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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Latest episode
Jul 10, 2026
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Episodes
Cautious market Rebound amid volatility in bonds, crypto 02.12.2025 10:07
Markets rebounded cautiously today after a volatile start to the month. Japanese government bond yields surged to multi-decade highs following hints from BoJ Governor Ueda of a potential rate hike, triggering declines in equities and Bitcoin, while gold and silver advanced. The 10-year JGB auction performed well, stabilizing the bond market, while US 10-year yields remain near 4% and the USDJPY is...
Japanese risks are mounting! 01.12.2025 9:42
Markets returned from the Thanksgiving break in a cautious mood, but attention quickly shifted to developments in Japan. Bank of Japan Governor Kazuo Ueda indicated that the central bank is evaluating the potential adjustment of policy rates, emphasizing that any change would constitute a modification to the current degree of easing. The announcement triggered immediate market reactions. The Nikke...
Dead Cat Bounce for Bitcoin? | Crypto Talk 28.11.2025 7:58
Is the cat bouncing towards an ATH or just luring us into a bear trap? 00:00 Intro 00:224 Disclaimer 00:29 Preview 00:39 Bitcoin 03:58 Ethereum 04:28 Blackrock 05:28 Charts 07:37 Subscribe & Good bye #crypto #cryptonews #cryptotrading #swissquote _____ 👉 Discover our brand and philosophy: https://www.swissquote.com/en/group _____ 👉 Deepen your trading and investing knowledge with Swissquote Insp...
What Happens Now That the Fed Is the Only Pillar for Bulls? 28.11.2025 10:11
With the US on holiday, market activity has slowed, leaving investors to digest a strong month of earnings. The S&P 500 delivered 13.4% growth, led by healthcare, financials, consumer discretionary, and technology. Big Tech, including Nvidia, posted better-than-expected results, but concerns over cash flow, inventories and AI deal circularity weighed on sentiment. The Fed’s recent dovish signals h...
Relief into Thanksgiving but... 28.11.2025 9:25
Markets remained calm ahead of Thanksgiving, with US equities extending gains and yields continuing to decline. The 2-year Treasury yield, which reflects expectations for December Fed policy, fell to 3.45%, pricing in a 25bp rate cut with more than 80% probability. Adding to dovish sentiment, Kevin Hassett has emerged as a potential next Fed Chair. Known for his pro-deregulation stance and crypto-...
Google vs Nvidia 26.11.2025 11:02
The AI battlefield heats up: Google storms back with Gemini 3 and TPUs, challenging Nvidia’s dominance as inference costs soar and Big Tech looks for cheaper, faster alternatives. Nvidia faces scrutiny over its latest earnings and growing inventories, while Meta’s AI investments raise questions about its business model. Alibaba surprises with strong cloud growth, and Amazon could benefit from robo...
Sharp mood swings is not a good sign! 25.11.2025 9:45
Sharp mood swings are not a good sign | MarketTalk: What’s up today? Markets are on edge as December Fed rate-cut expectations climb past 80%, and every word from the central bank now moves markets. Short-term yields are jittery, risk assets are swinging, and investors are balancing hope with caution. The backdrop is anything but simple: a softening jobs market, inflation still above target, and l...
Fragile optimism 24.11.2025 10:02
Futures are nudging higher this morning as Fed expectations improve slightly, after one official suggested a near-term rate cut could be on the table. But it’s far from guaranteed. Nvidia’s earnings caused a stir — rising inventories and deferred payments signal possible stress, and a chain reaction in tech isn’t out of the question. Meanwhile, Alibaba jumped 5% after Qwen 3 attracted over 10 mill...
From euphoria to drama: what happened yesterday? 21.11.2025 10:00
In just a few hours, the market swung from euphoria to outright drama. Nvidia’s stellar results gave sentiment a quick boost, but it didn’t last long — by the US open, the mood soured as questions about Nvidia’s books, AI fatigue and lingering credit concerns hit the tape. Oracle’s CDS spike, mounting chip inventories, rapidly cycling deferred revenue and a crypto sell-off all fueled a sharp risk-...
From Nvidia to BLS – not quite the same enthusiasm 20.11.2025 10:06
Nvidia just unleashed another blockbuster quarter, blowing past revenue forecasts by roughly $2bn and lifting data-centre income well beyond the $50bn threshold. Add Jensen Huang’s remark that Blackwell demand is “off the charts” and a fresh revenue outlook of $65bn, and you have all the ingredients for a renewed surge in market confidence and a lift across tech benchmarks. Yet the more pressing i...
Happy Nvidia Earnings Day! 19.11.2025 9:46
Tonight’s the night, ladies and gentlemen. Nvidia — the world’s biggest company — is about to lift the curtain on earnings, and my crystal ball is humming. Will they smash that $55 billion revenue expectation and drop another 73%-gross-margin mic on the table? Probably. Will Jensen Huang appear in a leather jacket and casually remind us that China doesn’t even matter to his forecast anymore? Also...
Where are the bad-news buyers? 18.11.2025 10:03
Markets are wobbling as slowing global growth, rising debt, and fading AI enthusiasm collide. Japan just posted its first GDP contraction in over a year, China’s property crisis refuses to fade, and European growth remains sluggish. Even Switzerland isn’t spared. Meanwhile, the bullish catalysts that powered markets all year — AI euphoria, massive government spending, and hopes of a dovish Fed — a...
When no where feels safe enough... 17.11.2025 9:51
Markets are on edge. Last week, dip-buyers pushed the S&P500 above its 50-DMA, while Nasdaq futures are hoping Nvidia will deliver results strong enough to scare the bears. Jensen Huang sounds so confident, it’s almost theatrical. Meanwhile, Fed cut expectations have softened, but Thursday’s jobs data could swing sentiment back toward dovish territory—or not. Add in US and European data, plus corp...
Is it the point when the market cracks, or bulls push even harder? 14.11.2025 10:02
Michael Burry is pulling the plug on his funds after years spent arguing that valuations had drifted far beyond reason. And his departure lands at a tense moment: tech is finally wobbling, short bets are climbing and investors are waking up to the fact that the Fed will make its December call without the full set of data. Yields look poised to climb, nerves are tightening and markets that once flo...
Uniswap pumping! | Crypto Talk 13.11.2025 8:15
The entire market is unsure as to what's going to happen, but Uniswap is showing solid strenght thanks to new tokenomics 00:00 Intro 00:22 Disclaimer 00:27 Preview 00:50 Bitcoin 03:25 Ethereum 04:32 Uniswap 05:37 Charts 07:54 Subscribe & Good bye #crypto #cryptonews #cryptotrading #swissquote _____ 👉 Discover our brand and philosophy: https://www.swissquote.com/en/group _____ 👉 Deepen your tradi...
What’s next is anybody’s guess! 13.11.2025 10:33
Optimism extends to a fourth session as the US government shutdown ends and AI news drives gains. AMD jumped 9% after forecasting accelerating sales growth, while Cisco beat estimates and raised guidance, highlighting AI-driven hardware and infrastructure demand. Yet, the broader question remains: when will corporate AI spending translate into end-user revenue? Is this a bubble? What about the Fed...
Is US politics or AI pullback a bigger risk? 12.11.2025 10:06
Markets cheered the end of the 41-day US government shutdown — not even the news that SoftBank sold its entire Nvidia stake could spoil the mood. Investors are betting that softer economic data will justify another Fed rate cut in December, keeping AI investments affordable and valuations high. In Europe, stocks hit fresh records, with luxury and Swiss names leading gains on tariff optimism. But b...
Sentiment is everything! 11.11.2025 9:49
Sentiment is everything. Last week, strong US earnings couldn’t lift stocks — even lower yields failed to spark appetite. This week, things flipped: TSMC’s slowing sales didn’t stop its shares from rising, Nvidia jumped nearly 6%, and the S& 500 rallied 1.5%. It’s not about data — it’s about mood. Investors are reading headlines through the lens of US political drama, data drought and Fed uncertai...
Markets rebound on idea that US shutdown could soon end - and Huang’s thirst for more chips 10.11.2025 10:29
Markets are finally taking a breather on hope that the US government shutdown may be nearing an end and on Jensen Huang’s request to TSMC for bigger supplies. On the backstage, SOFR tumbled last week as mountains of cash in money-market funds chase too few Treasuries. S&P and Nasdaq futures bounce and tech stars like TSMC, SK Hynix and SoftBank rebound in Asia. Meanwhile, Chinese inflation surpris...
What a misstep from OpenAI! 07.11.2025 10:34
Big Tech under pressure as Tesla’s trillion-dollar pay package shocks investors and OpenAI asks the US government for $1T guarantees — all while job cuts soar to 2003 levels. Markets are reeling as the Korean Kospi is preparing to print its worst performance since November last year and SoftBank drags the Nikkei lower. The dollar slides, oil dives below $60 and gold tries to hold the line near $4’...
BTC under 100k?! | Crypto Talk | Swissquote 06.11.2025 9:11
There's a crisis going on in crypto and BTC might just break 100k USD to the DOWNSIDE! 00:00 Intro 00:23 Disclaimer 00:27 Preview 00:36 Bitcoin 02:43 Chainlink 03:18 Charts 06:00 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 -------- Follow our...
Overheated, overhyped… but probably not over 05.11.2025 14:02
Markets took a beating — and for familiar reasons: overstretched tech valuations, an ultra-narrow rally and the eerie déjà vu of dot-com bubble talk. Add fading Fed rate-cut hopes, patchy US data, and rising volatility, and you’ve got a recipe for nerves. But is this really the start of a 10–20% correction… or just another pause before new highs? From Palantir’s record results triggering a selloff...
AI euphoria masks a softer market pulse 04.11.2025 13:58
Global markets kicked off the week on a positive note, driven by fresh AI momentum. Nvidia rallied after announcing chip sales to South Korean firms, while Amazon hit a record high on a $38bn OpenAI deal. Tech gains extended despite rising concerns over the circularity of AI partnerships. European carmakers advanced as China eased Nexperia chip export curbs, while weak US ISM data capped broader g...
Crude oil jumps on OPEC, Korean tech... on Nvidia 03.11.2025 13:14
Markets ended last week with slowing momentum after the Fed cast doubt on a December cut and Big Tech’s earnings failed to lift sentiment. Still, corporate results remain solid, with S&P 500 profits up more than 10% year-on-year and energy stocks finding support after Exxon and Chevron’s upbeat reports. Oil also got a boost after OPEC announced it will pause additional supply between January and M...
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