logo
episode-header-image
Jul 2022
10m 59s

Tighter ECB may not reverse the euro wea...

Swissquote
About this episode
The European Central Bank (ECB) rose its three policy rates by 50bp at yesterday’s monetary policy meeting, versus 25bp expected by analysts. One of the major highlights of yesterday’s ECB decision was the anti-fragmentation tool, TPI, transmission protection instrument. The name is fancy but what it could do to help the ECB is unsure for now, as t ... Show More
Up next
Feb 2023
Bets that US rates will peak at 6% weigh on sentiment
US stocks failed to keep up with the European optimism on the back of rising bets that the Federal Reserve (Fed) could hike the interest rates to 6%. In fact, option traders are piling into bets that the US rates could peak at 6%. Plus, the surprise 50bp hike from Mexico’s Banxic ... Show More
10m 33s
Feb 2023
Bard’s gaffe costs Google more than $100bn!
US equities fell yesterday on the back of two important factors: hawkish comments from the Federal Reserve (Fed) members, and the unexpected surge in the American used car prices. The S&P500 fell more than 1%, while Nasdaq slid around 1.80%. Inside Nasdaq, Google had a particular ... Show More
10m 46s
Feb 2023
Another hawkish speech from Powell goes unheard!
Another hawkish speech from the Federal Reserve (Fed) Chair Jerome Powell turned into a risk rally yesterday. Equities gained, and the bond yields fell. Yet, yesterday’s speech from the Fed Chair Powell was hawkish. He said that the Fed may hike the rates more than what’s priced ... Show More
11m 4s
Recommended Episodes
May 2024
How high is too high?! | MarketTalk: What’s up today? | Swissquote
Equity bulls around the globe celebrated in style the softer-than-expected US CPI data last week. The global equity rally was further juiced by the expectation that a softer inflation in the US would not only allow the Federal Reserve (Fed) to start cutting the rates this year, b ... Show More
10m 31s
Mar 2024
The S&P500 couldn’t care less about hotter inflation… | MarketTalk: What’s up today? | Swissquote
Inflation in the US accelerated, not only in terms of monthly headline figure but everywhere, both core and headline, and both yearly and monthly figures came in hotter-than-expected. US yields and dollar rose, gold fell, but the S&P500 gained! Elsewhere, sterling fell against th ... Show More
10m 10s
Mar 2024
Strong risk appetite boost meme stock trading | MarketTalk: What’s up today? | Swissquote
Yesterday was a strong day in terms of meme trading and speculation; Donald Trump’s Truth Social flew with its own wings for the first time yesterday and rose up to 60% under the ticker DJT before settling 16% higher at the end of the session, Reddit also saw some nice intraday v ... Show More
10m 37s
Jan 2024
Say something hawkish I am giving up on you… | MarketTalk: What’s up today? | Swissquote
Friday’s economic data was yet another proof of the diverging fortunes between the US economy and the rest of the developed world. In the morning, the UK announced that its retail sales slumped for the second straight year, fueling the worries of a mild recession in the UK this y ... Show More
10m 34s
Mar 2023
MM105: What just happened to Credit Suisse and should you be worried?
In this episode, we focus on the Swiss firm Credit Suisse after their shares fell over 30% on Wednesday this week.  In fact, the headline of the Daily Telegraph, a major news publication in the UK read, "Swiss bank crash stokes fears of a new global crisis as UK officials scrambl ... Show More
42m 2s
Jun 2024
E&CB – Elections & Central Banks
In this week’s CIO Weekly Investment Outlook podcast, the Private Bank’s Chief Investment Officer in APAC, Stefanie Holtze-Jen, discusses softer U.S. GDP data, EU inflation and central bank signals in the U.S., EU, Japan, India and China.In the U.S., nonfarm payroll data will be ... Show More
13m 16s
Apr 2024
The moral of the story: high expectations are hard to beat | MarketTalk: What’s up today? | Swissquote
Meta fell 15% in the afterhours trading despite earnings beat as investors didn’t like the weaker-than-expected revenue forecast for the current quarter and even less the news that the company will be spending more money to improve its AI capabilities. Tesla jumped 12% regardless ... Show More
10m 13s
May 2024
All eyes on U.S. economic data
In this week's Investment Outlook podcast, Deepak Puri, our Chief Investment Officer for the Americas, summarises the market developments and says: “After a disappointing April, May started on a stronger footing – much of this is due to the Fed meeting on May 1st."As the first qu ... Show More
11m 14s
Feb 2024
More jobs, no early cuts
In this episode of the CIO Weekly Investment Outlook podcast, Dirk Steffen, Global Chief Investment Strategist and CIO EMEA talks about earnings with a focus on the Magnificent Seven and highlights that investments related to AI have shown to be validated across several earnings ... Show More
11m 1s