đŹđ§ Stay ahead of the markets with Swissquote
Swissquote, Ipek Ozkardeskaya, Feyyaz Alingan
500 episodes
1 day ago
Dive into the heart of the markets with MarketTalk and Crypto Market Talk, hosted by Ipek Ozkardeskaya and Feyyaz Alingan. And explore Unlocked, Swissquoteâs 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 Switzerlandâs 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 â Swissquote also provides Forex, Robo-Advisory, and Mortgages solutions.
Today, we are proud to deliver our services to + 500â000 clients with access to more than 60 stock exchanges worldwide and can trade over 3 million products through performant and secure platforms.
All content for đŹđ§ Stay ahead of the markets with Swissquote is the property of Swissquote, Ipek Ozkardeskaya, Feyyaz Alingan and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Dive into the heart of the markets with MarketTalk and Crypto Market Talk, hosted by Ipek Ozkardeskaya and Feyyaz Alingan. And explore Unlocked, Swissquoteâs 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 Switzerlandâs 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 â Swissquote also provides Forex, Robo-Advisory, and Mortgages solutions.
Today, we are proud to deliver our services to + 500â000 clients with access to more than 60 stock exchanges worldwide and can trade over 3 million products through performant and secure platforms.
A strong start for cryptos in 2026, but will it be enough for an ATH.
00:00 Intro
00:23 Disclaimer
00:27 Preview
00:47 Bitcoin
04:25 Ethereum
06:13 Ripple
07:31 Subscribe & Good bye
#crypto #cryptonews #cryptotrading #swissquote
_____
đ Discover our brand and philosophy:
https://www.swissquote.com/en/group
_____
đ Deepen your trading and investing knowledge with Swissquote Inspire: explore our articles, analyses, webinars and exclusive content:
https://www.swissquote.com/private/inspire
_____
đ Discover Swissquoteâs culture and join a company that values innovation, diversity and team spirit:
https://www.swissquote.com/en/careers
The markets are dancing to a wild tune this week. The S&P 500 wobbled after mixed US data. Energy swings continue, fueled by headlines about Venezuelaâs oil and other happenings on the geopolitical scene. Also, the White House is stepping into corporate affairs in ways that make investors squirm â from Nvidiaâs China sales to defence dividends. Elsewhere, tensions rise as China restricts exports to Japan, hitting semiconductors and rare-earth materials, while gold quietly ticks higher as uncertainty grows. Turkey, for example, is putting a tracking system on every piece and bar of gold sold in the country to trace an asset thatâs gaining a strategic importance. What a time to be 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.
Many global indices are all pushing fresh peaks despite trade tensions, geopolitical headlines and lingering doubts over AI valuations, but leadership is shifting: metals are surging while tech shows early signs of fatigue. Silver is swinging around $80 as China clamps down on exports, tightening global supply, while copper hits record highs on tariff-driven flows and strong underlying demand. The softer US dollar is providing extra fuel for the rally, rotation trades pick up. Investors are navigating a landscape where macro support is strong â rate cuts loom, inflation is easing in key regions and geopolitical shocks are creating selective opportunities. Yet, in a market of record highs, discerning where opportunities lie has never been more crucial.
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.
Venezuela news are rattling markets in more ways than one. Crude oil started the week hesitating in Asia, only to rally in Europe and the US as traders priced in the potential for American oil majors to step in. Energy stocks surged, defence shares are climbing amid rising geopolitical risks, and rare earth metals are benefiting as China watches the situation closely.
On the data front, the soft US data keeps US yields in check and pressures the dollar lower, while in technology, AI stocks start the year on a strong footage and Nvidia is concretely expanding its technology to physical AI: robots and cars.
Are crunchy news enough to bring investors in a highly valued and increasingly questioned tech market?
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.
In this episode of UNLOCKED, we spoke with Thomas Kovacs, also known as Sparkojote, about the journey that took him from his first investment decisions to building a professional career as a financial content creator.
đïž We explored what drives his work, how platforms like YouTube and social media are reshaping access to financial knowledge, and why an increasing number of people are turning to creators to better understand investing.
đ Thomas also reflected on his vision of financial independence, the misconceptions often surrounding FIRE, and the principles that guide his own relationship with money.
âĄïž Discover Swissquoteâs webinars and educational offerings: https://swq.ch/3MX9Q79
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đ Learn more about Sparkojote on his website: https://swq.ch/4pWRuSc
đ± Follow Sparkojote for daily insights on Instagram: https://swq.ch/49eei8X
â¶ïž Watch more in-depth content on his YouTube channel: https://swq.ch/3L0tyOG
_____
đ Discover our brand and philosophy:
https://www.swissquote.com/en/group
_____
đ Deepen your trading and investing knowledge with Swissquote Inspire: explore our articles, analyses, webinars and exclusive content:
https://www.swissquote.com/private/in...
_____
đ Discover Swissquoteâs culture and join a company that values innovation, diversity and team spirit:
https://www.swissquote.com/en/careers
The US swooped into Venezuela over the weekend and took Maduro out, but markets barely flinched. Oil prices jumped briefly before giving most gains back, while safe-havens like gold and silver are on a positive ride. The US 10-year bond is steady, risk assets barely react, and Bitcoin is in the spotlight with reports of a mysterious âshadow reserveâ.
So, what does this all mean for markets? Despite Venezuelaâs massive oil reserves, production remains tiny, sanctions are in place, and the global oil market is well supplied. Any potential supply shock is unlikely to change the broader trend. Meanwhile, tech investors are eyeing CES, with Nvidiaâs Jensen Huang set to take center stage. Watch how markets respond as the yearâs first geopolitical shockwaves meet financial realities.
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 the final Market Talk episode of 2025! Letâs look ahead to 2026, exploring how the global markets may look like in 2026 â from equities, central bank policies, to FX, metals and Bitcoin, what to expect from the coming year?
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.
2025 has been one hell of a year. And now, as we approach the finish line, itâs time to look back at the best, the worst â and the truly unforgettable moments that shaped markets, politics and global sentiment.
So grab a hot chocolate, a mulled wine, or whatever keeps you warm â because weâre about to unwrap the Unforgettable Moments of 2025. âđ·
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 year is almost over, yet the markets keep delivering surprises. US Q3 GDP came in at 4.3%, the fastest growth in two years, fueled by AI investments, strong corporate profits, and resilient consumer spending. Price pressures rose too, with PCE at 2.8%, but happily less than expected, keeping the Fed hawks in check.
Equities rallied on the back of earnings and spending, though the move was narrow and mostly benefited Big Tech. The US dollar eased, sending gold, silver, and copper to fresh all-time highs â another strong year for the metals, thanks to scarce supply, rising demand, and the ongoing âdebasement trade.â
It feels like Santa is still on his way, bringing the yearâs final gifts to investors.
Merry Xmas and Happy New Year!
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.
Markets are entering the final stretch of the year with investors closely watching the US for guidance. European equities remain subdued, with trade tensions and slowing growth weighing on sentiment, while rotation into cyclical sectors continues cautiously. All eyes are now on key US data: Q3 GDP revisions and PCE inflation â the Fedâs preferred gauge. Stronger-than-expected growth or rising price pressures could shake up market expectations and trigger a dollar rebound, while weaker numbers would keep the Fed on a dovish path. Positioning in stocks, FX, and bonds is increasingly delicate, making even small surprises impactful. As year-end approaches, investors are balancing hopes for a Santa rally against the risk of early January volatility. This episode breaks down the key numbers, market positioning, and what could tip the scales for global markets heading into 2026.
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.
Fridayâs tech rally brought much-needed relief to markets, sparked by one headline: Oracle will host TikTokâs US user data, opening a potential new cloud revenue stream and giving it a roughly 15% stake in the newly structured U.S. TikTok business. Oracle shares surged over 6%, while Nvidia and the Nasdaq also climbed as investors bet on the value of data centers and massive computing power.
Meanwhile, in China, Moore Threads announced new AI chips claiming to rival Nvidiaâs H200 and narrow the gap with the next-gen Blackwell series.
Tech stocks are up, but with year-end liquidity thinning, investors are watching closely as the global semiconductor race accelerates.
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.
JPMorgan went from crypto enemy to tokenization fan, this time even with Solana!
00:00 Intro
00:24 Disclaimer
00:28 Preview
00:34 Bitcoin
02:14 Solana
03:28 Aave
05:03 Charts
07:09 Subscribe & Good bye
#crypto #cryptonews #cryptotrading #swissquote
_____
đ Discover our brand and philosophy:
https://www.swissquote.com/en/group
_____
đ Deepen your trading and investing knowledge with Swissquote Inspire: explore our articles, analyses, webinars and exclusive content:
https://www.swissquote.com/private/inspire
_____
đ Discover Swissquoteâs culture and join a company that values innovation, diversity and team spirit:
https://www.swissquote.com/en/careers
The latest US CPI report looked like an early Christmas gift: headline inflation cooled sharply, core inflation surprised to the downside, and markets briefly celebrated the return of disinflation. But was it really that simple?
A closer look reveals a far messier picture. Large parts of the October pricing data were missing, including key components such as shelter â a heavyweight in the CPI basket. Those gaps were effectively treated as showing no price growth, flattering the inflation numbers and earning the report its âSwiss cheeseâ nickname.
Markets initially cheered, yields dipped and equities rallied, before reality set in and enthusiasm faded. With energy prices creeping higher, shelter disinflation moving slowly, and jobs data sending mixed signals, the inflation outlook remains anything but clear.
So what does this imperfect CPI print really tell us? And does it change what the Fed should do next â or just add more noise to an already confusing picture?
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.
Markets are wobbling, Amazonâs $10bn OpenAI deal is raising eyebrows, Oracleâs mystery Michigan backer keeps investors guessing and credit fears are spiking â Oracleâs down 5%, Nvidia 3.8%, and even Amazon barely budged. Could the AI party finally be deflating?
Micron happily beat expectations, proving the memory boom is alive and kicking thanks to AI demand. But it might not be enough to save the year-end rally.
Today, all eyes are on todayâs US CPI, the BoE might surprise with a dovish move, and the ECB stays calm. Toss in rising Fed repo operations and a BoJ hike tomorrow, and global markets are on a real rollercoaster.
So the big question: is this just a market wobble or the start of a proper AI selloff?
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.
Markets usually cheer bad data â but this time, they hesitated. US jobs figures were weak, yet not weak enough to force a rethink on Fed policy. All eyes now turn to Thursdayâs US CPI print â the final piece of the Fed puzzle this week.
Across the Atlantic, the UK economy paints a gloomier picture. Rising unemployment and softer inflation gave the BoE room for a rate cut, but also highlighted an economy cooling faster than policymakers can fix â heading toward a direction where even lower rates may struggle to help.
So, what does yesterdayâs data mean for rates, equities, and global markets, why the US and UK are reacting so differently, and how investors are positioning ahead of key inflation prints.
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.
Markets started the week on a cautious footing. European and UK equities benefited from rotation flows, while US tech continued to struggle, with the Nasdaq 100 leading declines. Futures are pointing lower again this morning as investors brace for key US jobs and retail sales data â a familiar âgood news is bad newsâ setup as markets try to anticipate the Fedâs next move.
Investors remain cautious, albeit cautiously optimistic that weaker jobs data could reinforce dovish Fed expectations and support risk assets. That said, deteriorating sentiment in the technology sector may complicate the picture.
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.
Global markets are showing clear signs of tech disappetite, as investors rotate away from AI-linked names and into value-oriented pockets of the market. Strong tech earnings no longer impress, the Fed cut hardly makes tech investors smile and against this backdrop, risk-sensitive assets such as Bitcoin have come under pressure, underscoring the broader shift in sentiment.
While the Federal Reserveâs renewed Treasury bill purchases offer liquidity support, markets remain focused on whether AI investment can translate into sustainable end-product revenues. Until that happens, tech disappetite is likely to persist, keeping rotation â rather than outright risk-on â as the dominant market theme.
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 S&P 500 edged higher yesterday as investors digested the Fedâs 25bp rate cut. Value stocks benefited from rotation out of tech, which faces challenges beyond borrowing costs â circularity, high debt, and uncertain revenues. Broadcomâs strong results werenât enough to lift sentiment, as margins and AI profitability concerns weighed on the market. But OpenAI- Disney deal should give a hint on how OpenAI is turning its intelligence into actual dollars!
On the macro front, next weekâs US CPI release will be critical to watch, as it could reinforce post-Fed trends or shake market optimism heading into year-end, though it wonât answer The Million Dollar Question: Is This A Bubble!
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 FED has decided, can we return to the Bullrun now?
00:00 Intro
00:24 Disclaimer
00:29 Preview
00:38 Bitcoin
04:02 Ethereum
05:22 Solana
06:41 Subscribe & Good bye
#crypto #cryptonews #cryptotrading #swissquote
_____
đ Discover our brand and philosophy:
https://www.swissquote.com/en/group
_____
đ Deepen your trading and investing knowledge with Swissquote Inspire: explore our articles, analyses, webinars and exclusive content:
https://www.swissquote.com/private/inspire
_____
đ Discover Swissquoteâs culture and join a company that values innovation, diversity and team spirit:
https://www.swissquote.com/en/careers
The Fed cut rates by 25âŻbp, but rising dissent and political dynamics are creating uncertainty at the heart of the FOMC. Markets initially cheered, but Oracleâs earnings highlighted heavy AI spending and debt concerns, sending stocks lower.
All eyes now turn to Broadcomâs Q4 FY2025 results, expected to show strong growth in EPS and revenue, driven by AI chips and networking demand, including Googleâs TPUs. Can Broadcom keep the tech rally alive, or is caution about to take center stage?
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.
đŹđ§ 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, Swissquoteâs 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 Switzerlandâs 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 â Swissquote also provides Forex, Robo-Advisory, and Mortgages solutions.
Today, we are proud to deliver our services to + 500â000 clients with access to more than 60 stock exchanges worldwide and can trade over 3 million products through performant and secure platforms.
