Épisodes

  • Gold hits fresh record on US government shutdown

    Gold hits fresh record on US government shutdown
    Oct 1 2025
    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!
    Voir plus Voir moins
    10 min
  • US shutdown is not the end of the world!

    US shutdown is not the end of the world!
    Sep 30 2025
    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!
    Voir plus Voir moins
    10 min
  • US jobs, government shutdown risks weigh on US dollar. Gold at fresh record!

    US jobs, government shutdown risks weigh on US dollar. Gold at fresh record!
    Sep 29 2025
    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!
    Voir plus Voir moins
    11 min
  • Inflation will tell whether strong US GDP is bad news for risk appetite

    Inflation will tell whether strong US GDP is bad news for risk appetite
    Sep 26 2025
    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!
    Voir plus Voir moins
    10 min
  • Will BTC hold up | Crypto Talk | Swissquote

    Will BTC hold up | Crypto Talk | Swissquote
    Sep 25 2025
    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
    Voir plus Voir moins
    10 min
  • Focus shifts to US growth, inflation data as Fed members cool dovish bets

    Focus shifts to US growth, inflation data as Fed members cool dovish bets
    Sep 25 2025
    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!
    Voir plus Voir moins
    10 min
  • Narrative remains bullish

    Narrative remains bullish
    Sep 24 2025
    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!
    Voir plus Voir moins
    11 min
  • Holy Nvidia!

    Holy Nvidia!
    Sep 23 2025
    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!
    Voir plus Voir moins
    10 min