🇬🇧 Stay ahead of the markets with Swissquote
Business & Finance
About
Dive into the heart of the markets with MarketTalk and Crypto Market Talk, hosted by Ipek Ozkardeskaya and Feyyaz Alingan. And explore Unlocked, Swissquote’s podcast that looks beyond the markets to unlock fresh ideas, inspiring perspectives and insights to power your next move. Every day, MarketTalk breaks down the latest moves in equities, FX, macro data and global market sentiment, while the Wednesday Crypto Market Talk focuses on Bitcoin, Ethereum, altcoins and major developments in the digital asset ecosystem. Subscribe to stay up to date with market insights, trading themes, economic news and crypto trends that matter. About Swissquote: https://swq.ch/48Qf9fN We are Switzerland’s leading bank in online financial services and offer our clients innovative and state-of-the-art solutions to meet their investment needs. Headquartered in Geneva, Switzerland, we have additional offices in Zurich, Luxembourg, London, Cyprus, Dubai, Hong Kong, Malta, Singapore, and Bucharest. Swissquote Group Holding Ltd has been listed on the SIX Swiss Exchange (symbol: SQN) since May 2000 and is regulated by the Swiss Financial Market Supervisory Authority (FINMA). As well as various online trading products - including stocks, bonds, funds derivative products, and cryptocurrencies – Swissquote also provides Forex, Robo-Advisory, and Mortgages solutions. Today, we are proud to deliver our services to + 500’000 clients with access to more than 60 stock exchanges worldwide and can trade over 3 million products through performant and secure platforms.
Episodes
- Attention turns to US jobs data as geopolitical headlines flip... again
This episode discusses market reactions to geopolitical events and upcoming US jobs data, with a focus on wage growth and inflation signals as central banks prioritize price stability.
- Too much optimism?
Markets rallied on news of a potential US-Iran peace proposal, impacting oil prices, the US dollar, yields, and equities, particularly AI and semiconductor stocks. The episode questions whether this market euphoria is justified.
- Too much optimism?
This episode of Stay ahead of the markets with Swissquote discusses market reactions to headlines regarding a potential US-Iran peace proposal. It examines the impact on oil prices, the US dollar, yields, and equity markets, and questions…
- BTC over 80'000 USD | Crypto Talk
This episode discusses Bitcoin (BTC) reaching over $80,000 USD, and also covers Solana and Aave. It is part of the "Stay ahead of the markets with Swissquote" podcast.
- Chip stocks push tech heavy indices to fresh ATHs!
This episode discusses how chip stocks are pushing tech-heavy indices to fresh all-time highs, driven by AI optimism and strong tech earnings. It also examines market risks, the latest US economic data, and the potential vulnerability of e…
- Narrative flips from AI to Middle East, but Tech hasn’t said its last word
This episode discusses the shift in market narrative from AI to the Middle East, focusing on oil volatility, rising yields, and geopolitical tensions. It also examines the impact of these factors on tech company earnings and the overall ma…
- Ethereum war proof? | Crypto Talk
This episode of Crypto Talk examines if Ethereum is a more war-proof investment compared to Bitcoin. It also explores Solana's strategies for achieving quantum resistance.
- AI rally extends on resilient tech earnings
The AI rally extends due to resilient tech earnings, despite elevated geopolitical tensions affecting oil markets. Central banks are holding rates steady, and AI optimism continues to dominate market sentiment, with strong earnings from AI…
- Resilient earnings tame macroeconomic worries
This episode discusses how resilient earnings are taming macroeconomic worries, with a focus on geopolitical tensions, central bank policies, and the impact of AI on market sentiment. It also touches on strong earnings in industrial and te…
- Big Tech delivers... but oil steals the show
This episode examines how strong earnings from Microsoft, Amazon, and Alphabet, driven by cloud growth and AI, are interacting with surging oil prices. It explores the implications for inflation and central bank policies.
- UAE leaves OPEC, OpenAI misses targets
This episode discusses the UAE leaving OPEC and OpenAI missing revenue targets, both of which impacted markets. It also covers the fall of the Nasdaq 100 and the rally in oil prices, with upcoming focuses on the Fed decision and Big Tech e…
- Big Tech priced to perfection into earnings
This episode examines global economic challenges, including rising energy prices and inflation, and their impact on central bank policies. It also analyzes the current valuations of Big Tech companies as they approach their earnings report…
- Earnings & central bank decisions ahead!
Markets began the week with a risk-on mood due to renewed peace hopes and positive earnings season, though underlying cracks exist. The episode features insights from Ipek Ozkardeskaya, a Senior Analyst at Swissquote Bank, discussing these…
- Bitcoin finally breaking out | Crypto Talk
This episode of Crypto Talk from Swissquote focuses on Bitcoin showing strength.
- Chips love AI, software suffers
This episode discusses market dynamics, geopolitical tensions, and inflation pressures. It also covers the performance of software and semiconductor stocks, highlighting the impact of AI demand and company earnings.
- What war?
Major US indices hit fresh record highs, but the contrast between market prices and fundamentals is striking. Geopolitical tensions remain elevated, energy markets are volatile, and macro data is showing strain. However, risk assets contin…
- Mixed reaction to extended Middle East ceasefire
This episode discusses market reactions to the extended Middle East ceasefire, focusing on oil volatility, US consumer behavior, and shifting rate cut expectations. It also touches on investor focus on Tesla's AI narrative as earnings seas…
- Oil out, Tech in
This episode discusses current market trends, focusing on oil price movements, the performance of tech and AI stocks, and overall market sentiment. It examines the factors influencing these trends, including geopolitical tensions and econo…
- Tech investors look past high energy prices
This episode examines how tech investors are reacting to high energy prices and geopolitical tensions. It covers global market performance, including US, European, and Asian markets, and discusses the impact of upcoming earnings season.
- Can euro take aim at US dollar’s global position?
This episode discusses the challenges to the US dollar's global dominance and examines the euro's potential to take a more prominent position in the global financial system. It explores factors such as financial weaponization, US deficits,…
- Market indices: a simple way to access global markets
This episode explains how market indices function as a tool for investors to access global markets. It covers major benchmarks, their economic reflection, diversification benefits, and investment methods like ETFs and futures.
- Silver: precious but not safe haven
This episode discusses silver's role as a cyclical asset rather than a safe haven, driven by industrial demand from sectors like electronics, solar panels, and electric vehicles. It explores how silver's price is influenced by economic gro…
- Understanding and trading oil
This episode, part of a commodities series, delves into the crude oil market, examining the factors that influence oil prices, such as global supply and demand, geopolitics, and interest rates. It also covers the impact of key players like…
- Bitcoin performing thanks to peace talks! | Crypto Talk
This episode explores Bitcoin's recent performance, attributing its positive movement to peace talks. The discussion also includes analysis of Ethereum and Ripple.
- Nat gas: a market shaped by geography
This episode explores how natural gas markets function, addressing regional price variations and methods for trader and investor exposure to natural gas.
- Tech like it’s 2019!
This episode discusses how US-Iran tensions easing affected global markets, leading to surges in US equities and shifts in oil and currency markets. It explores investor sentiment, tech valuations, and potential market volatility related t…
- Could AI twins change the way companies build products? | Unlocked
Cindy Candrian, founder of Delta Labs, discusses the rise of "AI twins" and their potential to help companies understand human behavior and decision-making for product development. The episode explores cognitive bias, customer segments, an…
- Bonds rebound as yields look attractive, but...
This episode discusses the rebound in sovereign bonds and attractive yields. It explores whether rising oil prices will limit central bank tightening, particularly in light of inflation in Europe and potential ECB rate hikes. The episode a…
- Middle East escalation keeps investors on edge
This episode discusses the ongoing Middle East escalation and its effects on financial markets, including rising oil prices and increased recession risks. The analysis explores potential stagflation and challenges for central banks in this…
- Middle East uncertainties loom, growth and inflation risks persist
This episode discusses Middle East uncertainties, growth, and inflation risks, focusing on the Strait of Hormuz. It examines how these factors affect oil flows and geopolitical tensions, which in turn impact global inflation and investor o…
- Bittensor dominates crypto...with AI? | Crypto Talk
This episode discusses the impact of AI on the crypto market, focusing on Bittensor, Bitcoin, Near, Ethereum, and Ondo. It covers various crypto news and trading topics.
- Too early to price out the war?
Markets are pricing in peace, despite rising geopolitical tensions and Iran’s rejection of the US proposal. This episode explores if this optimism is misplaced, considering climbing oil prices, resurfacing inflation risks, and potential ac…
- Rising energy prices hit global economic activity
This episode discusses how rising energy prices and Middle East tensions are affecting global economic activity. Topics include volatile oil prices, equity market reactions, and the strengthening US dollar.
- Markets remain highly unpredictable as war headlines clash
This episode discusses how global headlines are causing market unpredictability, affecting oil prices, equities, and investor sentiment. It explores the challenges investors face in navigating these volatile market conditions.
- Iran war narrative is changing hands, waning TACO hopes
This episode discusses the changing narrative around the Iran conflict, its impact on market sensitivity to US announcements, and the resulting elevated oil prices and inflation expectations. It also touches on concerns about slower growth…
- Oil pulls back, but risks remain elevated
Oil prices are pulling back, but risks in the Middle East remain elevated, creating a dilemma for central banks regarding interest rates. Rate cut expectations are fading, and the risk of renewed tightening is increasing, especially in Eur…
- Central banks decide amid Middle East led prices pressures
This episode discusses how Middle East tensions are impacting oil markets, leading to higher energy costs and inflation concerns. Central banks like the Fed, ECB, BoE, and SNB are facing difficult decisions regarding interest rates amidst…
- XRP gaining speed | Crypto Talk
This episode, "Crypto Talk," discusses XRP, Bitcoin, and Ethereum, including analysis of XRP gaining speed. The podcast also covers various aspects of crypto trading and news.
- Agentic AI boosts China tech demand!
This episode discusses volatile oil prices due to Middle East tensions, the Federal Reserve's interest rate decisions amid inflation, and how agentic AI is increasing demand and creating new opportunities for tech companies in China. It hi…
- RBA fires the first hawkish shot. Others could follow
The Reserve Bank of Australia has increased interest rates due to inflation and rising oil prices. Other central banks are expected to announce similar hawkish policy decisions throughout the week. Nvidia also projects substantial growth i…
- How the Middle East war will impact Central Bank decisions?
This episode discusses how the Middle East war might impact central bank decisions, including those of the Fed, ECB, BoE, SNB, BoJ, and RBA. It also covers the potential market impact of these decisions and geopolitical events.
- Oil’s surge warns the worst could be ahead
Oil prices continue to rise despite emergency measures. Brent Crude briefly surged to $100 per barrel, and WTI approached $98, keeping energy markets under intense pressure and fueling global inflation fears.
- Bitcoin defying the odds! | Crypto Talk
This episode of "Crypto Talk" from "Stay ahead of the markets with Swissquote" focuses on Bitcoin's recent market performance, noting its debasement trade strength. The discussion also touches on Ondo.
- Oil up again!
Oil prices have risen despite a release from strategic reserves. The episode explores market reactions, including central bank expectations, bond yields, and the US dollar. Equity markets are also discussed in the context of various global…
- NEAR showing AI strength | Crypto Talk
This episode of Crypto Talk discusses NEAR and its connection to AI strengths. The original upload was delayed due to technical issues, and the full episode will be released tomorrow.
- Eyes on US CPI as oil eases on IEA announcement
This episode discusses the retreat of oil prices, with US crude slipping towards $76 per barrel, and the anticipation building around the upcoming US Consumer Price Index (CPI) report. The CPI report will provide insights into inflation pr…
- Oil prices drive global sentiment
This episode discusses how oil prices are driving global market sentiment. It examines market volatility, investor reactions to geopolitical events, and the impact of energy prices on inflation expectations.
- Crude oil soars past $100pb: global implications are huge!
Crude oil prices have risen above $100 per barrel due to Middle East tensions. This episode discusses the potential global implications on inflation, central banks, bond markets, and global growth, highlighting the Middle East's role in gl…
- US jobs had better be strong!
Global markets are currently impacted by Middle East tensions, increasing oil prices, and inflation concerns. All attention is now on the US jobs report to see how it will influence market stability and central bank policy amidst fears of…
- Is finance becoming too digital for its own good? | Unlocked
This episode explores the digitalization of finance, discussing whether technology is scaling finance without losing the human touch. Manon Duez joins to discuss the future of financial advice, the limits of automation, and the continued i…