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US jobs data was not *that* strong!

2026-02-1210:19

The U.S jobs report for January shocked markets with 130K new nonfarm jobs, a tick lower unemployment rate, and wages steady at 3.7%. On the surface, it looks strong — but the reality is more nuanced. Most gains came from healthcare, social assistance, and construction, while sectors like federal government and financials lost jobs. Some analysts warn that BLS seasonal adjustments may overstate true growth, which could be closer to 40–50K. Markets reacted hawkishly — yields and the dollar jumped, equity futures dipped, and AI fears drove further volatility in tech and real estate stocks. But the verdict is not clear: all eyes now turn to Friday’s CPI release, which could shift expectations on Fed rate cuts and influence the next leg of the US stock rally. Listen to find out more! Ipek Ozkardeskaya has begun her financial career in 2010 in the structured products desk of the Swiss Banque Cantonale Vaudoise. She worked at HSBC Private Bank in Geneva in relation to high and ultra-high net worth clients. In 2012, she started as FX Strategist at Swissquote Bank. She worked as a Senior Market Analyst in London Capital Group in London and in Shanghai. She returned to Swissquote Bank as Senior Analyst in 2020, and launched her own website ipekScope.com in 2025.

USD cheapens as soft data fuels dovish Fed bets

2026-02-1110:03

The US dollar slid further as December retail sales showed no growth, raising fresh concerns about the strength of American consumers. Markets are now pricing in earlier Fed easing, with US 2-year yields falling to multi-year lows and the dollar weakening. This shift fuels a rotation from Big Tech to smaller, more domestic-focused stocks. While AI investments remain a major growth driver, rising debt and valuation questions are emerging for the tech giants. All eyes are on today’s US jobs report. Softer-than-expected numbers could reinforce dovish Fed bets, further supporting equities rotation, while stronger data may delay easing but won’t erase underlying weakness in Main Street. Listen to find out more! Ipek Ozkardeskaya has begun her financial career in 2010 in the structured products desk of the Swiss Banque Cantonale Vaudoise. She worked at HSBC Private Bank in Geneva in relation to high and ultra-high net worth clients. In 2012, she started as FX Strategist at Swissquote Bank. She worked as a Senior Market Analyst in London Capital Group in London and in Shanghai. She returned to Swissquote Bank as Senior Analyst in 2020, and launched her own website ipekScope.com in 2025.

Cheap USD boosts earnings, but not where appetite is!

2026-02-1010:40

The US dollar started the week on a soft note, giving major currencies and risk assets some breathing room after recent stress in tech and metals. But don’t get too comfortable — concerns around AI spending, lofty valuations and crowded positioning are keeping investors selective rather than fully bullish. Whether the dollar’s slide continues will hinge on this week’s data. Retail sales today, jobs on Wednesday, and inflation on Friday will either confirm expectations of a more patient Fed — or reverse recent losses, putting pressure back on markets. For now, a weaker dollar is helping stabilize equities and easing financial conditions at the margin. But with AI worries still lurking, investors are watching carefully to see if risk appetite can hold its ground. Listen to find out more! Ipek Ozkardeskaya has begun her financial career in 2010 in the structured products desk of the Swiss Banque Cantonale Vaudoise. She worked at HSBC Private Bank in Geneva in relation to high and ultra-high net worth clients. In 2012, she started as FX Strategist at Swissquote Bank. She worked as a Senior Market Analyst in London Capital Group in London and in Shanghai. She returned to Swissquote Bank as Senior Analyst in 2020, and launched her own website ipekScope.com in 2025.

Takaichi’s strong win boosts tech stocks, but...

2026-02-0910:10

The week starts with an energy boost for technology stocks as Sanae Takaichi scores a landslide victory in the weekend elections, meaning that Japan will spend – and it will spend big on defence and technology particularly. So markets are looking to extend Friday’s rebound, the US dollar is under pressure, gold, silver and Bitcoin are better bid. But the fundamental questions around AI and huge spending remain a dark spot amid optimism and limit upside potential Listen to find out more! Ipek Ozkardeskaya has begun her financial career in 2010 in the structured products desk of the Swiss Banque Cantonale Vaudoise. She worked at HSBC Private Bank in Geneva in relation to high and ultra-high net worth clients. In 2012, she started as FX Strategist at Swissquote Bank. She worked as a Senior Market Analyst in London Capital Group in London and in Shanghai. She returned to Swissquote Bank as Senior Analyst in 2020, and launched her own website ipekScope.com in 2025.

Bitcoin falls non stop 😱 | Crypto Talk

2026-02-0607:26

What is up with Bitcoin and why does it keep on falling? Will we see a V recovery or keep on falling lower? 00:00 Intro 00:24 Disclaimer 00:28 Preview 00:39 Bitcoin 06:08 Ethereum 06:36 Solana 07:06 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 Inspire: explore our articles, analyses, webinars and exclusive content: https://www.swissquote.com/private/inspire _____ 👉 Discover Swissquote’s culture and join a company that values innovation, diversity and team spirit: https://www.swissquote.com/en/careers

How far can you push innovation in banking? | Unlocked

2026-02-0637:56

In this episode of UNLOCKED, we sat down with Arjeta, Head of Product Strategy at Swissquote, to explore what innovation really means inside a regulated bank. 🎙️ From her early investing mistakes to leading product strategy at one of Switzerland’s leading digital banks, Arjeta shares how her personal journey shaped her approach to building client-focused solutions. 🚀 We also discuss the role of AI at Swissquote, the thinking behind recently launched features, and how innovation in banking is not about breaking the rules, but about finding smarter ways to serve clients while protecting their money and data. 📊 Finally, we unpack what it truly takes to push boundaries in finance while keeping trust at the center of every decision. 👉 Discover our AI solutions: https://swq.ch/4kEKZBT _____ 👉 Discover our brand and philosophy: https://www.swissquote.com/en/group _____ 👉 Deepen your trading and investing knowledge with Swissquote Inspire: explore our articles, analyses, webinars and exclusive content: https://www.swissquote.com/private/inspire _____ 👉 Discover Swissquote’s culture and join a company that values innovation, diversity and team spirit: https://www.swissquote.com/en/careers

Tech selloff continues, as metals, Bitcoin wobble

2026-02-0610:25

Big Tech is back in the spotlight! Amazon’s $200B AI and infrastructure spending plan sparked an 11% after-hours tumble. Nasdaq futures are down, the USD steadies after a soft Asia session, and the yen hovers just below 157 ahead of Japan’s snap election. Gold and silver are bouncing, Bitcoin slipped below $60K, and FX and equities are dancing to a cautious tune. We’re coming toward the end of a hectic week, with fears surrounding AI and precious metals still very much alive! Listen to find out more! Ipek Ozkardeskaya has begun her financial career in 2010 in the structured products desk of the Swiss Banque Cantonale Vaudoise. She worked at HSBC Private Bank in Geneva in relation to high and ultra-high net worth clients. In 2012, she started as FX Strategist at Swissquote Bank. She worked as a Senior Market Analyst in London Capital Group in London and in Shanghai. She returned to Swissquote Bank as Senior Analyst in 2020, and launched her own website ipekScope.com in 2025.

Tech rout broadens, euro & sterling offered into ECB, BoE verdicts

2026-02-0510:24

Big Tech’s earnings season is delivering record numbers — but the market isn’t impressed. Their spending plans spook investors that scream: “Stop spending.” This tension is now the defining theme of the AI trade. Tech giants argue they must invest to meet soaring demand and AI-fueled computing needs, while investors are drawing the line. Even stellar earnings can’t always keep stocks aloft if the market fears overextension. Elsewhere, the gold and silver are under pressure again while the euro and sterling are losing ground versus a broadly bid Us dollar in the ECB and BoE meetings. Listen to find out more! Ipek Ozkardeskaya has begun her financial career in 2010 in the structured products desk of the Swiss Banque Cantonale Vaudoise. She worked at HSBC Private Bank in Geneva in relation to high and ultra-high net worth clients. In 2012, she started as FX Strategist at Swissquote Bank. She worked as a Senior Market Analyst in London Capital Group in London and in Shanghai. She returned to Swissquote Bank as Senior Analyst in 2020, and launched her own website ipekScope.com in 2025.

Software selloff, Iran tensions push gold back above $5000

2026-02-0409:48

The relief in metals faded fast as Anthropic unveiled a new AI tool aimed at automating legal and research work, triggering a brutal selloff in software and data providers. Broader tech felt the heat too! AMD reported strong earnings after the bell, yet shares dropped 8% in afterhours, highlighting how the market is reassessing AI upside and pricing. Meanwhile, geopolitical tensions between the US and Iran pushed crude higher, gold back above $5’000/oz, and silver is recovering too. But with volatile gold, waning appetite for US bonds and the falling yen, safe-haven assets remain limited... Listen to find out more! Ipek Ozkardeskaya has begun her financial career in 2010 in the structured products desk of the Swiss Banque Cantonale Vaudoise. She worked at HSBC Private Bank in Geneva in relation to high and ultra-high net worth clients. In 2012, she started as FX Strategist at Swissquote Bank. She worked as a Senior Market Analyst in London Capital Group in London and in Shanghai. She returned to Swissquote Bank as Senior Analyst in 2020, and launched her own website ipekScope.com in 2025.

Metals rebound, risk appetite improves

2026-02-0310:06

Gold and silver are in free fall, Asia is selling, and leveraged positions are getting flushed faster than I can finish my sentence. Silver, which raced ahead of gold on the rally, is now leading the correction, while gold tests key technical support levels. But this isn’t just about metals — the US dollar is rebounding, yields are shifting, and markets are grappling with what comes next from the Fed. Speculation over the next Fed chair and potential balance-sheet reductions is adding pressure across equities, FX, and bonds. Risk-off sentiment dominates, even as rate expectations fluctuate and central-bank divergences offer trading opportunities. With a packed earnings week ahead — Palantir, Disney, AMD, Google, Qualcomm, and Amazon — investors are watching not just results, but where growth really comes from. In a week like this, positioning may matter more than fundamentals, and even “safe havens” aren’t safe anymore. Listen to find out more! Ipek Ozkardeskaya has begun her financial career in 2010 in the structured products desk of the Swiss Banque Cantonale Vaudoise. She worked at HSBC Private Bank in Geneva in relation to high and ultra-high net worth clients. In 2012, she started as FX Strategist at Swissquote Bank. She worked as a Senior Market Analyst in London Capital Group in London and in Shanghai. She returned to Swissquote Bank as Senior Analyst in 2020, and launched her own website ipekScope.com in 2025.

Gold, Silver continue sharp decline, US dollar stabilizes after Friday’s rebound

2026-02-0210:22

Sharp Correction in Gold, Silver - Opportunity?

2026-01-3010:51

Metals stole the show this week, delivering wild swings that left traders dizzy. Gold surged to fresh highs before an equally brutal selloff erased gains in minutes, with silver and copper following the same volatile script. Speculation, positioning and rising stress indicators all played a role, reminding investors that parabolic rallies rarely move in straight lines. Beyond metals, FX markets are flashing warning signs: the dollar is consolidating near multi-year lows, USDJPY is creeping toward uncomfortable territory for Japanese authorities, and EURUSD is struggling to hold key levels. In equities, rotation remains the dominant theme, with pressure on US tech heavyweights and renewed interest in European and Asian names — particularly defence and semiconductors. Short-term caution meets longer-term conviction — while investors remain well aware that geopolitics could change any narrative at any moment. Listen to find out more! Ipek Ozkardeskaya has begun her financial career in 2010 in the structured products desk of the Swiss Banque Cantonale Vaudoise. She worked at HSBC Private Bank in Geneva in relation to high and ultra-high net worth clients. In 2012, she started as FX Strategist at Swissquote Bank. She worked as a Senior Market Analyst in London Capital Group in London and in Shanghai. She returned to Swissquote Bank as Senior Analyst in 2020, and launched her own website ipekScope.com in 2025.

Gold on the up, Bitcoin on the down? | Crypto Talk

2026-01-2909:10

Precious metals are going through the roof while Bitcoin is stagnating. What's the story for the digital gold? 00:00 Intro 00:25 Disclaimer 00:29 Preview 00:38 Bitcoin 05:12 Ripple 07:17 Avalanche 08:50 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 Inspire: explore our articles, analyses, webinars and exclusive content: https://www.swissquote.com/private/inspire _____ 👉 Discover Swissquote’s culture and join a company that values innovation, diversity and team spirit: https://www.swissquote.com/en/careers

Markets react to Fed & Big Tech Earnings

2026-01-2910:40

The Fed maintained rates unchanged at yesterday’s decision and Chair Powell spoke of “clear improvement” in the US outlook and a ‘steadying’ job market, hinting that the rate cuts are not on the menu for a few more months. But we know that AI investment is what’s driving a part of the economic strength and it’s not necessarily creating jobs – on a net basis. Speaking of which, Meta, Microsoft and Tesla reported earnings after the bell. All pledged to invest more in AI. But the market reaction was not the same for all! Listen to find out more! Ipek Ozkardeskaya has begun her financial career in 2010 in the structured products desk of the Swiss Banque Cantonale Vaudoise. She worked at HSBC Private Bank in Geneva in relation to high and ultra-high net worth clients. In 2012, she started as FX Strategist at Swissquote Bank. She worked as a Senior Market Analyst in London Capital Group in London and in Shanghai. She returned to Swissquote Bank as Senior Analyst in 2020, and launched her own website ipekScope.com in 2025.

Up, up and away... from the US

2026-01-2809:42

The US dollar is sliding, gold and silver are climbing, and global markets are quietly learning to look elsewhere. Trade deals with India, Mercosur and China are showing that allies and investors alike are diversifying away from the US, while European and Asian equities shrug off tariff threats. On the Fed front, Jerome Powell sticks to the data, ignoring the political chatter outside the Fed’s doors, but precious metals are paying close attention. In equities, mood is great this morning, especially across tech. ASML surprised with record bookings, signaling robust demand for EUV chip machines, while US Big Tech gears up for a busy earnings session. From Kospi highs to European defence spending and early signs of home-grown tech alternatives, the world is moving — up, up, and away from old dependencies. Listen to find out more! Ipek Ozkardeskaya has begun her financial career in 2010 in the structured products desk of the Swiss Banque Cantonale Vaudoise. She worked at HSBC Private Bank in Geneva in relation to high and ultra-high net worth clients. In 2012, she started as FX Strategist at Swissquote Bank. She worked as a Senior Market Analyst in London Capital Group in London and in Shanghai. She returned to Swissquote Bank as Senior Analyst in 2020, and launched her own website ipekScope.com in 2025.

Metals and Chips

2026-01-2709:57

Monday started calm for US and European equities, but precious metals continue to shine — swinging between speculative frenzy and solid fundamentals. Volatility is high, hinting at a possible pullback, yet US debt, a politically boxed-in Fed, and a weakening dollar keep the long-term outlook for gold and silver bullish. Meanwhile, AI headlines flow in before earnings. One year after DeepSeek’s launch reignited fears of cheaper Chinese rivals, US tech leaders remain strong while China’s AI rally continues. Investors are getting more selective, though, watching overspending, leverage and circular AI financing. Nvidia? Not even worried as it announces fresh investment in CoreWeave! Listen to find out more! Ipek Ozkardeskaya has begun her financial career in 2010 in the structured products desk of the Swiss Banque Cantonale Vaudoise. She worked at HSBC Private Bank in Geneva in relation to high and ultra-high net worth clients. In 2012, she started as FX Strategist at Swissquote Bank. She worked as a Senior Market Analyst in London Capital Group in London and in Shanghai. She returned to Swissquote Bank as Senior Analyst in 2020, and launched her own website ipekScope.com in 2025.

Gold spikes past $5’000, silver past $100!

2026-01-2610:10

Gold spikes past $5’000 per ounce, silver past $100. Markets are sending a clear message: investors are nervous. Even without fresh geopolitical shocks, capital is flowing into precious metals, signaling that stress is far from over. Equities staged a tentative rebound, but it’s fragile, leaving the question: where will the next shock hit? This week’s busy calendar — central-bank decisions, big corporate earnings — could shift sentiment, but for how long? The valuations are high, worries are steadily mounting regarding the AI deals and returns and there is no margin for further disillusion. Listen to find out more! Ipek Ozkardeskaya has begun her financial career in 2010 in the structured products desk of the Swiss Banque Cantonale Vaudoise. She worked at HSBC Private Bank in Geneva in relation to high and ultra-high net worth clients. In 2012, she started as FX Strategist at Swissquote Bank. She worked as a Senior Market Analyst in London Capital Group in London and in Shanghai. She returned to Swissquote Bank as Senior Analyst in 2020, and launched her own website ipekScope.com in 2025.

Persistent gains in gold warn that risk appetite hardly returns

2026-01-2310:29

Gold just went berserk — blasting past $4,950 while risk appetite stubbornly refuses to show up. Equities tried to rally, tech stocks flirted with gains, but investors are still biting their nails. Inflation, global jitters, and central bank caution are keeping everyone on edge… and that’s why gold is shining brighter than ever. On the tech side, the memory chip makes amass capital but their valuations look stretched too. And in the sovereign bonds space, the JGB selling may be cooling but the numbers do not add up! Listen to find out more! Ipek Ozkardeskaya has begun her financial career in 2010 in the structured products desk of the Swiss Banque Cantonale Vaudoise. She worked at HSBC Private Bank in Geneva in relation to high and ultra-high net worth clients. In 2012, she started as FX Strategist at Swissquote Bank. She worked as a Senior Market Analyst in London Capital Group in London and in Shanghai. She returned to Swissquote Bank as Senior Analyst in 2020, and launched her own website ipekScope.com in 2025.

TACO V2.0

2026-01-2210:21

The US President spoke at Davos yesterday, and Greenland remarks didn’t spark the chaos many expected. Markets shrugged and bounced — a classic example of “TACO trade”. US tech led the gains, with Nvidia jumping after CEO Jensen Huang said scaling AI infrastructure will take trillions in investment. Disco Corp surged, and South Korea’s Kospi hit fresh highs. Gold dipped slightly but remained firm, showing that skepticism is still alive. Listen to find out more! Ipek Ozkardeskaya has begun her financial career in 2010 in the structured products desk of the Swiss Banque Cantonale Vaudoise. She worked at HSBC Private Bank in Geneva in relation to high and ultra-high net worth clients. In 2012, she started as FX Strategist at Swissquote Bank. She worked as a Senior Market Analyst in London Capital Group in London and in Shanghai. She returned to Swissquote Bank as Senior Analyst in 2020, and launched her own website ipekScope.com in 2025.

Welcome to Davos!

2026-01-2110:02

Markets are shaken by a potent mix of geopolitics and bond market stress. Rising tensions between the US and Europe over Greenland collide with a sharp selloff in Japanese government bonds, sending shockwaves across global assets. Yields rise, volatility returns and investors are forced to rethink what still qualifies as a safe haven. The Greenland discussions will be in focus today, as US President Donald Trump heads to Davos. The only certainly is uncertainty. And you can feel the stress by looking at gold price – at a fresh record high above $4870 per ounce! Listen to find out more! Ipek Ozkardeskaya has begun her financial career in 2010 in the structured products desk of the Swiss Banque Cantonale Vaudoise. She worked at HSBC Private Bank in Geneva in relation to high and ultra-high net worth clients. In 2012, she started as FX Strategist at Swissquote Bank. She worked as a Senior Market Analyst in London Capital Group in London and in Shanghai. She returned to Swissquote Bank as Senior Analyst in 2020, and launched her own website ipekScope.com in 2025.

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🇬🇧 Stay ahead of the markets with Swissquote