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Global markets kick off the week in high spirits as softer-than-expected US inflation revives Fed cut hopes and optimism builds around a possible US–China trade breakthrough. The S&P 500 hit a new record, earnings are coming in strong, and all eyes now turn to Big Tech. Microsoft, Alphabet, Meta, Apple and Amazon are set to report — and their results could decide whether the rally keeps running. Meanwhile, Intel’s rebound story raises questions about politics versus profitability (https://www.cnbc.com/video/2025/10/24/ozkardeskaya-the-real-potential-lies-in-ai-not-just-improving-their-cpu-business.html), European and Japanese stocks break new records. Welcome to a busy week full of earnings, central bank decisions and trade talks! 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.

Markets are bracing for fresh US inflation numbers after weeks of shutdown-induced data drought. But that’s not all — Trump and Xi are set to meet next Thursday, a potential turning point after months of tariff volleys, chip war and political posturing. Will this meeting calm tensions or spark another round of market chaos? Meanwhile, investors pin their hopes on robust tech earnings and another Federal Reserve (Fed) rate cut, despite inflation stubbornly hovering around 3%. From SMIC’s surge to Nvidia’s warning and Beijing’s drive for tech independence, the stage is set for twists and turns across markets. Stocks are at record highs, the dollar’s defying expectations, and gold bears give signs of calming down. But can the stock market rally last if the data disappoints? 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.

Bitcoin is so close to ATH yet there is a crisis looming...where does crypto take us? 00:00 Intro 00:23 Disclaimer 00:28 Preview 00:33 ETFs 01:10 Bitcoin 02:50 Ethereum 04:33 Solana 06:06 Subscribe & Good bye #crypto #cryptonews #cryptotrading #swissquote _____ Discover our brand and philosophy: https://swiwwsquote.com/?utm_source=youtube&utm_campaign=swissquote-english&utm_medium=video -------- Follow our daily analysis on TradingView: https://tradingview.com/broker/Swissquote/ideas/ _____ 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?utm_source=youtube&utm_campaign=swissquote-english&utm_medium=video _____ Learn more about our employees: https://swq.ch/d5 _____ Let's stay connected: LinkedIn: https://swq.ch/cH

Trade tensions, earnings and another subprime auto lender collapse. From Tesla’s costly Trump-era duties to Netflix’s disappointment and new US sanctions on Russian oil giants, markets are wrestling with mixed signals. AI optimism still drives risk appetite, but under the surface, cracks are widening: weak jobs data, looming government shutdown and fading consumer credit strength. Will the Fed optimism and AI hype fight back the rest? 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.

Gold and silver bulls took their profits and ran, triggering the sharpest pullback across precious metals in months. Gold dropped over 5% and silver nearly 7% before dip buyers returned, but questions remain: is this just a breather—or the start of something bigger? The selloff was fueled by easing US–China trade tensions, a rebound in the US dollar and overbought speculative positioning, but the broader story remains... the same! Meanwhile, oil prices are staging a modest recovery, US yields slipped below 4% and investors are bracing for the Federal Reserve’s (Fed) much-anticipated rate cut next week by closing short positions. Encouraging earnings add another layer to appetite that’s anything but dull. 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.

Markets kicked off the week with a bang, Global indices rallied as investors brushed off trade war fears, shutdown risks and credit jitters. In the US, tech stocks led gains — even Amazon, despite its massive AWS outage, climbed higher. Apple hit fresh record highs on stronger-than-expected iPhone 17 sales, while in Europe, defense and chip stocks helped lift the Stoxx 600 near an all-time high. But amid the optimism, gold quietly flashed a warning: its price keeps rising… and so does its volatility. That’s not a combo you see every day. Could this be a sign of pressure building beneath the surface? 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.

Markets are back with a bang this Monday on expectations that the trade tensions between the US and China will ease. Meanwhile, Chinese data show resilience on the surface but weakness underneath. In tech, TSMC and ASML shined last week as Alibaba kicks off the week with a 5% rally. And funnily, the Big Tech was not responsible for last week’s volatility… banks and credit worries were, but the latter seem to be easing as well this morning, phew! As the Fed prepares for a likely rate cut and the US government stays shut, investors brace for another wild earnings week. From Japan’s political reshuffle to France’s fiscal headaches — the global story keeps getting thicker. Listen to find out more!

The Federal Reserve moves markets like no other institution. From mortgage rates to gold and Bitcoin, every asset feels the ripple of Fed decisions. But here’s the twist — it’s not just what the Fed does, it’s what markets expect it to do next that really drives prices. In this episode, we break down how traders track those expectations through the CME FedWatch Tool, how to read the Fed’s “dot plot,” and why forward guidance often moves markets more than actual rate changes. Discover how to interpret Fed probabilities, spot market reactions and understand what “don’t fight the Fed” truly means. Whether you invest in bonds, currencies or stocks, learning the Fed’s playbook can give you a critical edge. Listen to find out more!

Last Friday the crypto markets broke down, but what really happened is quite interesting.. 00:00 Intro 00:19 Disclaimer 00:24 Preview 00:32 Crypto-Crisis 04:28 Bitcoin 06:01 Ethereum 06:49 Solana 07:23 Outlook 07:57 Subscribe & Good bye #crypto #cryptonews #cryptotrading #swissquote _____ Discover our brand and philosophy: https://swiwwsquote.com/?utm_source=youtube&utm_campaign=swissquote-english&utm_medium=video -------- Follow our daily analysis on TradingView: https://tradingview.com/broker/Swissquote/ideas/ _____ 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?utm_source=youtube&utm_campaign=swissquote-english&utm_medium=video _____ Learn more about our employees: https://swq.ch/d5 _____ Let's stay connected: LinkedIn: https://swq.ch/cH

Markets are walking a tightrope — with mixed data, trade tensions, and central banks keeping everyone guessing. When uncertainty reigns, hedging becomes more than a safety net — it’s a strategy for staying invested with confidence. In this episode, we unpack the three most popular ways to protect your portfolio from a market selloff: diversification, tactical hedges like VIX or inverse ETFs, and structured products designed for tailored protection. Whether you’re a long-term investor or a short-term trader, understanding how to manage downside risk can make all the difference when volatility strikes. Listen to find out more!

🏠 Mortgages in Switzerland: fixed or variable? And why do most sellers lose money on their property? From market opacity to hidden traps, Swiss real estate can be a minefield. In a high-stakes environment where 8 out of 10 homeowners sell for less than their property's true value, how do you avoid the common mistakes? 🔍 In this episode of UNLOCKED, Patrice Choffat, founder of Bestag.ch, lifts the veil on the Swiss housing market. Discover how to navigate mortgages, rate choices, and deal with a system that often works against transparency, and what it all says about the state of real estate today. ➡️ Discover our mortgage offer: http://swq.ch/3KMMCiN . . This content is only intended for those permitted to receive it under local law. Investing in financial products such as digital assets and CFD carries a high degree of risk. _____ 🎙 Guest: Patrice Choffat, founder of Bestag: https://swq.ch/472ajLv Find him on Linkedin: http://swq.ch/3KDGk57 _____ 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 _____ Learn more about our employees: https://swq.ch/d5 _____ Let's stay connected: LinkedIn: https://swq.ch/cH

Tech megadeals, AI hype and market nerves — this week had it all! Nvidia and AMD’s blockbuster partnership lit up the sector, xAI reportedly raised $20 billion with Nvidia among its backers and SoftBank moved to expand its AI footprint with ABB and OpenAI. Dell admitted it underestimated AI demand, Jamie Dimon’s optimism fueled the rally, meanwhile the debate over whether this is a new “AI bubble” kept heating up. In earnings, PepsiCo and Delta kicked off earnings season on an upbeat note, and markets brace for more reports to test lofty valuations. With the Fed balancing inflation risks, a stronger dollar and a volatile bond market, investors face a tricky setup. Is the AI trade still unstoppable — or nearing exhaustion? What about gold? Listen to find out more!

Tech stocks continue to lead major US and Japanese indices toward fresh ATHs anud Elon Musk's xAI securing a significant $20 billion funding round, and buying ABB's robotics division. Companies like Dell are also revising growth forecasts upward, attributing this optimism to the unexpected strength of the AI market, meanwhile JPMorgan's CEO, Jamie Dimon, echoes this sentiment, highlighting the overwhelming demand for AI technologies and their own massive AI investments where costs are immediately countered by productivity gains. In commodities, gold surges past $4,000 per ounce, driven by political, geopolitical tensions and a weakened appetite for traditional currencies. Though strongly overbought, gold bulls judge that the bullion could be worth more – much more! Listen to find out more!

Investors took a breather as Oracle’s surprisingly thin profit margins cooled the post–OpenAI and AMD euphoria. The company made roughly $900 million in revenue by renting servers powered by Nvidia chips, but only $125 million in gross profit — a reminder that the AI infrastructure boom is capital-intensive and still finding its footing. Yet optimism remains strong: McKinsey projects global data-center capacity to triple by 2030, fueled by AI demand. Meanwhile, Nvidia eyes an investment in Elon Musk’s xAI, reigniting tech enthusiasm. On the energy side, Shell hit a one-year high on strong Q3 results, while renewable forecasts dimmed under policy shifts. The US dollar gains despite a US government shutdown on weak euro and yen, while the FOMC minutes are still on schedule — markets are watching. Listen to find out more!

OpenAI has signed a blockbuster deal with AMD to deploy 6 gigawatts of GPUs over multiple years, sending AMD shares soaring and highlighting the explosive growth in AI demand. Nvidia takes a small hit, underscoring the competitive dynamics in the AI chip market and the massive investment flowing into scaling AI infrastructure. Meanwhile, global political shocks are adding volatility: France’s new PM resigned after just 14 hours in office, Japan’s Takaichi faces rising inflation and record debt while willing to push for a pro-growth agenda, while the UK – who did the same and failed - braces for another ugly budget announcement. Despite these risks, equities remain resilient, while safe-haven assets such as gold, silver and Treasuries attract attention. Listen to find out more!

Japan kicks off the week with a bang as the ruling LDP picks Sanae Takaichi, sending the Nikkei to record highs while the yen slides and Japanese bond yields surge on expectations of easier fiscal and monetary policy. Meanwhile, the US government shutdown drags on, delaying key data such as the nonfarm payrolls report, keeping markets guessing about the Federal Reserve’s (Fed) next move. Oil prices rebound after OPEC’s output hike, while gold and Bitcoin extend their rallies as investors seek shelter from political and policy uncertainty. With the earnings season about to start and AI stocks still driving sentiment, markets could be in for another interesting week. Listen to find out more!

Investors swung between US political drama and AI hype. Trump’s threat to fire federal employees amid a potential prolonged government shutdown sent jitters through markets, yet the S&P 500 and Nasdaq hit fresh all-time highs. OpenAI’s secondary share sale, valuing the company at ~$500bn, fueled excitement across tech, boosting Nvidia, SK Hynix, Samsung. Markets are grappling with high valuations and FOMO, while bets on multiple Federal Reserve (Fed) rate cuts linger. Weak private jobs data added to dovish sentiment, but official reports remain delayed due to the shutdown – and that’s a worry for the Fed visibility. In FX, EURUSD and GBPUSD are stuck near resistance levels, while gold consolidates near all-time highs and US crude tests clears slips below $62pb amid OPEC supply expectations. Listen to find out more!

Gloom never looked so good for markets! While the US government remains shut, investors are cheering weak jobs data and dovish Fed expectations. ADP numbers showed a surprising loss of 32,000 jobs in September, signaling a cooling labor market — yet equities hit fresh highs. Big Tech continues to lead the charge, fueled by AI excitement and new product launches. Asian tech follows the rally, with Alibaba jumping after analysts raised price targets — a 50% discount from 2021 makes it tempting despite short-term overbought signals. Meanwhile, the dollar is under pressure, EURUSD eyes 1.18–1.20, and sterling braces for the UK Autumn Budget. Safe havens like yen, gold, and the Swiss franc are in focus, with the SNB intervening to limit franc gains. Markets are thriving on gloom — from Fed bets to AI optimism, the paradox has never been clearer. Listen to find out more!

The US government has officially shut down after lawmakers failed to agree on funding — and markets are already reacting. The dollar is under pressure, treasury yields are edging lower and safe haven assets including the yen, the Swiss franc and gold are in demand. But how much do shutdowns really matter for markets? History shows the S&P 500 often shrugs them off — sometimes even gaining during the deadlock. Still, delayed economic data could complicate the picture, especially with US jobs figures in focus this week. Meanwhile, ADP is set to release its private payrolls report, offering a crucial clue on the labour market while Friday’s official releases risk being stalled. Listen to find out more!

Markets kicked off the week with cautious gains, brushing aside Donald Trump’s renewed tariff threats and looming US government shutdown risks. The S&P 500 and Nasdaq hover just below record highs, while Treasury yields slip as investors seek safety. But the real worry among investors is that a shutdown could delay critical US data releases, muddying the Fed’s policy outlook and tempting traders to take profits. Meanwhile in Asia, Chinese stocks rally on upbeat PMI data and Beijing’s $70bn growth push, with foreign investors tiptoeing back into tech giants like Alibaba. Gold surged to record highs as investors chase safe-havens, silver eyes $50, and copper jumps on supply shocks at Freeport’s Grasberg mine. Crude oil, however, struggles to break out as OPEC hints at more supply. Listen to find out more!

The US dollar is back under pressure as investors brace for a crucial week with US jobs data and US government shutdown suspense. Gold and silver continue their rally, Chinese stocks surge with Alibaba leading the AI charge. The EURUSD is better bid into early September CPI updates expected to show a slight uptick in headline figures and oil is drilling above the $65pb but bulls are timid after OPEC hinted at more supply to come in November! Listen to find out more!

Markets are still digesting yesterday’s blockbuster US GDP report — growth came in at 3.8%, the fastest pace in nearly two years, and far above expectations. Strong data may look like good news, but for investors it complicates the Federal Reserve’s (Fed) path: if the economy is still running hot, do we really need rate cuts this year? Yields climbed, the dollar strengthened and equities slipped from record highs as traders reassessed. Today, all eyes are on the Fed’s favourite inflation gauge, the core PCE. A softer print could revive risk appetite and give gold some breathing space, while a hotter surprise might prolong the pause in the risk rally. We’ll also take a closer look at FX moves, sterling’s weakness ahead of the Autumn Budget, and why gold still shines despite rising yields. Listen to find out more!

How safe is BTC above 111k USD? 00:00 Intro 00:23 Disclaimer 00:27 Preview 00:36 Bitcoin 04:12 Ethereum 06:54 Solana 09:22 Subscribe & Good bye #crypto #cryptonews #cryptotrading #swissquote _____ Discover our brand and philosophy: https://swiwwsquote.com/?utm_source=youtube&utm_campaign=swissquote-english&utm_medium=video _____ 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?utm_source=youtube&utm_campaign=swissquote-english&utm_medium=video _____ Learn more about our employees: https://swq.ch/d5 _____ Let's stay connected: LinkedIn: https://swq.ch/cH

Markets hit pause as investors take profits after the recent rally, while AI news steals the spotlight. Nvidia’s $100 bn investment in OpenAI and OpenAI’s $400 bn plan for five new US data centers show where capital is flowing—but not everyone is rushing in. Micron smashed earnings expectations with AI-driven revenue and soaring cloud memory margins, yet its stock slipped 3% as some investors cashed in after a 170% rally since April. Across the globe, Alibaba continues to climb, testing 2021 highs, as Chinese tech funds fuel momentum. But valuation gap with US peers is narrowing! Today, all eyes are on the US GDP print, which could set the tone for bonds, stocks and the US dollar. Meanwhile, the Swiss National Bank held rates at 0% and UK Treasury auctions highlight fiscal worries. Listen to find out more!

Markets leaned dovish after Jerome Powell’s latest speech, as the Federal Reserve (Fed) Chair refused to commit to a rate cut at next month’s meeting. Powell highlighted the downside risks to the jobs market and the upside risks to inflation, painting a mixed picture that calls for careful adjustment. Still, bond markets reacted with lower yields and traders now price a 94% chance of an October cut. Equities pulled back from record highs, but the underlying story hasn’t changed: the Fed is easing into a resilient economy, corporate earnings remain strong and inflation is sticky but manageable. In Europe, PMIs surprised to the upside, while UK data disappointed. Meanwhile, Alibaba surged on fresh AI investment news, gold set new records, and oil rebounded on geopolitics and inventory draws. Listen to find out more!

Every time you think the AI rally has topped out, it finds another gear. Nvidia hit a fresh all-time high after reports it’s deepening its partnership with OpenAI to build massive new data centers — we’re talking about 10 gigawatts of capacity, the scale of ten nuclear reactors. A genius move: OpenAI needs Nvidia chips, and Nvidia is making sure it gets both the sales and the strategic tie. Elsewhere, Oracle rallied 6% on news it will secure TikTok’s US algorithm. Together, Big Tech pushed US indices to new highs, while non-tech sectors lagged. In bonds, the 2-year yield rose past 3.60%, ignoring Trump-linked economist Stephen Miran’s calls for rapid rate cuts. Bitcoin and cryptocurrencies couldn’t benefit from the tech rally, US dollar remained under pressure, while gold extended gains to fresh highs! Listen to find out more!

Markets kicked off the week on a mixed note. Last week’s Federal Reserve (Fed) rate cut gave equities a boost, but news that the Bank of Japan (BoJ) may begin reducing its ETF holdings added some caution. But Wall Street shrugged it off, with the S&P 500 and Nasdaq hitting fresh record highs, while the Nikkei and European indices saw modest pressure. Nikkei is up this morning, but equities in China are down on no major clarity on US-China trade war, while massive rise in H-1B visa costs are weighing on Indian tech stocks this morning. The US dollar is better bid, while gold and oil continue to attract inflows amid tensions in the Middle East, while uranium surged on Trump’s nuclear expansion orders on Friday. Energy, tech and AI-related stocks remain in focus as investors weigh policy, earnings and geopolitical signals. This week brings US GDP and inflation updates, global PMIs and the Swiss National Bank’s (SNB) policy decision — all closely watched for cues on the next market moves. Listen to find out more!

US markets hit fresh all-time highs yesterday after the Federal Reserve (Fed) cut rates, with the S&P 500, Nasdaq and Dow Jones rallying, and small caps jumping 2.5%. Europe also rebounded, despite the European Central Bank (ECB) and the Bank of England (BoE) holding rates steady. But while the champagne flowed in the US, Japanese equities woke up with a hangover: the Bank of Japan (BoJ) kept rates unchanged but announced it will start selling ¥330bn in ETFs per year, dampening sentiment and sending the Nikkei down more than 2%. The ripple effects could hit global risk appetite, push long-term yields higher and revive reverse carry fears. Elsewhere, the Nvidia-Intel $5bn chip deal and Huawei’s AI chip roadmap highlight a politically charged, heating chip war shaping tech markets. Risk appetite remains intact but fragile, with geopolitical tensions, high valuations and long-maturity yields keeping investors on edge. Listen to find out more!

The Federal Reserve (Fed) has finally pulled the trigger on rate cuts — 25bps down, with two more likely this year. But the dot plot reveals deep divisions inside the Fed for next year: some see no further moves, a few even expect hikes, while others want far steeper cuts. For now, the message is clear: the Fed is not bending to political pressure, and markets are left guessing what comes next. Stocks wobbled, yields bounced and the dollar bounced back from the year lows, but sentiment is getting bullish as investors digest the news, and the dollar could claim a medium term bullish correction on the way Fed manages its policy and its independence. On individual news, Nvidia took a hit after Beijing told Alibaba and ByteDance to halt orders, a move that could cost up to $1bn in annual sales. Elsewhere, the Bank of Canada (BoC) followed with a cut, and all eyes are now on the Bank of England (BoE) which is faced with rising inflation in a slowing economy and narrowing budget headroom. Listen to find out more!

Will today's FED decision impact Bitcoin positively or negatively? 00:00 Intro 00:24 Disclaimer 00:28 Preview 00:53 Bitcoin 05:18 Ethereum 06:59 Solana 09:29 Subscribe & Good bye #crypto #cryptonews #cryptotrading #swissquote _____ Discover our brand and philosophy: https://swiwwsquote.com/?utm_source=youtube&utm_campaign=swissquote-english&utm_medium=video _____ 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?utm_source=youtube&utm_campaign=swissquote-english&utm_medium=video _____ Learn more about our employees: https://swq.ch/d5 _____ Let's stay connected: LinkedIn: https://swq.ch/cH

US markets keep breaking records as the Federal Reserve’s (Fed) next move takes center stage. Will Powell stick to the dovish script, or surprise with a tougher stance? Futures are already pricing multiple rate cuts this year, all eyes are on the dot plot! Across the Atlantic, the Stoxx 600 fell yesterday on bank and insurer weakness, while sterling is supported by mixed jobs and inflation data that suggest that the Bank of England (BoE) will likely stay cautious this week, as the ECB signals it may be done cutting for now—paving the way for the EURUSD to push toward 1.20. Meanwhile, Asia’s tech rally accelerates: Baidu soars on an AI deal, Alibaba and SMIC follow, and the Hang Seng hits a 4-year high. Nasdaq’s Golden Dragon trades at half the P/E of the Mag 7, raising the question—are Chinese tech stocks too cheap to ignore? Listen to find out more!

Another record day for the S&P 500, fueled by strong earnings and the Federal Reserve’s (Fed) looming policy easing. Last quarter, S&P 500 companies grew earnings by ~13%, yet exclude Big Tech, growth was only 3 4%. A third of the index is dominated by Big Tech, with Nvidia alone accounting for ~8%, creating an ecosystem that keeps tech-heavy indices like the S&P 500 and Nasdaq in demand even amid economic weakness. Google jumped 4%, hitting a $3T valuation, driven by AI momentum and news it doesn’t need to divest Chrome. Nvidia held ground despite China’s antitrust headlines. Now investors are watching the Fed: as much as four 25-bp rate cuts are expected at four next meetings, supporting risk appetite, while small and mid-cap companies, cyclicals and Asian equities are also enjoying the ride. Will the Fed follow through? Will political pressure show in the dot plot? And how will markets react? Listen to find out more!

✨ Gold, a timeless safe haven? As markets wobble, the yellow metal holds on to its aura of security. Between tradition, stability, and new challenges (crypto, ETFs, inflation), is gold still worth betting on in 2025? 💰 🎧 In this episode of UNLOCKED, discover why gold continues to fascinate, its paradoxes, and what it can still bring to a modern portfolio. From its role with central banks to its lack of yield, explore why it remains intriguing — and what it reveals about our relationship with modern finance. . . Investing in financial products such as digital assets and CFD carries a high degree of risk. _____ 🎙 Guest: Ayub Khan – author (The Pagoda), founder of Presence in Motion, and Chairman of MFD Investment Holdings. Find him on Instagram: http://swq.ch/4675qkW

have traders bracing for the Federal Reserve’s (Fed) first rate cut this year on Wednesday — with expectations building for a full easing cycle ahead. The dollar stays under pressure, US 2-year yield hovers near year lows, and equities are pushing higher with the S&P 500 hitting fresh records. Elsewhere, diverging policy paths are in focus: the European Central Bank (ECB) signals an end to easing, the Bank of England (BoE) is set to hold amid sticky inflation, while the Bank of Canada (BoC) could deliver another cut this week. Cherry on top, Fitch’s downgrade of France adds pressure on spreads and bond markets. Meanwhile, Asia steals the spotlight. China’s weak data stokes stimulus hopes, propelling the CSI 300, Hang Seng and battery giant CATL. Korean tech champion SK Hynix fuels the KOSPI’s surge, while AI enthusiasm keeps Alibaba, BYD and Tencent near multi-year highs. Listen to find out more!

Markets are buzzing after fresh US data paved the way for next week’s Federal Reserve (Fed) cut. CPI was broadly in line, but soaring jobless claims – the highest in four years – kept the weakening labour market in the spotlight. The Fed is almost certain to deliver a 25bp cut, with odds of larger move fading, however, as inflation pressures in food and energy still linger. Equities cheered the prospect of easier policy, sending the S&P 500 to new highs, the US dollar index remained offered into the 50-DMA. Across the Atlantic, the European Central Bank (ECB) held rates steady, signaling that the easing cycle may be over for now. Meanwhile, China joined AI headlines: Alibaba surged on plans to pour billions into AI data centers, while SMIC and SK Hynix rallied on chip optimism. Gold shines on dovish bets, crude oil slips despite tensions in Ukraine, and currencies wrestle with diverging Fed and ECB outlooks. Listen to find out more!

We just experienced the potentially biggest crypto hack, yet...nothing happened? 00:00 Intro 00:24 Disclaimer 00:28 Preview 00:47 NPM-hack 02:42 Solana 04:27 Charts 06:36 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 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!

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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!