Episodios

  • War influences crypto? | Crypto Talk from last week | Swissquote

    War influences crypto? | Crypto Talk from last week | Swissquote
    Jul 4 2025
    This was last week's episode, uploaded now. When there is war, there is crisis. But shouldn't Bitcoin be crisis resistant? #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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    7 m
  • Big, fat bill, questionable trade deals, Fed bets... not your standard recipe for record highs

    Big, fat bill, questionable trade deals, Fed bets... not your standard recipe for record highs
    Jul 4 2025
    The S&P 500 and Nasdaq hit fresh records, while small-caps join the party. And that’s despite jobs data that killed July Federal Reserve (Fed) rate-cut hopes—odds dropped from 27% to just 5%! Yields spiked, the dollar jumped... but stocks still climbed. Why? Digging deeper, the jobs data wasn’t as strong as it looked. Job gains came from public education, and unemployment fell only because people left the labour force. Wages slowed—good for the Fed—but now it’s tariffs fueling inflation fears. Trump’s new deal with Vietnam hints at double-digit tariffs. Add his $3.3 trillion ‘reverse Robin Hood’ tax bill, and debt fears are back. Gold is rising. Futures are down. And the market? Priced for perfection. How long can this rally last? Listen to find out more!
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    10 m
  • Cracks beneath the record highs

    Cracks beneath the record highs
    Jul 3 2025
    The S&P 500 closed at a fresh record high yesterday, boosted by a 4% jump in Nike shares — now up 45% since April’s dip on the back of the US–Vietnam trade deal and relaxed chip design exports toward China. But the tariffs remain significantly high – and will likely boost inflation – the economic data is weakening but not enough to get the Fed to cut the rates when inflation expectations are rising – and the Western sovereign bonds start giving fresh signs of stress. In summary, there are cracks beneath the record high equity prices. And this episode is detailing them! Listen to find out more!
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    10 m
  • Solana ETF coming?! | Crypto Talk | Swissquote

    Solana ETF coming?! | Crypto Talk | Swissquote
    Jul 2 2025
    Unexpectedly, there will be a Solana ETF, even with a staking element! What's the story behind it? 00:00 Intro 00:23 Disclaimer 00:28 Preview 00:50 Bitcoin 02:10 Ethereum 03:57 Solana 05:54 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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    6 m
  • Why strong jobs data would be bad news for US equity valuations?

    Why strong jobs data would be bad news for US equity valuations?
    Jul 2 2025
    Rally in most major indices across Europe and the US paused yesterday, as Trump-driven optimism began to sour under the rocky glare of the summer sun. To top it off, yesterday’s US data did little to support those betting on an imminent Federal Reserve (Fed) rate cut. Most FOMC members still argue that cutting rates now would be a mistake, particularly as they expect inflation to rise due to tariffs in the coming months, and the labour market remains robust enough to wait. In fact, US job openings unexpectedly rose in May, the ISM Manufacturing Index showed slower contraction, and price pressures edged higher in June. Investors will keep focus on US jobs data today and tomorrow. Sufficiently strong figures could lead to an accelerated readjustment of Fed pricing, push yields higher and weigh on risk appetite. Listen to find out more!
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    11 m
  • Red flags arise while the S&P500 prices out looming risks

    Red flags arise while the S&P500 prices out looming risks
    Jul 1 2025
    US equities ended Q2 at all-time highs. While headlines point to optimism around trade negotiations and potential Federal Reserve (Fed) rate cuts, much of the recent rally appears to be driven by continued enthusiasm around AI. On the trade front, discussions with Japan remain tense, and talks with the EU may result in a universal 10% tariff without key sectors—like autos and luxury—receive exemptions. On the Fed front, Chair Jerome Powell has cautioned against rushing to cut rates, especially as the impact of new tariffs on inflation and growth remains unclear. Last week’s hotter-than-expected core PCE data reinforces that message, suggesting inflation may be turning back up. Earnings expectations have also been revised down, yet markets seem to be pricing in a best-case scenario. Eyes are on US jobs data. Any weakness could further revive the Fed doves and support the rally, but the red flags are rising. Listen to find out more!
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    11 m
  • Swiss franc appreciation continues despite risk-on mood

    Swiss franc appreciation continues despite risk-on mood
    Jun 30 2025
    De-escalation of the Middle East tensions and encouraging news from the trade front improve risk taking across global financial markets, leading gold and oil lower and boosting appetite for major currencies. The US dollar remains under pressure however on looming US debt worries while the Swiss franc remains in demand despite optimism globally. This week, investors will focus on European inflation figures, Trump’s tax bill—aimed to pass before the July 4th holiday, the latest US jobs report and a series of final PMI prints. In energy markets, oil prices are worth watching as they give back the Middle East–led gains. WTI crude is sitting on a key Fibonacci support near $65 per barrel—the level that separates the year-to-date bearish trend from a potential medium-term bullish consolidation. Expectations that OPEC may announce a plan to bring more oil to market at its July 6 meeting could give bears the upper hand into the weekend. Listen to find out more!
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    11 m
  • Trade deals could be the market’s next sugar fix

    Trade deals could be the market’s next sugar fix
    Jun 27 2025
    The month of June is approaching its end with US equities having rebounded to their all-time high levels, fully brushing off the trade-war-led selloff between February and April this year. The rally looks stretched considering the US debt risks, high valuations, trade uncertainties and hardly funded dovish Federal Reserve (Fed) bets. But stretched doesn’t mean it won’t continue. If investors are fed a steady diet of sugar, asset prices could keep inflating. And Trump may eventually give them what they want. The US and China have apparently reached a trade truce, the US administration said that 10 more deals could be imminent, and EU Commission President Ursula von der Leyen said she’s ready to negotiate when the US is — in an effort to reach an agreement before the July deadline. Meanwhile, US bank investors are cheering news of softer regulation on leverage rules this week, which could free up to $6 trillion in additional balance sheet capacity. As such, futures are in the green and the US dollar rebounds from 3-year lows. Listen to find out more!
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    10 m