All eyes on the Fed, and the dot plot! | MarketTalk: What’s up today? | Swissquote
US markets keep breaking records as the Federal Reserve’s (Fed) next move takes center stage. Will Powell stick to the dovish script, or surprise with a tougher stance? Futures are already pricing multiple rate cuts this year, all eyes are on the dot plot! Across the Atlantic, the Stoxx 600 fell yesterday on bank and insurer weakness, while sterling is supported by mixed jobs and inflation data that suggest that the Bank of England (BoE) will likely stay cautious this week, as the ECB signals it may be done cutting for now—paving the way for the EURUSD to push toward 1.20. Meanwhile, Asia’s tech rally accelerates: Baidu soars on an AI deal, Alibaba and SMIC follow, and the Hang Seng hits a 4-year high. Nasdaq’s Golden Dragon trades at half the P/E of the Mag 7, raising the question—are Chinese tech stocks too cheap to ignore? Watch the full episode to find out more! 0:00 Intro 0:54 All eyes on the Fed 4:53 Oracle gets another boost 5:30 FX update: USD at year-lows, EUR & GBP bid on policy divergence 7:49 Gold consolidates near record, US crude jumps 8:27 Chinese tech rally extends 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. #FederalReserve #FOMC #Powell #InterestRates #RateCuts #StockMarket #Stoxx600 #BoE #ECB #Forex #USD #GBP #EUR #Inflation #Baidu #Alibaba #SMIC #HangSeng #ChineseTech #Nasdaq #Magnificent7 #AIStocks #MarketUpdate #Swissquote #MarketTalk _____ Discover our brand and philosophy: https://swiwwsquote.com/?utm_source=y... _____ Learn the fundamentals of trading at your own pace with Swissquote's Education Center. Discover our online courses, webinars and eBooks: https://swq.ch/wr?utm_source=youtube&... _____ Learn more about our employees: https://swq.ch/d5 _____ Let's stay connected: LinkedIn: https://swq.ch/cH
