Swissquote, Ipek Ozkardeskaya, Feyyaz Alingan
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Dive into the heart of the markets with MarketTalk and Crypto Market Talk, hosted by Ipek Ozkardeskaya and Feyyaz Alingan. And explore Unlocked, Swissquoteās 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
Category
Podcast website
Latest episode
Jul 10, 2026
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Episodes
Earnings forecasts melt as US prepares to print the Q1 GDP 30.04.2025 10:45
Market sentiment somehow improved on news that Donald Trump would ease auto tariffs by lifting some levies on imported auto parts, and to avoid aluminium and steel levies stacking up alongside the rest of the tariffsāprobably as a marketing move as he gave a speech in Michigan marking his 100 days in office. As a result, carmakers around the world and major US indices posted gains yesterday. Part...
Trumpās first 100 days spark a 40% gold rally ā and bulls remain confident 29.04.2025 10:36
The week kicked off on a slightly positive note for European equities on continued expectations that the disinflationary impact of Trumpās trade policies would allow the European Central Bank (ECB) to give ample support to the underlying economies. But sentiment was much less bullish for US equities, which saw an initial drop on rising inflation expectations for the US economy and worries that any...
Week Focus: Mag 7 earnings, US GDP, EUR CPI updates 28.04.2025 10:57
The week starts with mixed feelings. Market mood improved last week as US President Donald Trump eased pressure on Federal Reserve (Fed) Chair Jerome Powell, announced some progress with trading partners including Japan and India, and said that the triple-digit import taxes on Chinese products will probably be āsubstantiallyā revised lower. And happily, we heard no major bombs from Trump or his ad...
Tariff de-escalation, dovish Fed & Alphabet earnings boost appetite 25.04.2025 10:55
Yesterday allowed global risk investors to take a deeper breath. Dovish comments from Federal Reserve (Fed) members, and de-escalation of trade tensions between the US and China allowed a further recovery in global equities. Optimism was backed today by the Chinese announcement that it is considering easing tariffs on some US imports, further signalling de-escalation of trade tensions and supporti...
Trade uncertainty casts a thick shadow over earnings 24.04.2025 10:43
Hectic and unpredictable, the Trump show continues. Sentiment is fragile, pressure on equities and the USD remains tight, crude oilās positive momentum is hit by lower IMF growth forecasts and nothing is less certain for company earnings: the earnings season is shadowed by tariff uncertainty as well. Gold remains the ultimate hedge to trade shenanigans while the European assets and the euro attrac...
How to value a company? 23.04.2025 10:08
Valuing a company doesnāt have to be rocket science. While complex models like DCF and enterprise value exist, most investors turn to one powerful tool: the Price-to-Earnings (PE) ratio. In this episode, we break down what the PE ratio really tells you, why it matters, and how it can help spot growth vs. value stocks ā with real examples like Tesla, Nvidia, and NestlĆ©. Youāll learn how PE ratios c...
How bond yields impact equities and FX pricing? 22.04.2025 9:53
Bonds arenāt just for fixed-income geeks ā theyāre the heartbeat of global markets. In this episode, we dive deep into bond yields and the yield curve, exploring how they shape everything from equity valuations to FX trends and central bank policy transmission. Whether youāre trading stocks, watching the Fed, or just wondering why markets react so strongly to rate moves, this is your must-watch ex...
The cage match between Trump and Powell 18.04.2025 10:25
A few pieces of good news helped calm investorsā nerves before the Easter break. First, Donald Trump said yesterday that the US and Japan made ābig progressā in trade negotiations. He also said that there could be a deal with the EU, even though Iām reading that the EU is preparing export restrictions toward the US, provided that the first round of talks didnāt result in anything other than frustr...
Altcoin Bust? | Crypto Talk 17.04.2025 10:09
Similar to FTX and Luna another Altcoin went bust, but what are the implications on the markets? 00:00 Intro 00:24 Preview 00:52 Mantra 03:29 Bitcoin 04:56 Ethereum 07:21 Solana 07:59 Charts 09:41 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...
Powell doesn't want to cut rates, but the ECB probably will! 17.04.2025 10:43
Yesterday was yet another ugly day of trading, especially for the US and the technology companies. The Federal Reserve (Fed) President warned that the tariffs were significantly higher than they thought, that they could soften employment and boost inflation, that inflation could stick around longer than they thought, that they donāt know how long the impacts will flow through the economy and how t...
US-China trade war spreads beyond tariffs, Nvidia left in crossfire 16.04.2025 11:06
The US trade negotiations between the US and the EU arenāt going well, China doesnāt even want to talk. Both US and China now deploy measures other than tariffs to fight each other as Nvidia and Boeing are left in the crossfire. China announced that they will not buy Boeing and Trump administration decided to restrict the export of Nvidiaās H20 chips to China. ASML reported weaker than expected or...
Is gold too expensive to buy? 15.04.2025 10:49
Markets kicked off the week on a positive note on relief regarding the consumer electronics tariffs ā that will not be exempt but will be part of a different ātariff bucketā (20% instead of 145% for those made in China). Then, there was some relief for auto and part makers, as well. As such, the European stocks rallied 2.70% on partial rollback of the tariffs, the US stocks kicked off the week hig...
Fragile optimism on tariff roller coaster into thin holiday trading 14.04.2025 10:42
The new week starts on relief that the US will exempt electronics ā most of which are made in China ā from headline tariffs. Futures are hinting at strong gains across the US and European indices. Hon Hai ā a major Apple supplier jump opened in Asia, but is giving back gains since then as Donald Trump said Sunday that the tech sector wonāt be exempt from tariffs, they will be in a different tariff...
Markets jump as Trump announced 90-day pause to tariffs! 10.04.2025 10:56
The red line was the sovereign bond markets. It was the flash selloff in US Treasuries over the past few days that finally made Donald Trump take a step back from his tariff strategy. Equities rebound by big chunks, treasury yields are down, the US dollar and oil recover but I wouldnāt pop the champagne just yet. Weāve already seen how the uncertainty alone has hit businesses. Delta Airlines lower...
Global markets battered as US tariffs go live 10.04.2025 10:41
Hopes of seeing Donald Trump roll back tariffs before they go live were dashed this morningāalong with sentiment across global financial markets. The Nikkei is down more than 2%, a Bloomberg index tracking Asian currencies fell to a record low, and European and US futures hint at another very, very ugly trading session, with losses between 2ā4% at the time of writing. I wonāt say much about yester...
Buckle up, it's chaos time | Crypto Talk | Swissquote 09.04.2025 8:37
The entire world is holding its breath due to the tariff wars, what's Bitcoin going to do?
Recessions, market bank tools to fight them & markets 09.04.2025 10:54
Recession fears are risingābut does that really mean the market is doomed? Not quite. In this episode, we explore how the central banks respond to economic and financial crisis, how financial markets overcome periods of weakness and recession, and why bad news are often perceived as good news by investors. Listen to find out more!
The ādumbest trade warā of history 08.04.2025 11:07
Monday was rough across global financial markets. Mood is better this morning but intraday volatility is at levels not seen since the Covid-era selloff as weāre facing an avalanche of headlines: whoās ready to negotiate, whoās not, what did Trump say, what did he mean⦠itās nearly impossible to predict the next move. US Senator Elizabeth Warren called it the ādumbest trade warā in history, pointin...
Keep calm: selloff brings opportunity 07.04.2025 10:56
Last week marked the beginning of a historical market selloff. The selloff on Friday accelerated after China said that they would respond to the US tariffs with 34% tariff on American imports on their own. Europeans warned that āwhen elephants fight, grass tremblesā¦ā to say that retaliation smells stronger than negotiation, right now. Equities and crude oil plunge, gold is also giving signs of exh...
Prisonerās dilemma. | MarketTalk: Whatās up today? 04.04.2025 11:16
Yesterday saw the worst selloff since pandemic. Equities tumbled, US dollar tanked, treasury yields melted, and crude oil dived. The tariff chaos will likely help the euro end the week above the 1.10 mark and sterling above 1.30 against the US dollar. And gains could be sustainable as nations look willing to retaliate. More interestingly, parallels with pandemic-era supply chain disruptions become...
US tariffs are worse than expected. Equities and USD drop, safe havens surge | MarketTalk: Whatās up today? 03.04.2025 10:18
Trumpās tariff announcement was worse than expected. The market reaction to the tariff announcement is strongly negative. The pricing in currency markets suggests rising retaliation bets to the US tariffs. The US dollar eased to the lowest level since Trump entered the White House, the lowest levels this year and the lowest levels since mid October. The tariff announcement sent Cable directly up a...
What's up with ETH? | Crypto Talk 02.04.2025 8:29
ETH is pronounced dead my multiple analysts and investor, but what's the truth? 00:00 Intro 00:21 Preview 00:40 Bitcoin 03:54 Ethereum 05:35 Solana 06:20 Charts 08:02 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 ____...
Happy Liberation Day! | MarketTalk: Whatās up today? 02.04.2025 11:18
The much-expected US tariffs will be announced in a few hours and they will take immediate effect, according to the latest news. Yesterdayās ISM data confirmed that the US manufacturing activity slowed, new orders tanked, employment softened while the prices-paid showed a steep jump ā steeper than expected by analysts. The unideal data didnāt trigger a further selloff in US equities, however. On t...
Gold extends record as investors seek place to hide into Liberation Day | MarketTalk: Whatās up today? 01.04.2025 11:12
March is over, the pain is probably not. Global equity markets kicked off the week on a negative note ahead of the so-called Liberation Day, April 2nd, the day the Trump administration will reveal the reciprocal tariffs to the rest of the world. Based on the strategy adopted by the White House since the beginning of Trumpās second term, tomorrowās announcement will likely by exaggerated, overdone,...
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