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Markets remain in a bullish mood after the latest US PPI report signaled easing price pressures in August. Yields slipped, the S&P 500 hit new highs, and AI stocks stole the spotlight — Oracle soared on a massive OpenAI deal, Nvidia gained on strong TSMC sales, while CoreWeave rallied nearly 17%. But not every tech name is thriving: Synopsys plunged, reminding investors that trade war risks are far from gone. Now, all eyes turn to today’s US CPI release. A softer print could revive talk of a jumbo Fed cut, while stronger numbers may reinforce a slower pace of easing. Options markets see a modest move compared with typical CPI days, underscoring that jobs data is becoming the bigger driver of Fed policy. Meanwhile, investors shrug off French political turmoil and Japan’s leadership change — but geopolitics still matter, as tensions rise after Russian drones entered Poland. Listen to find out more!

US jobs are worse than they seem, and the Federal Reserve (Fed) may have already fallen behind the curve. But will this trigger bigger or faster rate cuts? It depends on inflation. US August PPI is out today, and tomorrow we get CPI – the numbers will set the tone for US rates, the dollar and equities. Elsewhere, tech stocks are in focus with Apple slipping post-iPhone reveal and Nebius jumping 50% on a $17.4B Microsoft AI deal. CoreWeave, Nvidia, Broadcom and Oracle also see big moves. Meanwhile, French markets shrug off another PM change, but bond spreads and Fitch’s upcoming review keep traders alert. Gold, oil and commodities ride political uncertainties and geopolitical tension. Real assets are in demand while sovereign debt wobbles. FTSE 100 benefits from rising energy and commodity demand. Listen to find out more!

France’s government just collapsed after a no-confidence vote — but markets barely blinked. European markets are under some pressure this morning but the euro is holding its ground. Why are investors so calm while French politics descend into gridlock? Have the risks already been priced in, or is a sudden shock still waiting around the corner, just like the UK’s mini-budget meltdown back in 2022? Time will tell. Meanwhile in the US, weak jobs data fuel bets on aggressive Federal Reserve (Fed) cuts — maybe even 50bp in September. Stocks hover near record highs, the dollar eases and JPMorgan warns of a looming “sell the news” reaction. Gold keeps surging on central bank demand and the rally is further backed by falling US yields and a softer US dollar, with Goldman Sachs hinting at a path to $5,000 an ounce if investors decided to convert their UST to gold. Crude oil, too, defies OPEC’s supply pledges, supported by shale breakevens and a softer dollar. Listen to find out more!

The US economy added just 22,000 jobs last month – a big miss versus expectations. The unemployment rate climbed to 4.3% and revisions showed job losses in June. Manufacturing shed another 12K jobs, hinting at deeper cracks. Markets now believe the Fed has no choice: rate cuts are coming, probably more than one, and maybe more than 50bp. But here’s the twist – inflation is still muted, even as tariffs drive up producer prices. Will Thursday’s CPI finally reveal the pressure at the consumer level? Or will weak inflation force the Fed’s hand even further? Meanwhile, the S&P 500 hit new highs, Nvidia slipped, Broadcom soared and Asia kicked off the week on dovish Fed optimism. In Japan, PM Shigeru Ishiba’s resignation weighed on the yen, while France braces for political turmoil of its own. Listen to find out more!

Is this a bear trap or a real correction we have to fear in the markets? 00:00 Intro 00:24 Disclaimer 00:28 Preview 00:49 Bitcoin 02:40 Ethereum 04:38 World Liberty Financial / Sky 06:13 Subscribe & Good bye #crypto #cryptonews #cryptotrading #swissquote _____ Learn the fundamentals of trading at your own pace with Swissquote's Education Center. Discover our online courses, webinars and eBooks: https://swq.ch/wr _____ Discover our brand and philosophy: https://swq.ch/wq Learn more about our employees: https://swq.ch/d5 _____ Let's stay connected: LinkedIn: https://swq.ch/cH

Markets are bracing for a decisive US jobs report that could set the stage for the Federal Reserve’s (Fed) next move. Yesterday’s weak ADP print, higher jobless claims and softer labour signals from ISM all point to a cooling jobs market—boosting risk appetite as investors bet on rate cuts. The S&P 500 climbed back near record highs, while yields slipped across the curve, with the 30-year at 4.84%. But the story doesn’t end here: weaker jobs data today could cement expectations for September cuts, while next week’s inflation release could reignite long-end selling if tariff pressures show up in CPI. Meanwhile, European yields eased, but France’s political turmoil looms. In Asia, Japanese wage growth revived BoJ hawks, and US auto tariff cuts couldn’t keep the Nikkei afloat. Oil trades cautiously ahead of Sunday’s OPEC+ meeting, but waning Ukraine hopes will likely throw a floor under any further weakness. Listen to find out more!

Global markets kicked off September on shaky ground. Equities and bonds sold off across the board, with US, European and Asian indices under pressure as long-term yields pushed toward multi-decade highs. Investors are demanding bigger returns for holding debt weighed down by soaring deficits, sticky inflation and political gridlock — leaving corporate valuations exposed. But while traditional assets bled, alternative plays caught fire. Gold smashed fresh records, silver extended its rally, oil surged after Ukrainian strikes rattled Russian refining capacity and Bitcoin found strong demand on dips. The question now: is this just a rotation into havens, or the start of something bigger? With US factory orders shrinking again, ISM data cooling, and the Fed facing growing calls for rate cuts, the market narrative is shifting fast. All eyes are on US jobs data starting from today, with no guarantee that weak numbers and soft Fed expectations will improve appetite. Listen to find out more!

Markets kicked off the week in slow motion with US and Canadian exchanges shut for Labour Day — but Alibaba’s AI-fuelled surge sent the Hang Seng higher, while in Europe, PMI data offered a glimpse of recovery despite French political risks still casting a long shadow. Gold blasted through fresh records, silver soared to levels not seen in over a decade, and oil bulls are circling key resistance once again. All eyes now turn to euro area CPI: will inflation brush up against the ECB’s 2% target and keep policy steady, or will growth concerns spark a dovish turn? The euro’s rebound looks powerful, but crowded positioning leaves room for some correction if politics flare up. Listen to find out more!

Chinese equities surged to fresh three-year highs while India’s Nifty 50 rebounded after Xi Jinping and Narendra Modi joined other EM leaders in Shanghai to tighten ties against US trade pressure. In the US, the Federal Reserve’s (Fed) favourite inflation gauge came exactly in line with expectations — so perfect it sparked doubts over credibility. Now all eyes turn to Friday’s jobs report, the first since leadership changes at the BLS. With consensus calling for just 74K new jobs, the stakes couldn’t be higher. In Europe, inflation data and French political uncertainties are closely watched. But despite uncertainties, the euro is better bid against a broadly weaker US dollar while European equity markets kick off the week with gains. Listen to find out more!canva

Investors shrugged off Nvidia’s latest earnings report despite slower AI growth signals with shares swinging around their all-time highs. Analysts lifted price targets, keeping optimism alive. Broadly, S&P500 companies reported a strong Q2, with earnings growth near 12%, surpassing expectations, while Federal Reserve (Fed) rate-cut expectations support further equity gains. On the data front, US Q2 GDP came in at 3.3%, real sales rose 6.8% and core inflation remained sticky at 2% keeping markets cautiously optimistic. Trade tensions continue as the US ends the de minimis exemption on low-value goods, potentially adding inflationary pressure. In Europe, August inflation data and possible US-EU car tariff reductions from 27.5% to 15% are in focus, while French political instability affects euro sentiment. Sector-wise, energy stocks climbed on US GDP optimism and dividend-paying names may attract more capital amid looming inflation risks. Listen to find out more!

Will we see a crypto bounce or deeper crisis this week? 00:00 Intro 00:22 Disclaimer 00:26 Preview 00:44 Bitcoin & Ethereum 04:21 Solana 05:01 Charts 07:14 Subscribe & Good bye #crypto #cryptonews #cryptotrading #swissquote _____ Learn the fundamentals of trading at your own pace with Swissquote's Education Center. Discover our online courses, webinars and eBooks: https://swq.ch/wr _____ Discover our brand and philosophy: https://swq.ch/wq Learn more about our employees: https://swq.ch/d5 _____ Let's stay connected: LinkedIn: https://swq.ch/cH

The week started shaky for markets: French assets stumble as the PM faces a confidence vote, and the EURUSD struggles below its 50-DMA despite a pressured US dollar. In the US, tension grows between Fed Governor Lisa Cook and President Trump, fueling uncertainty over the Fed’s independence. Long-term yields continue to rise — US 30-year near 5%, UK 30-year above 5%, and European and Japanese bonds climbing — while S&P 500 earnings yield lags around 3–4%, hinting at a rotation from equities to bonds. All eyes are on Nvidia’s Q2 results due after the bell: the AI giant makes ~8% of the S&P 500, and its earnings or the market’s reaction could move indices and set the tone for risk sentiment. Options pricing implies a 6% move in Nvidia, potentially driving a ~0.8% S&P 500 shift. With geopolitical and valuation risks high, investors may hedge via options, VIX futures, or diversification. Take your bets: the market’s next move could be big. Listen to find out more!

Markets are on edge as Fed Governor Lisa Cook refuses to step down amid Trump’s push to replace her, sparking fears over central bank independence. US yield curve is steepening, the US dollar wavers while the S&P 500 prints record-high valuations despite stronger-than-expected quarterly results. Overseas, Japanese yields ease while inflation cools, giving the USDJPY room to clear 148 offers. In Europe, political uncertainty in France rattles the euro and CAC 40, while Denmark’s Ørsted plunges after US project delays highlight the risks for renewable energy under Trump. Safe havens like gold rebound and US crude tests $65pb offers amid stalled Ukraine talks. Listen to find out more!

Federal Reserve (Fed) Chair Jerome Powell’s Jackson Hole speech was surprisingly dovish. Investors lapped up his words, betting that the first Fed rate cut since last September is now only weeks away. Markets cheered: the S&P 500 brushed against record highs, small caps soared, and Asian equities followed suit. Chinese chipmakers rocketed on expectations of more stimulus and a bold pivot away from Nvidia. Meanwhile, Nvidia itself takes center stage this week with Q2 earnings that could make or break tech sentiment. The big question is whether US GDP and PCE data will derail the Fed’s dovish tilt—or confirm a further rate relief. Listen to find out more!

Markets are on edge ahead of Powell’s Jackson Hole speech. After a string of weak job reports and sticky inflation signals, investors are questioning whether the Fed is still on track for a September rate cut. Market-implied odds of a 25bp move have already slipped from near certainty last week to around 75% today. Jackson Hole has a history of delivering major policy surprises — from Bernanke’s QE hints to Powell’s 2020 framework shift. Could this be the moment the Fed resets expectations again? Powell will tell. Listen to find out more!

Rough week for cryptos, can BTC's support hold up or will we see lows in the coming weeks? 00:00 Intro 00:23 Disclaimer 00:27 Preview 00:42 Bitcoin 04:12 Ethereum 06:34 Solana 07:32 Subscribe & Good bye #crypto #cryptonews #cryptotrading #swissquote _____ Learn the fundamentals of trading at your own pace with Swissquote's Education Center. Discover our online courses, webinars and eBooks: https://swq.ch/wr _____ Discover our brand and philosophy: https://swq.ch/wq Learn more about our employees: https://swq.ch/d5 _____ Let's stay connected: LinkedIn: https://swq.ch/cH

Yesterday’s FOMC minutes spooked investors, accelerating the tech-led selloff. Officials remain worried about inflation, signaling they’d act before cutting rates, though the meeting occurred before the weak July jobs data hit. Powell’s speech tomorrow is expected to strike a balance—acknowledging labor market worries but keeping inflation top of mind. The US 2-30 year spread is widening on rate-cut concerns and rising debt costs. Big Tech continues to weigh on equities, though TSMC futures are up 1.3% and Nvidia rebounded after dipping below $170, hinting at a potential cooling of the tech selloff. Globally, Japan’s 30-year JGB yield is testing multi-decade highs, raising the risk of reverse carry trades. PMI data show mixed signals: strong growth in India, contraction in Japan, and will probably confirm slow European activity pickup. Markets are eyeing Jackson Hole for Powell’s guidance, while oil waits for details over Ukraine. Listen to find out more!

The AI trade may hit a reality check. Nasdaq tumbled as Big Tech names sold off sharply — Palantir plunged nearly 10%, Nvidia slid more than 3%, and other AI-linked stocks from Arm to AMD lost ground following a blunt MIT report showing 95% of companies investing in generative AI are yet to see returns, combined with OpenAI’s Sam Altman warning that valuations have become “insane.” Intel was the surprise winner, boosted by SoftBank’s $2bn stake announcement after weeks of political drama and government intervention. But even that comes with risks, as questions swirl over whether AI investment is a boom… or a bubble about to burst. Meanwhile, investors are piling into “disaster puts,” sending put skew to a 3-year high, just as Jerome Powell heads to Jackson Hole. Will the Fed soothe markets, or spark a deeper selloff? Listen to find out more!

Markets are caught between peace hopes and policy uncertainty. Zelensky’s smooth reception in Washington raised optimism for a lasting truce, putting pressure on oil prices, while fresh attacks reminded traders that risks remain. Crude slipped back below $63pb, but optimism is already priced in. In individual news, Intel made headlines, tumbling after reports that Washington could take a 10% stake via Chips Act subsidies — a move that could reshape the balance between politics and profit. Meanwhile, European stocks waver, US futures look soft, and yields edge higher into big US retailer earnings, FOMC minutes and Powell’s Jackson Hole address. Will Powell acknowledge weakening jobs data, or double down on inflation risks? With the Fed’s next move hanging in the balance, and valuations stretched to historic highs, markets may need a fresh catalyst. Listen to find out more!

Markets are opening the week with hope over fears. Trump’s meeting with Putin brought no new sanctions or tensions, keeping crude under pressure — but the real spotlight is on today’s summit with Zelenskyy and key European allies as Trump will relay Moscow’s demands to end the war. Will progress be made, or will disappointment bring oil bulls back? This morning, US crude rebounds from an early dip. Equities are firm, the US dollar softer, and gold in demand as investors hedge the risks. Next hours will be important for sentiment and direction. Besides Trump, eyes will turn to Powell’s speech at Jackson Hole later this week. The questions is: will geopolitics and central banks keep markets steady — or is volatility about to return? Listen to find out more!

Who's going for the all time, BTC or ETH? 00:00 Intro 00:23 Disclaimer 00:28 Preview 00:40 Bitcoin 02:45 Ethereum 06:34 Solana 07:08 Subscribe & Good bye #crypto #cryptonews #cryptotrading #swissquote _____ Learn the fundamentals of trading at your own pace with Swissquote's Education Center. Discover our online courses, webinars and eBooks: https://swq.ch/wr _____ Discover our brand and philosophy: https://swq.ch/wq Learn more about our employees: https://swq.ch/d5 _____ Let's stay connected: LinkedIn: https://swq.ch/cH

Markets are betting big on Fed rate cuts — with September odds split between a 25bp trim and whispers of a jumbo 50bp move. Softer CPI data fuelled dovish bets, but today’s PPI report could throw cold water on the frenzy if tariff-led costs push prices higher. Bond yields are testing recent lows, the dollar is down for a third straight session, and Bitcoin’s at fresh records. US stocks hit new highs, with small- and mid-caps rallying on lower-rate hopes, while Nvidia slipped after CoreWeave’s bigger-than-expected loss. Abroad, the Nikkei fell on BoJ hike talk, but Japanese tech still looks appealing. Chinese equities shine with Tencent and Alibaba’s AI-driven growth powering the Nasdaq Golden Dragon China index nearly 30% higher since April. Is the market underestimating inflation risks — and could an outsized cut backfire? Listen to find out more!

Attention: This was last week's episode, this week's episode will come out tomorrow (13.8.25)! Are ETFs destroying crypto's volatility factor that traders love? 00:00 Intro 00:23 Disclaimer 00:28 Preview 00:45 Bitcoin 03:40 Ethereum 06:10 Solana 08:15 Subscribe & Good bye #crypto #cryptonews #cryptotrading #swissquote _____ Learn the fundamentals of trading at your own pace with Swissquote's Education Center. Discover our online courses, webinars and eBooks: https://swq.ch/wr _____ Discover our brand and philosophy: https://swq.ch/wq Learn more about our employees: https://swq.ch/d5 _____ Let's stay connected: LinkedIn: https://swq.ch/cH

Trump extended the tariff truce with China – which was set to expire today – by 90 more days, announced that gold will finally not be tariffed, and confirmed that Nvidia and AMD will pay the US government a 15% cut of their Chinese sales. He also said that his upcoming talk with the Russian President Putin will hardly lead to a sustainable truce if Ukraine doesn’t cede territory. As a result, Chinese chipmaker SMIC is better bid today, gold and crude oil rebound, while equities futures are timidly in the positive ahead of the all-important US CPI release due later today. Listen to find out more!

This week starts with optimism in global markets as Asian indices and US futures open higher. The S&P 500 just posted its strongest week since June, driven by solid earnings and hopes for progress in Ukraine. Trade tensions have eased somewhat, boosting European stocks. Energy markets are under pressure, with oil prices in a bearish zone after breaking key support levels, though upside risks prevail. Big news: Nvidia and AMD plan to pay the US government 15% of their Chinese chip sales to reduce export-restriction risks and gain more revenue transparency. This unusual move raises questions about national security priorities versus financial interests. AI investors will watch CoreWeave earnings closely, while cybersecurity stocks face seasonal pressure — presenting potential buying opportunities for long-term exposure. Listen to find out more!

European stocks rallied on Trump-fueled hopes of brokering peace between Russia and Ukraine—but that optimism is fading fast. Defense names slid after Rheinmetall’s disappointing results, while BAE and Leonardo offered mixed signals. Meanwhile, Switzerland left Washington with no tariff relief, and a 39% levy looms over exports. In the US, oil broke below $65pb, jobless claims surged, and inflation expectations jumped—classic stagflation territory. Yet markets are betting on more Federal Reserve (Fed) cuts, especially with Stephen Miran expected to replace Adriana Kugler and Christopher Waller floated as the next Fed Chair. Tech continues to be the market’s virtual comfort zone, as AI demand defies macro noise. Japan’s SoftBank and Sony hit highs, while US chipmakers like Nvidia rallied on tariff protectionism that exempt them from 100% tariffs. Listen to find out more!

Tariff news is anything but soothing. Allies are spooked. Apple’s throwing $600 billion on the table — just to keep Trump calm. Welcome to The Trump Order — where global trade bends to one man’s will. India and Switzerland are caught in the crosshairs of aggressive new tariffs. Big Pharma could face duties of up to 250%. Apple is rushing to shift iPhone production to the U.S., but these relocations will likely accelerate AI adoption rather than boost jobs. Meanwhile, demand for U.S. bonds weakened this week — but yields remain contained as the Fed faces pressure to cut rates regardless of inflation data. If trust in U.S. inflation numbers erodes, the $2 trillion TIPS market could take a hit. Gold might benefit as a hedge, but Bitcoin’s inflation credentials remain statistically weak. The ECB and BoE are also walking a tightrope. The BoE is expected to cut 25bps — but whether it’s a hawkish or dovish cut will shape sterling sentiment. Listen to find out more!

Mixed PMI data, sticky inflation, and a reality check for Federal Reserve (Fed) rate cut hopes are on the menu of today’s episode. Slower US service activity and hotter-than-expected price pressures have markets rethinking (but just a little) about a September rate cut, sending 2-year yields climbing. Meanwhile, Trump’s tariff threats — including on chips, drugs, and even countries buying Russian oil — are fueling trade chaos. Equities look mixed, though tech stars like Palantir defied the trend. In Europe, luxury struggles, but defense and tech stand tall. Shell and BP beat expectations despite earnings declines, focusing on shareholder returns over aggressive green spending. Saudi Aramco continues to borrow to pay dividends, while oil flirts with key support on mixed signals — from a possible Russia-Ukraine air truce to Trump’s tariff threats on Indian oil flows. Will oil crack lower? Can the Fed actually cut rates in this environment? And how will Europe navigate the digital age with no real leverage? Listen to find out more!

Markets kicked off the week with a bang as dip buyers jumped in, brushing off last week’s correction. With retail traders driving the rally and institutional investors still holding short positions, the S&P500 just had its best day since May. So, what’s fueling this optimism? Strong tech earnings, rising expectations of Fed rate cuts, and a belief that bad news is good news. But not everyone’s convinced. Bears point to narrow profit growth outside of tech, sticky inflation, and uncertainty on every front—from geopolitics to tariffs. In this episode, we break down the bullish and bearish arguments, dive into bond and FX moves, and look ahead to key catalysts like AMD earnings and central bank decisions. Will the rally stick, or is a correction around the corner? Listen to find out more!

Tariff chaos, a weakening US economy, Trump’s pressure on Federal Reserve (Fed) and the Bureau of Labor Statistics (BLS) and an AI-driven tech rally — all in just two weeks. Market sentiment is turning sour even though the Fed cut expectations mount and the S&P500 earnings beat expectations. But is the S&P 500’s strength overstated? Are markets ignoring the recession signals? And who really pays for all these tariffs? Listen to find out more!

We're finishing a volatile week, but how's August going to be? More volatility or more bullrun action? 00:00 Intro 00:24 Disclaimer 00:29 Preview 00:53 Bitcoin 03:59 Ethereum 06:39 Solana 09:00 Subscribe & Good bye #crypto #cryptonews #cryptotrading #swissquote _____ Learn the fundamentals of trading at your own pace with Swissquote's Education Center. Discover our online courses, webinars and eBooks: https://swq.ch/wr _____ Discover our brand and philosophy: https://swq.ch/wq Learn more about our employees: https://swq.ch/d5 _____ Let's stay connected: LinkedIn: https://swq.ch/cH

Markets don’t move on news — they move on surprises. In this episode, we dive into one of the most misunderstood concepts in trading: the difference between positioning and sentiment. What are hedge funds really betting on? What do retail traders say they feel — and what does that actually mean for price action? We explore how to read the CFTC’s Commitment of Traders (COT) report, how to interpret retail sentiment, and why combining these tools can help you spot potential squeezes, reversals, and turning points before they happen. If you’ve ever wondered what’s already “priced in,” this one’s for you. Listen to find out more!

In this episode, we break down ETFs (Exchange-Traded Funds) — what they are, how they work, and why they’ve exploded in popularity over the past decade. Whether you’re looking to invest in clean energy, global tech, emerging markets, or even short specific sectors, there’s likely an ETF tailored to your strategy. Learn how ETFs offer diversification, low fees, and easy trading—and discover the difference between broad market ETFs, sector-specific ETFs, and thematic funds. We also explore how ETFs can reduce risk compared to picking individual stocks, and how investors are using them to fine-tune their exposure to the US and global markets. Listen to find out more!

When inflation is back in the spotlight—and it’s eating into your money, how do investors protect themselves when the value of cash drops? In this episode, we explore the best assets to hedge against inflation—from gold and commodities to dividend-paying stocks, TIPS, and real estate. We unpack why these tools matter, how they perform in inflationary cycles, and how to use them wisely in your portfolio. Whether you’re a long-term investor or just starting out, this is your go-to guide to navigating inflation with confidence. Listen to find out more!

Is Ethereum starting the altcoin season, or is it already over? 00:00 Intro 00:26 Disclaimer 00:31 Preview 00:49 Bitcoin 05:00 Ethereum 06:50 Solana 09:00 Aave 10:26 Subscribe & Good bye #crypto #cryptonews #cryptotrading #swissquote _____ Learn the fundamentals of trading at your own pace with Swissquote's Education Center. Discover our online courses, webinars and eBooks: https://swq.ch/wr _____ Discover our brand and philosophy: https://swq.ch/wq Learn more about our employees: https://swq.ch/d5 _____ Let's stay connected: LinkedIn: https://swq.ch/cH

In this follow-up to our episode on inflation, we zoom in on one of the most underrated yet powerful forces shaping monetary policy and market moves: inflation expectations. What do people think prices will do in the future? Those expectations can actually fuel real inflation through wage demands, spending behavior, and corporate pricing decisions. In this episode, we connect the dots between expectations, wage growth, and employment data—and explain how investors interpret all of it. From the Phillips Curve to the iconic US NFP Friday, we explore how jobs and wage data affect rate expectations, market sentiment, and asset prices. Why does “bad news” sometimes become “good news” for equities? Why do central banks fear a wage-inflation spiral? And how have post-pandemic inflation spikes changed the game for investors? Listen to find out more!

Inflation is everywhere—in the headlines, in central bank decisions, and in the market moves that follow. In this episode, we break down what inflation really is, how it’s measured, and why it matters so much to central banks, investors, and asset prices. From CPI and PCE to core and supercore inflation, we explore the tools used to track price pressures and how they influence interest rates, currencies, and equity valuations. We also unpack tricky concepts like stagflation and inflationary spirals, giving you the full picture of how inflation drives market sentiment—and why softer or hotter inflation prints instantly move markets. Listen to find out more!

Japan will hold Upper House elections this Sunday. While Japanese politics may seem distant, the implications could ripple far beyond Tokyo—especially through the Japanese yen, carry trades, and global risk appetite. With the Bank of Japan (BoJ) in the midst of policy normalization and Japanese yields on the rise, the outcome of Sunday’s vote could shift global asset flows. In this episode, we explore two key election scenarios—whether the ruling LDP keeps its majority or loses it—and what each could mean for Japanese equities, government bonds, and the yen. We also look at the potential for wider global market moves, including possible reactions in the US and Europe. Listen to find out more!

Trump’s rumoured plan to fire Federal Reserve (Fed) Chair Jerome Powell sent markets into a frenzy — a sharp selloff followed by a sudden rebound. The dollar tanked, yields dropped, and traders braced for impact before Trump walked it all back, saying he was only ‘discussing it in concept.’ But the damage is long done: questions about Fed independence, market credibility, and policy chaos are back on the table. In this episode, we unpack the political drama shaking the markets, why the Fed’s credibility matters more than ever, and what could be next for the dollar, Treasuries, and risk assets. Elsewhere, we also discuss strong bank earnings, and what to expect from Google’s upcoming hardware launch. As volatility creeps back in, we ask: is the Fed still the market’s safety net — or is that illusion breaking down? Listen to find out more!

Markets are holding steady despite a weekend full of warning signs: fresh tariff threats from the US, retaliation plans from the EU, and a sharp spike in global bond yields. While investors are banking on negotiations to smooth over the tension — and Nvidia’s China news adds a bit of optimism — cracks are starting to show. Japan’s 30-year yield hit multi-year highs, and US and European yields are climbing too, hinting at rising borrowing costs just as Q2 earnings season kicks off. Are markets ignoring too many risks? From inflation pressures to currency mismatches and corporate margin squeezes, the disconnect between sentiment and fundamentals may not hold forever. CPI data, big bank earnings, and sovereign yields could hold the key to a potential summer shake-up. Listen to find out more!

Donald Trump threatened the EU and Mexico with 30% US tariffs over the weekend — triple what the Europeans expected. While the UK appears to have secured a ‘privileged’ 10% rate, weak UK growth data and fresh trade uncertainty are pressuring sterling. In Asia, the USDJPY rises despite soft dollar sentiment as Japan’s elections and fiscal expectations push yields higher. China posts better-than-expected export data, but tensions with Europe are rising as pricing wars escalate. Silver outshines gold, Bitcoin pushes past $120K, and earnings season kicks off with major banks and Netflix. Listen to find out more!

Markets shrugged off a wave of new US tariffs this week — including eye-popping 50% duties on copper and Brazilian goods — with major indices like the S&P 500 hitting fresh all-time highs. From strong airline earnings to a boost in AI enthusiasm led by Nvidia, investor optimism stayed intact despite growing geopolitical and economic headwinds. We also look at how the US dollar is reacting to shifting debt and tariff expectations, what’s driving Japanese government bonds ahead of the Upper House elections, and why oil prices remain under pressure even with rising Red Sea tensions and fresh threats of sanctions on Russian crude. Plus, with earnings season just days away, we explore how lower growth expectations and a weaker dollar might set the stage for upside surprises. Are markets due for a reality check — or is this rally still gaining traction? Listen to find out more!

Bitcoin's ATH is underlined by the strong BTC ETF performance these days. _____ Learn the fundamentals of trading at your own pace with Swissquote's Education Center. Discover our online courses, webinars and eBooks: https://swq.ch/wr _____ Discover our brand and philosophy: https://swq.ch/wq Learn more about our employees: https://swq.ch/d5 _____ Let's stay connected: LinkedIn: https://swq.ch/cH

Tariff headlines keep rolling in — from 50% levies on Brazilian exports to a pending decision on the EU — but markets remain resilient. European equities gained, and the Nasdaq reached new highs, helped by a sharp intraday rally in Nvidia. The company briefly rose over 2%, becoming the world’s first to hit a $4 trillion valuation. Elsewhere, Amazon’s Prime Day started stronger than expected, Federal Reserve (Fed) minutes showed diverging views on the inflationary impact of tariffs, and the US dollar softened as rate-cut bets gained traction. Crude oil tests the 200-DMA resistance while the gap between US copper futures with the rest of the world is disquieting. Listen to find out more!

European markets are on edge as rising US tariffs collide with hopeful trade negotiations with the EU. But optimism elsewhere fade as the latest tariff pause expires and President Trump threatens no extensions beyond August 1. Meanwhile, a surprise 50% levy on copper has sent COMEX futures to record highs even as prices on India’s MCX pull back. With inflationary pressures mounting—fed by both tariffs and unexpected mass deportations that could subtract a full percentage point from GDP and nudge prices up by 0.16–0.21 points—the Federal Reserve (Fed) faces a critical dilemma in the second half of 2025. Discover which sectors and asset classes offer the strongest inflation hedge in this volatile environment, from consumer staples and healthcare to metals and mining ETFs. Listen to find out more!