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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, 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 news and crypto trends that matter. About Swissquote: https://swq.ch/48Qf9fN We are Switzerland’s leading bank in online financial services and offer our clients innovative and state-of-the-art solutions to meet their investment needs. Headquartered in Geneva, Switzerland, we have additional offices in Zurich, Luxembourg, London, Cyprus, Dubai, Hong Kong, Malta, Singapore, and Bucharest. Swissquote Group Holding Ltd has been listed on the SIX Swiss Exchange (symbol: SQN) since May 2000 and is regulated by the Swiss Financial Market Supervisory Authority (FINMA). As well as various online trading products - including stocks, bonds, funds derivative products, and cryptocurrencies – Swissquote also provides Forex, Robo-Advisory, and Mortgages solutions. Today, we are proud to deliver our services to + 500’000 clients with access to more than 60 stock exchanges worldwide and can trade over 3 million products through performant and secure platforms.

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Check latest episodes from 🇬🇧 Stay ahead of the markets with Swissquote podcast

AI fights rising long-term yields

2026/10/01

Stronger growth, stronger jobs and softer inflation: US data delivered a Goldilocks combination, but investors struggled to celebrate. Treasury yields climbed, with the US 10-year reaching 5.30%, weighing on the S&P 500 while the Nasdaq 100 held positive. Can AI earnings keep offsetting the pressure from rising yields? Micron delivered another strong earnings beat and upbeat revenue guidance, while HPE raised its networking growth outlook and announced a $1.2bn order from Vultr. Meanwhile, an FTC investigation into OpenAI and Anthropic adds another risk to the AI story. Across Europe, accelerating inflation strengthens expectations of further ECB tightening, yet the euro remains under pressure against the dollar. We also examine why higher Treasury yields create an income cushion for bond investors, and why central bank buying continues to support gold’s longer-term outlook despite short-term pressure. Next up: Friday’s US jobs report. 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.

US jobs, growth, inflation data in focus |

2026/09/30

The AI party is still on, but the foundations are cracking. Oil fell more than 5%, yet long-term US yields kept rising, the dollar strengthened and equities remained under pressure. Weak job openings and consumer confidence offered little comfort as investors grappled with inflation, debt and increasingly expensive borrowing. Attention now turns to US growth, jobs and inflation data. Strong activity could reinforce Fed hike expectations; weaker activity with stubborn inflation would leave markets facing a much less comfortable combination. Then comes Micron. Expectations are enormous, and a strong earnings beat may not be enough: guidance must convince investors that exceptional demand, pricing power and margins can last. Solid results could keep AI stocks celebrating despite higher yields. But they won’t repair narrowing market breadth, or change the fact that fewer companies are carrying the market while cracks spread beneath the surface. 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.

US yields rise on strong growth expectations, not just inflation

2026/09/29

Oil prices and global yields continue to rise, putting pressure on equity valuations and supporting the US dollar. But beneath the move in US Treasuries, an interesting divergence is emerging. The 10-year breakeven inflation rate remains broadly stable around 2.3%, while real yields have risen sharply. This suggests that resilient US growth, increasingly hawkish Fed expectations and a higher real term premium – partly linked to heavy government borrowing – are playing an important role in pushing yields higher. Meanwhile, the US yield curve continues to flatten as the 2-year yield rises faster than the 10-year, raising fresh questions about a potential inversion. Could stronger jobs and inflation data push Fed expectations even further? And at what point could aggressive tightening expectations become too much for the US dollar, economic growth and equity valuations? 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.

Three questions for the Week Ahead!

2026/09/28

Oil prices and global bond yields are rising again, putting investors in front of some difficult choices. Sovereign yields are becoming increasingly attractive, but structurally higher inflation could push them even further. Meanwhile, the S&P 500 has become materially cheaper despite trading higher, as strong earnings growth has driven significant multiple compression and lifted the forward earnings yield to around 5.2%. This week, US inflation and labour-market data will test increasingly hawkish Fed expectations, while European inflation releases will shape the outlook for the ECB. In corporate news, Micron earnings will provide another major test for the AI trade, where expectations are exceptionally high. Three questions dominate the week ahead: Will inflation keep central banks hawkish? Can equities withstand higher yields? And can strong AI earnings continue to protect markets from the pressure of rising borrowing costs? 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.

Can the equity rally withstand rising yields?

2026/09/25

Rising oil prices and surging global bond yields are testing investors’ appetite for risk, but equities continue to show remarkable resilience. The question is whether the equity rally can withstand higher borrowing costs and what history can tell us. In 2007, US 10-year yields climbed above 5% while the S&P 500 continued to advance — until deteriorating credit conditions and the subprime crisis changed the picture. Today, strong earnings, fiscal spending and massive AI investment are helping markets absorb higher rates. But risks are building. Oracle’s latest data-centre developments highlight growing concerns around power availability, financing and who ultimately carries the cost of the AI boom. With AI increasingly embedded in equity indices, bond issuance and investment flows, it has become a cornerstone of market strength. If earnings hold and yields rise orderly, the rally could continue. If something cracks in AI, the story could change quickly. 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.

Hawkish Fed expectations rock the market

2026/09/24

Strong economic data came as bad news for markets. Surprisingly strong PMI figures from the US and Europe highlighted resilient growth, new orders and hiring, while persistent price pressures strengthened the case for further monetary tightening. US Treasury yields jumped across the curve, the dollar strengthened and technology stocks came under pressure as investors reassessed the Fed outlook. In FX, EURUSD is approaching a critical technical support, while USDJPY remains caught between widening yield differentials and the threat of Japanese intervention. Meanwhile, lower oil and diesel futures offer some relief, although energy costs remain elevated. Gold and Bitcoin are also under pressure from rising yields and a stronger dollar. 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.

The reality behind the Silicon Valley dream | Unlocked

2026/09/23

🚀 What does it really take to build a startup in Silicon Valley? Oliviero Pinotti went from studying hospitality at EHL to teaching himself how to code, becoming an early engineer at a Y Combinator-backed startup, and eventually making it into Y Combinator himself. Today, he is building Alfera, an AI startup developing AI workers for businesses. 🎙️ In this episode of UNLOCKED, Oliviero takes us behind the Silicon Valley dream: the relentless pace, the pivots, the fundraising rejections and the reality of building a company from the ground up. He also breaks down what Europe gets wrong about startups, why execution often matters more than planning, and what Y Combinator really looks for in founders. From coding 12 to 14 hours a day in his student room to building at the heart of the AI boom, a conversation about ambition, risk and what it actually takes to turn an idea into a company. ➡️ Find Oliviero on Linkedin: https://swq.ch/4riaj3W ➡️ Learn more about Alfera: https://swq.ch/4y1kEno . . For informational purposes only. Not investment advice or a financial promotion. May not be applicable in all jurisdictions. _____ 👉 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/in... _____ 👉 Discover Swissquote’s culture and join a company that values innovation, diversity and team spirit: https://www.swissquote.com/en/careers

Lower crude doesn’t mean lower energy costs

2026/09/23

Oil prices are falling, but the relief across energy markets remains only partial. Diesel prices are surging to record highs as supply disruptions, elevated shipping costs and geopolitical tensions keep refined products under pressure. Meanwhile, Donald Trump has backed the idea of restricting US diesel exports to ease domestic prices — but if only it were that simple. Restricting exports could tighten global supply, push international diesel prices even higher and ultimately have consequences at home. Elsewhere, the US dollar remains well bid despite cheaper oil, while the SNB prepares for its latest policy decision and Bitcoin is rebounding alongside technology stocks while its recent correlation with gold begins to weaken. Could this divergence signal the emergence of new market trends — and perhaps the beginning of the end of the crypto winter? 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.

Oil pullback, Muse AI popularity fuel optimism

2026/09/22

Oil prices are retreating on Middle East peace hopes, while AI optimism is roaring back as Meta’s Muse AI fuels expectations for a new wave of agent-driven computing demand. The improved mood comes into a relatively quiet week for economic data and events. And if oil prices continue to retreat, the picture could brighten further: easing energy-driven inflation fears could pull global yields lower, relieve pressure on central banks and give risk appetite more room to run. 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.

How Charlene Cong went from $500 to a 7-Figure Portfolio in 10 Years | Unlocked

2026/09/22

What does it really take to reach financial freedom? 💰 Charlene started investing with just $500. A decade later, she had built a seven-figure portfolio and reached the point where she no longer had to rely on her corporate career. Her strategy? Surprisingly simple. 🎙️ In this episode of UNLOCKED, Charlene shares the journey behind her financial independence, from saving up to 50–60% of her income to building a simple, goal-driven investment strategy. She also breaks down the mistakes that hold investors back, from waiting for the “perfect” moment to home bias, overconfidence and unnecessary complexity. . . For informational purposes only. Not investment advice or a financial promotion. May not be applicable in all jurisdictions. . Find Charlene: 🌐 FinFit Solution: https://swq.ch/3SR4m0L 📺 Youtube: https://swq.ch/3UtjGBv 🔗 Linkedin: https://swq.ch/3TlvWUd _____ 👉 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/in... _____ 👉 Discover Swissquote’s culture and join a company that values innovation, diversity and team spirit: https://www.swissquote.com/en/careers

FX Intervention: trading the move and what comes after

2026/09/21

Currency interventions can create some of the most violent moves in FX markets. When authorities step in to defend a currency, crowded positions can unwind rapidly, triggering stop-losses, short squeezes and a surge in volatility. In this educational episode of Market Talk, we explore how FX interventions work, why positioning matters, and how traders can approach both sides of the intervention trade. We look at the Japanese yen and Swiss franc as examples, examine how authorities can exploit crowded positioning, and explain why an intervention can become much more powerful once the market starts doing part of the work. But intervention alone rarely changes the underlying economic trend. Once positioning has been cleaned up and volatility settles, markets return to fundamentals: interest rates, inflation, growth, capital flows and monetary policy. The key distinction: trade the intervention tactically, but trade the fundamentals strategically. 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.

Encouraging news on AI, oil and the BoJ — but not enough

2026/09/18

Markets found some relief this week, but the underlying risks are far from resolved. Nvidia revived appetite for AI and semiconductor stocks, yet massive capex requirements, financing needs and shrinking free cash flow remain important concerns. Meanwhile, oil prices eased, and global inventories are falling more slowly than JP Morgan’s earlier “no-resolution” scenario had feared. That buys the world precious time — but not necessarily enough if Middle Eastern supply disruptions persist. Central banks are also walking a tightrope. The Bank of England overhauled its QT programme, the Fed raised rates to defend its inflation objective, and the Bank of Japan delivered another 25bp hike. Yet markets want more evidence that Japanese rates are heading towards neutral. Across AI, oil and monetary policy, there is some good news — just not enough to eliminate the risks. 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.

Fed hikes, BoJ must follow

2026/09/17

The Fed delivered a widely expected 25bp rate hike, putting inflation firmly ahead of political pressure for lower interest rates. The decision triggered a hawkish market reaction, with short-term Treasury yields jumping, while the longer end and US equities showed a more contained response. Attention now turns to the Bank of England and Bank of Japan. The BoE faces an increasingly uncomfortable mix of persistent inflation, higher energy costs, fiscal concerns and a weakening labour market, making the path ahead particularly complicated. Meanwhile, the BoJ is expected to raise rates as policymakers try to contain renewed pressure on the yen. But today’s decisions are only part of the story. The bigger question for markets is how far these central banks are prepared to tighten, how quickly they will move, and what higher rates could mean for bonds, currencies and equities over the coming months. 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.

CLARITY is denied! | Crypto Talk

2026/09/16

During the recording it was unclear, but it looks like CLARITY was just denied. 00:00 Intro 00:25 Disclaimer 00:29 Preview 00:44 Bitcoin 04:04 Ethereum 05:09 Solana 05:45 Near 07:07 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

Fed hike is probably the less-bad option

2026/09/16

Markets are heading into the Fed decision with a clear message: a 25bp rate hike may actually be the less-bad option. With Fed funds futures overwhelmingly positioned for a hike, a surprise hold could raise uncomfortable questions about inflation credibility — especially as oil prices and Treasury yields move increasingly closely together. Broadly, the US 10-year yield has pushed above 5%, putting pressure on bonds, equity valuations and financing conditions. Yet not every company is equally vulnerable. Hyperscalers like Alphabet, Microsoft, Meta and Amazon still generate returns on invested capital well above their cost of capital, giving them a substantial cushion against higher rates. Highly leveraged and capital-intensive businesses may not be so lucky. Could a firm Fed stance ultimately help anchor long-term inflation expectations and relieve pressure on the long end? And how high can Treasury yields climb before equity markets finally feel the heat? 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.