Episodios

  • Dead Cat Bounce for Bitcoin? | Crypto Talk

    Dead Cat Bounce for Bitcoin? | Crypto Talk
    Nov 28 2025
    Is the cat bouncing towards an ATH or just luring us into a bear trap? 00:00 Intro 00:224 Disclaimer 00:29 Preview 00:39 Bitcoin 03:58 Ethereum 04:28 Blackrock 05:28 Charts 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
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    8 m
  • What Happens Now That the Fed Is the Only Pillar for Bulls?

    What Happens Now That the Fed Is the Only Pillar for Bulls?
    Nov 28 2025
    With the US on holiday, market activity has slowed, leaving investors to digest a strong month of earnings. The S&P 500 delivered 13.4% growth, led by healthcare, financials, consumer discretionary, and technology. Big Tech, including Nvidia, posted better-than-expected results, but concerns over cash flow, inventories and AI deal circularity weighed on sentiment. The Fed’s recent dovish signals helped stabilize markets, pushing rate-cut expectations higher and supporting a tech-led rally. European and Asian markets have been mostly quiet, with mixed results in tech and limited upside. Uncertainty remains high around AI valuations, Fed policy and global macro conditions. A Santa rally is possible if inflation stays subdued, but profit-taking and volatility remain risks. Gold and oil are responding to macro signals, with OPEC expected to stop bringing extra barrels to the market. Listen to find out more! Ipek Ozkardeskaya has begun her financial career in 2010 in the structured products desk of the Swiss Banque Cantonale Vaudoise. She worked at HSBC Private Bank in Geneva in relation to high and ultra-high net worth clients. In 2012, she started as FX Strategist at Swissquote Bank. She worked as a Senior Market Analyst in London Capital Group in London and in Shanghai. She returned to Swissquote Bank as Senior Analyst in 2020, and launched her own website ipekScope.com in 2025.
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    10 m
  • Relief into Thanksgiving but...

    Relief into Thanksgiving but...
    Nov 28 2025
    Markets remained calm ahead of Thanksgiving, with US equities extending gains and yields continuing to decline. The 2-year Treasury yield, which reflects expectations for December Fed policy, fell to 3.45%, pricing in a 25bp rate cut with more than 80% probability. Adding to dovish sentiment, Kevin Hassett has emerged as a potential next Fed Chair. Known for his pro-deregulation stance and crypto-friendly approach, Hassett could steer the Fed toward lower rates and a lighter regulatory touch, with markets expecting 2–4 additional cuts in 2026 following the anticipated December move. However, lower Fed rates do not guarantee lower market yields. If inflation pressures persist, yields could rise even after cuts, as seen in September 2024. So, investors are monitoring the Fed closely, balancing expectations of easier policy against potential risks to growth and inflation Listen to find out more! Ipek Ozkardeskaya has begun her financial career in 2010 in the structured products desk of the Swiss Banque Cantonale Vaudoise. She worked at HSBC Private Bank in Geneva in relation to high and ultra-high net worth clients. In 2012, she started as FX Strategist at Swissquote Bank. She worked as a Senior Market Analyst in London Capital Group in London and in Shanghai. She returned to Swissquote Bank as Senior Analyst in 2020, and launched her own website ipekScope.com in 2025.
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    9 m
  • Google vs Nvidia

    Google vs Nvidia
    Nov 26 2025
    The AI battlefield heats up: Google storms back with Gemini 3 and TPUs, challenging Nvidia’s dominance as inference costs soar and Big Tech looks for cheaper, faster alternatives. Nvidia faces scrutiny over its latest earnings and growing inventories, while Meta’s AI investments raise questions about its business model. Alibaba surprises with strong cloud growth, and Amazon could benefit from robotics in the future. On the macro side, soft US data keeps Fed doves in control, boosting rate cut expectations, while the US dollar weakens and EURUSD breaks out of consolidation. Across the pond, all eyes are on Rachel Reeves’ Autumn Budget and its potential impact on gilt markets and BoE decisions. Listen to find out more! Ipek Ozkardeskaya has begun her financial career in 2010 in the structured products desk of the Swiss Banque Cantonale Vaudoise. She worked at HSBC Private Bank in Geneva in relation to high and ultra-high net worth clients. In 2012, she started as FX Strategist at Swissquote Bank. She worked as a Senior Market Analyst in London Capital Group in London and in Shanghai. She returned to Swissquote Bank as Senior Analyst in 2020, and launched her own website ipekScope.com in 2025.
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    11 m
  • Sharp mood swings is not a good sign!

    Sharp mood swings is not a good sign!
    Nov 25 2025
    Sharp mood swings are not a good sign | MarketTalk: What’s up today? Markets are on edge as December Fed rate-cut expectations climb past 80%, and every word from the central bank now moves markets. Short-term yields are jittery, risk assets are swinging, and investors are balancing hope with caution. The backdrop is anything but simple: a softening jobs market, inflation still above target, and lingering uncertainty from tariffs. Data is slowly returning after the long government shutdown, but it only paints part of the picture — what the Fed signals could matter more than what the numbers show. Traders are hanging on every comment, weighing the odds and bracing for the next move. With year-end approaching, all eyes are on the Fed — and what it decides could set the tone for the market’s final stretch. Listen to find out more! Ipek Ozkardeskaya has begun her financial career in 2010 in the structured products desk of the Swiss Banque Cantonale Vaudoise. She worked at HSBC Private Bank in Geneva in relation to high and ultra-high net worth clients. In 2012, she started as FX Strategist at Swissquote Bank. She worked as a Senior Market Analyst in London Capital Group in London and in Shanghai. She returned to Swissquote Bank as Senior Analyst in 2020, and launched her own website ipekScope.com in 2025.
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    10 m
  • Fragile optimism

    Fragile optimism
    Nov 24 2025
    Futures are nudging higher this morning as Fed expectations improve slightly, after one official suggested a near-term rate cut could be on the table. But it’s far from guaranteed. Nvidia’s earnings caused a stir — rising inventories and deferred payments signal possible stress, and a chain reaction in tech isn’t out of the question. Meanwhile, Alibaba jumped 5% after Qwen 3 attracted over 10 million followers — China’s AI excitement continues. Kospi made a small recovery attempt, though gains were largely offset by heavy selling. In the US, the 2-year yield dropped on Friday and bets on a December rate cut pushed past 50%. Still, inflation remains elevated, sentiment is low, and markets are cautious. Overall, nerves are calmer this morning, but the ball is in the middle. Listen to find out more! Ipek Ozkardeskaya has begun her financial career in 2010 in the structured products desk of the Swiss Banque Cantonale Vaudoise. She worked at HSBC Private Bank in Geneva in relation to high and ultra-high net worth clients. In 2012, she started as FX Strategist at Swissquote Bank. She worked as a Senior Market Analyst in London Capital Group in London and in Shanghai. She returned to Swissquote Bank as Senior Analyst in 2020, and launched her own website ipekScope.com in 2025.
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    10 m
  • From euphoria to drama: what happened yesterday?

    From euphoria to drama: what happened yesterday?
    Nov 21 2025
    In just a few hours, the market swung from euphoria to outright drama. Nvidia’s stellar results gave sentiment a quick boost, but it didn’t last long — by the US open, the mood soured as questions about Nvidia’s books, AI fatigue and lingering credit concerns hit the tape. Oracle’s CDS spike, mounting chip inventories, rapidly cycling deferred revenue and a crypto sell-off all fueled a sharp risk-off move, sending the Nasdaq from +2% to deep in the red. Mixed US jobs data added to the uncertainty, while climbing Japanese yields reignited fears about repatriation of the roughly $3.4 trillion Japanese investors hold abroad. As unease grows, investors are digging deeper — and finding trouble. Bubble chatter is bubbling, volatility is building and the market is splitting between the cautious and the fearless. Strap in: this week isn’t ending quietly. Listen to find out more! Ipek Ozkardeskaya has begun her financial career in 2010 in the structured products desk of the Swiss Banque Cantonale Vaudoise. She worked at HSBC Private Bank in Geneva in relation to high and ultra-high net worth clients. In 2012, she started as FX Strategist at Swissquote Bank. She worked as a Senior Market Analyst in London Capital Group in London and in Shanghai. She returned to Swissquote Bank as Senior Analyst in 2020, and launched her own website ipekScope.com in 2025.
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    10 m
  • From Nvidia to BLS – not quite the same enthusiasm

    From Nvidia to BLS – not quite the same enthusiasm
    Nov 20 2025
    Nvidia just unleashed another blockbuster quarter, blowing past revenue forecasts by roughly $2bn and lifting data-centre income well beyond the $50bn threshold. Add Jensen Huang’s remark that Blackwell demand is “off the charts” and a fresh revenue outlook of $65bn, and you have all the ingredients for a renewed surge in market confidence and a lift across tech benchmarks. Yet the more pressing issue is whether this momentum can actually last. Away from Nvidia’s glow, the macro landscape is getting heavier. The unexpected postponement of the October jobs figures, lingering uncertainty around October CPI, shrinking odds of a Fed cut, and a fresh climb in US yields are all putting pressure on sentiment. Meanwhile, Japanese bond yields continue to spike, a move that threatens to choke off easy liquidity and revive the risk of reverse carry trades. The tone of this market can shift in an instant — and investors sense it. Listen to find out more! Ipek Ozkardeskaya has begun her financial career in 2010 in the structured products desk of the Swiss Banque Cantonale Vaudoise. She worked at HSBC Private Bank in Geneva in relation to high and ultra-high net worth clients. In 2012, she started as FX Strategist at Swissquote Bank. She worked as a Senior Market Analyst in London Capital Group in London and in Shanghai. She returned to Swissquote Bank as Senior Analyst in 2020, and launched her own website ipekScope.com in 2025.
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    10 m