Swissquote, Ipek Ozkardeskaya, Feyyaz Alingan
🇬🇧 Stay ahead of the markets with Swissquote
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 new...
Author
Swissquote, Ipek Ozkardeskaya, Feyyaz Alingan
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Podcast website
Latest episode
Jul 10, 2026
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Episodes
Optimism – though hardly backed – reins ahead of Nvidia earnings 28.05.2025 11:09
Market mood is astonishingly great this week on the back of a global decline in yields, triggered by the Japanese government’s will to adjust the size of its bond issuance amid a selloff in long-maturity bonds sent 30- to 40-year JGB yields to all-time highs. The rally in Japanese bonds helped pull the US 30-year yield below the 5% mark. And optimism from falling sovereign yields was compounded by...
Equities rally on thin ice as trade negotiations take over the headlines 27.05.2025 10:42
The week started on a slow but hopeful note for European markets, with expectations that Trump’s latest 50% tariff threat on European imports would accelerate negotiations but that market optimism fascinates me. European markets are flirting with ATH levels, US futures were also up yesterday—but the reality is that with every piece of incoming information, the collective welfare deteriorates. Stil...
Markets swing on volatile trade headlines: gold, Bitcoin amass USD outflows 26.05.2025 11:12
Trade headlines are accelerating again. Markets ended last week on a sour note after President Donald Trump threatened to impose a 50% tariff on European imports by June 1st, prompting a sharp selloff in major US and European indices. He also warned that Apple could face a 25% tariff unless it relocates its production to the US. Yet, sentiment has shifted sharply this morning. The Nikkei 225 rose...
Euro supported by USD weakness, dovish ECB bets and increased EUR-denominated bond issuance 23.05.2025 10:46
The selloff in US equities eased yesterday as pressure in the bond space declined. But the news is far from reassuring for a sustainable relief: US politicians continue to turn a blind eye to the stress building in the sovereign bond space. The House of Representatives passed Trump’s ‘beautiful’ tax bill yesterday—with just one vote. But one vote is all it takes to send the bill to the Senate, whi...
Bitcoin ATH Let's Go! 🚀 | Crypto Talk | Swissquote 22.05.2025 10:47
Bitcoin just cracked its ATH, let's go! 00:00 Intro 00:23 Disclaimer 00:27 Preview 00:47 Coinbase 02:26 Bitcoin 06:44 Ripple 10:20 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:...
America’s exceptionalism at risk as debt concerns mount 22.05.2025 11:05
It’s Thursday, and so far this week, US debt concerns have overshadowed Middle East optimism, trade tensions, and even a fresh all-time high for Bitcoin. The turning point was last Friday’s credit outlook downgrade by Moody’s, which was quickly followed by a political debate around the budget. In this episode we will dive into the guts of the US debt market, why US could afford to push its debt ex...
Crude jumps on Mid-East rumours, safe haven assets rally but USD is left behind 21.05.2025 10:36
US equities retreated yesterday—ending a six-day rally—and the US dollar weakened as the selloff in long-term US Treasuries continued. Crude oil jumped on reports that Israel is preparing to strike Iranian nuclear facilities. Safe haven assets surged, while the US dollar was left behind in the safe-haven race. Option traders remain pessimistic about the dollar’s prospects for 2025. The one-year ri...
PBoC, RBA cut rates, Fed members maintain hawkish stance 20.05.2025 10:58
The People’s Bank of China (PBoC) and the Reserve Bank of Australia (RBA) lowered their interest rates today, hoping to tame and counter the negative impact of the global trade war on their economies and job markets. The moves were expected and received mixed reactions across stock markets. The CSI 300 index and the Hang Seng gained, the latter was boosted by CATL’s IPO, which went according to pl...
Trade optimism evaporates on risk of premature halt to 90-day tariff pause 19.05.2025 10:19
The week starts with a jump in US yields and a weaker dollar after Moody’s downgraded the US credit rating from the top Aaa to Aa1, citing concerns about the US’ rapidly rising debt toward the $37 trillion mark. The Treasury Secretary Scott Bessent downplayed the downgrade and attempted to shift attention to the sharp tariff hikes that may be announced in the next two to three weeks. This means th...
Need fresh catalysts to keep the bulls running... 16.05.2025 11:15
Market sentiment remained tilted toward the upside across the US and European markets yesterday. In Europe, UK growth and eurozone industrial production surprised to the upside, while in the US, the data pointed at economic slowdown but sharp decline in producer prices tempered stagflation worries... but Walmart killed joy saying that they will increase the prices of their products according to ta...
Chip rally extends as attention shifts to Chinese Big Tech earnings 15.05.2025 10:43
The news of fresh deals is coming in from the Middle East as Donald Trump seems very successful in getting the oil- and gas-rich countries to buy stuff from the US – including chips and planes – but appetite for trade optimism is starting to show signs of exhaustion. Despite the announcement of a $243bn deal with Qatar on top of the $600bn deal with Saudi Arabia, the S&P500 traded flat on Wednesda...
Aave going strong 14.05.2025 8:37
After a strong 2024 for Aave, it's continuing its climb with an ATH for its TVL! 00:00 Intro 00:23 Disclaimer 00:28 Preview 00:51 Coinbase 01:46 Bitcoin 04:17 Ethereum 06:20 Aave 08:10 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: http...
Nvidia rallies on Saudi deal, gains in US indices accelerate vs waning appetite for Europe 14.05.2025 11:05
Trade news keeps getting better. Yesterday, it was the chipmakers’ turn to lead the rally, as Saudi Crown Prince Mohammad bin Salman pledged to spend as much as $1 trillion in commercial deals with the US, while Jensen Huang announced in Riyadh that the company will be selling chips to the Saudi Arabian AI company Humain for a massive data center project. Chip stocks led a broad-based US equity ra...
Markets rally on tariff de-escalation. Focus on US CPI 13.05.2025 11:07
The week kicked off with the news that the US and China would announce ‘substantial’ progress in trade negotiations — and the progress was indeed close to substantial. Markets rallied with joy, gold and the franc softened, the US dollar rallied, US treasuries retreated. Gains are being given back today as European and US futures are also down — a bit of a hangover after yesterday’s party, a moment...
Futures up, gold & franc down on trade optimism 12.05.2025 10:50
The weekend brought good news. The negotiations between American and Chinese officials this weekend in Geneva went well – apparently – as US Treasury Secretary Bessent said that ‘substantial progress was made.’ The foretaste of de-escalation is giving a boost to risk appetite this morning –although pharma stocks are under pressure on Trump’s plans to order a cut in US prescription drug costs – he...
Habemus a trade deal! Eyes on US-China talks this weekend 09.05.2025 10:49
Not only do we have a new pope this week, but we also have the first deal in Trump’s global trade war, this time between the UK and the US. Trump’s enthusiastic announcement, complete with a lot of CAPITAL LETTERS, helped inflate sentiment, making this US-UK deal feel bigger than it actually is. Still, the news of the US-UK deal resonated positively across global financial markets and all eyes are...
Fed Who? Trade hopes fuel risk appetite 08.05.2025 10:25
This week’s Federal Reserve (Fed) meeting went according to plan. It was hawkish—though just about as hawkish as expected. The Fed kept interest rates unchanged, as widely anticipated, and signalled it's in no rush to cut them before gathering more data to assess the real impact of the tariff policy. It believes tariffs could lead to higher inflation and higher unemployment. And even though the sp...
Ethereum Pectra Upgrade coming | Crypto Talk | Swissquote 07.05.2025 10:20
Today the Ethereum Pectra Upgrade goes live - what are the changes that it brings? 00:00 Intro 00:23 Disclaimer 00:27 Preview 00:51 Bitcoin 04:48 Ethereum 06:46 Solana 08:05 Ripple 09:52 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: ht...
Sentiment improved on upcoming US-China trade talk. Fed decides! 07.05.2025 10:53
The futures are in the positive this morning on news that the trade talks between the US and China could lead to progress, as the Chinese Premier will reportedly meet US Treasury Secretary Bessent later this week to discuss tariffs. The People’s Bank of China (PBoC) freshly lowered its policy rate and reserve ratio today in an effort to strengthen its monetary support for the Chinese economy, whic...
Trade suspense becomes discouraging, investors need trade deal news now! 06.05.2025 10:34
The week kicked off on a bearish note for US equities as the buying that had been driven by hopes of a turnaround in trade winds over the past nine sessions is gently losing momentum. In FX, the US dollar remains softer across the board; its rapid selloff against Asian peers was particularly in focus over the past two sessions and raised concerns about the dollar’s status as a safe haven and reser...
Oil plunges on acceleration of OPEC output, Asian currencies soar against the dollar on potential trade deal 05.05.2025 11:14
The week begins with a sharp decline in oil prices – around 4% at the time of writing – as OPEC+ announced it would accelerate output restoration by 411K barrels per day. No one knows the motivation behind the move, but the impact on oil’s direction is clear: to the downside. PS: Lower oil prices are obviously a straight positive for bringing inflation lower for the US and elsewhere, and potential...
Wall Street holds ground as Apple, Amazon slip — eyes Now on US jobs data 02.05.2025 11:02
The S&P 500 gained for the eighth consecutive session despite a set of soft economic data and cautious earnings forecasts. The lack of escalation in the trade war over the past week and dovish Federal Reserve (Fed) expectations certainly explain a major part of the recent gains. But optimism remains fragile, and the Fed’s ability to help depends on the trajectory of inflation. Today, eyes are on t...
Bitcoin Bulle are pushing forward! | Crypto Talk | Swissquote 01.05.2025 9:24
The bitcoin bulls are back again and are pushing prices up! 00:00 Intro 00:23 Disclaimer 00:27 Preview 00:44 Bitcoin 05:04 Ethereum 06:17 Solana 08:57 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 b...
Meta, Microsoft shine through trade fog 01.05.2025 10:54
Market sentiment has improved following a deluge of data and earnings announcements on both sides of the Atlantic. In Europe, strong growth numbers were spoiled by stronger-than-expected inflation update, while in the US, terrible GDP figures were countered by a softer-than-expected PCE read. In Japan, the Nikkei rose despite the Bank of Japan’s (BoJ) downside revision for growth and worries about...
Positioning portfolios for a tariff-tossed Trump era | with NFG Partners' Glenn Coxon 30.04.2025 32:24
Donald Trump's tariff announcements injected high liquidity into the global financial markets. In this special episode, NFG Partners' Glenn Coxon dissects Trump's tariff strategy, different outcomes and how to invest in different scenarios. Join us for an engaging and eye-opening conversation!
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