Episodios

  • Trump for Bitcoin | Crypto Talk | Swissquote

    Trump for Bitcoin | Crypto Talk | Swissquote
    Aug 2 2024
    Trump appeared as a main speaker at the Bitcoin conference, but was he able to convince people? 00:00 Intro 00:22 Preview 00:43 Bitcoin 03:36 Ethereum 05:51 Solana 07:26 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
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    8 m
  • BoJ hikes, Microsoft disappoints & Fed decides | MarketTalk: What’s up today? | Swissquote

    BoJ hikes, Microsoft disappoints & Fed decides | MarketTalk: What’s up today? | Swissquote
    Jul 31 2024
    The Bank of Japan (BoJ) raised its rate to 0.25% as cautiously expected and announced that it will reduce the monthly bond purchases in a predictable manner. The JGB yields and the yen rose. Across the Pacific, the Federal Reserve (Fed) also started its two-day policy meeting and will announce its decision later today. The Fed is not expected to make a change to its rates today, but is widely and wildly expected to hint at a September rate cut. But that expectation is not helping the major US indices to stay afloat. Beirut explosion, a swift flight to safety and a renewed selloff across the Big Tech stocks weighed on major US indices yesterday. The S&P500 fell 0.50% while Nasdaq 100 slid around 1.40%. Nvidia tumbled 7% to its 100-DMA. But, Nasdaq futures are in a better shape this morning following a 7.5% rally from AMD after raising its forecast for AI accelerators. Microsoft, on the other hand, didn’t blow anyone’s mind when it reported earnings yesterday as Azure growth disappointed. Meta, Amazon and Apple will be revealing their Q2 earnings later this week. Listen to find out more!
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    11 m
  • Oil extends fall. OPEC, rate decisions & earnings in focus | MarketTalk: What’s up today? | Swissquote

    Oil extends fall. OPEC, rate decisions & earnings in focus | MarketTalk: What’s up today? | Swissquote
    Jul 30 2024
    10 m
  • A Big Week ahead: Fed, BoE, BoJ verdicts, Big Tech & Big Oil earnings, OPEC | MarketTalk: What’s up today? | Swissquote

    A Big Week ahead: Fed, BoE, BoJ verdicts, Big Tech & Big Oil earnings, OPEC | MarketTalk: What’s up today? | Swissquote
    Jul 29 2024
    There is a sense of hope in the market this Monday morning after Friday’s PCE data boosted the expectation that the Federal Reserve (Fed) is getting very close to signaling its first rate cut in September. The US yields and the dollar are under pressure this Monday morning, the euro and sterling are better bid, while tension among the Japanese yen bulls mount ahead of the Bank of Japan (BoJ) decision; the BoJ is expected to announce QT and lower rates this week. In equities, Friday was a better day for the Big Tech stocks in the US. Roundhill’s Magnificent Seven ETF rebounded 1%. But overall, last week saw accelerated rotation flows as capital moved out of Big Tech and into smaller and non-tech sectors of the market, driven by rising Fed cut bets and disappointing earnings from Google and Tesla. 4 of Magnificent Seven companies : Microsoft, Meta, Apple and Amazon are due to announce their Q2 earnings this week. Their results should not only meet but also beat the sky-high expectations. Elsewhere, crude oil is better bid this morning on mounting geopolitical tensions in the Middle East. OPEC+ will meet this and could announce a delay for scaling back of production cuts. Listen to find out more!
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    10 m
  • US rotation vibes don’t benefit European stocks as earnings disappoint | MarketTalk: What’s up today? | Swissquote

    US rotation vibes don’t benefit European stocks as earnings disappoint | MarketTalk: What’s up today? | Swissquote
    Jul 26 2024
    We went from ‘the Federal Reserve (Fed) could hardly cut in September’ to ‘it would be a mistake not to cut in July or September’ (source: Mohammad El Erian’s Linkedin feed) in a blink of an eye. We’ve been seeing the lower S&P500 and Nasdaq countered by a rise in economically sensitive sectors since about two weeks now. And diving into the S&P500, around 300 of the stocks in there actually gained yesterday, US crude rebounded after testing the $77pb support and the Rusell 2000 stocks rallied 1.26% – reinforcing the rotation trend – from tech to non-tech - after the latest growth update showed that the US economy not only secured a 2% growth but grew at an impressive pace of 2.8% last quarter – double the first quarter number which had seen the growth rate fall to 1.4%. Interestingly, the US strong GDP read yesterday didn’t discourage the Fed doves yesterday. All eyes are on the core PCE data today. Unfortunately, European stocks don’t benefit from the reflation vibes as earnings from the European companies fail to keep investors optimistic about the future. Listen to find out more!
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    10 m
  • Upside down: Big Tech drops, US yield curve steepens & JPY rallies | MarketTalk: What’s up today? | Swissquote

    Upside down: Big Tech drops, US yield curve steepens & JPY rallies | MarketTalk: What’s up today? | Swissquote
    Jul 25 2024
    Underwhelming results from Tesla and Alphabet painted the equity markets in the red yesterday. The S&P500 experienced its worst selloff since December 2022, Nasdaq 100 tumble as Roundhill’s Magnificent 7 ETF dropped more than 6% yesterday. Also, from a broader perspective, the fact that the Federal Reserve (Fed) cut expectations are rising is not positive for the Big Tech stocks as these behemoths were seen as a safe place to hide when the rates were high, and could see their advance wane due to a sector rotation. For the bears who were waiting in ambush, the time of correction may have come and could erase 10-15% from the S&P500 if the upcoming earnings can’t turn the wind. In the FX, the fact that the Fed and the market is preparing to cut should keep the US dollar index under pressure, although the rising Fed cut bets also softens the dovish central bank expectations elsewhere and should limit the potential weakness of the greenback. The long yen trade is gaining momentum. The USDJPY fell to 152.23 due to rising bets on a Bank of Japan (BoJ) rate hike and the unwinding of carry positions. The major risk is that the Bank of Japan (BoJ) might refuse to hike next week, causing the entire long yen trade to collapse. But that’s probably just a bad thought. Listen to find out more!
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    11 m
  • Tesla, Google failed to impress. | MarketTalk: What’s up today? | Swissquote

    Tesla, Google failed to impress. | MarketTalk: What’s up today? | Swissquote
    Jul 24 2024
    The first view on Big Tech earnings wasn’t inspiring. Tesla’s earnings missed estimates for the 4th consecutive quarter as revenue from car sales declined 7%. Shares slashed almost 8% in the afterhours trading. Over at Google, the parent Alphabet reported the smallest earnings beat since early 2023 and the share price fell 2% in the afterhours trading. As such, two of the Magnificent 7 stocks failed to create euphoria when they reported their Q2 results yesterday. The S&P500 and Nasdaq both closed yesterday’s session with small losses, and the futures are both in the negative this morning. In Europe, the news weren’t much better. LVMH saw its ADRs decline almost 5% after announcing that revenue in China-region fell 14% in Q2 – in line with a broad-based weakness in other luxury houses across Europe as well. Copper futures are down by 20% since the May peak, while US crude cleared the 200-DMA without much problem despite a 3.9-mio-barrel fall in US oil inventories last week In the FX, the US dollar index was slightly stronger yesterday despite weak data, the euro and sterling retreat while the yen strengthens on bets of Bank of Japan (BoJ) hike next week. Later today, the Bank of Canada (BoC) is expected to cut rates by 25bp. Listen to find out more!
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    11 m
  • Big Tech up ahead of Tesla, Google earnings, oil slips | MarketTalk: What’s up today? | Swissquote

    Big Tech up ahead of Tesla, Google earnings, oil slips | MarketTalk: What’s up today? | Swissquote
    Jul 23 2024
    Week started on a bullish note in Europe and the US as Jow Biden’s decision to leave the presidential race didn’t impact the market mood. Major US and European indices rebounded, mega cap led gains and the US dollar weakened. Tesla and Google are due to report earnings today after the bell, and their results – or the reaction to their results – could shift the wind in either direction. In energy, US crude slipped below the $80pb psychological and Fibonacci support and tipped a toe below the 200-DMA despite a surprise People’s Bank of China (PBoC) rate cut, the reflation-positive market environment and supply concerns on rising geopolitical tensions in the Mid-East and Canadian wildfires. Listen to find out more!
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    11 m