Takaichi’s strong win boosts tech stocks, but... | MarketTalk: What’s up today?
About this video
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.
Watch the full episode to find out more!
0:00 Intro
0:59 Tech rebounds
3:17 Takaichi win boosts appetite this Monday
5:24 USD under pressure, again
6:31 The Week Ahead
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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#Swissquote #MarketTalk
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