Trade War” shows no signs of stopping. So what’s next? Wil Europeans convince the US peers that this is not a good idea, will they ‘weaponize’ their holdings to increase pressure on the US, or will their hit the US Big Tech with tariffs? 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.

Week 3 of 2026 kicks off with another major twist: US wants to buy Greenland and it’s imposing tariffs on nations that are opposed to the idea, adding to Europe’s security concerns. While Europe has so far absorbed trade shocks calmly, selective pressure on only some countries could provoke very different reactions. Could this be the last drop in Europe’s patience? Markets are already feeling the tension: gold and silver are climbing, tech-heavy Nasdaq futures are under pressure, and European defence stocks are benefiting from the darkening global skies. Meanwhile, Asian markets navigate mixed data and a fragile yen, while China and Korea show hints of turning tides. With world leaders gathering in Davos, the stakes could not be higher. 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 very strong week for cryptos but what is really needed for Bitcoin to reach 150k in this cycle? 00:00 Intro 00:26 Disclaimer 00:30 Preview 00:51 Bitcoin 05:37 Ethereum 07:25 Solana 08:35 Subscribe & Good bye #crypto #cryptonews #cryptotrading #swissquote _____ 👉 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/inspire _____ 👉 Discover Swissquote’s culture and join a company that values innovation, diversity and team spirit: https://www.swissquote.com/en/careers