Middle East tensions send oil, gold higher, equities lower | MarketTalk: What’s up today?
About this video
Middle East tensions are escalating as clashes between the US, Israel and Iran trigger explosions across the region. Oil and gas prices surged at the weekly open, overshadowing OPEC’s planned output increase.
With the Strait of Hormuz — a critical chokepoint for global energy flows — effectively closed, disruptions could remove billions of barrels from the market, pushing energy prices higher and amplifying inflation risks.
Data-intensive Big Tech firms like Nvidia, Microsoft, Apple, and Alphabet face rising operating and financing costs, while long-duration growth valuations come under pressure from higher discount rates. Investors are weighing geopolitical, inflation and energy risks as global markets respond to a highly volatile environment.
Watch the full episode to find out more!
0:00 Intro
0:53 Middle East erupts
2:34 Energy prices spike
5:13 Equities under pressure
6:04 Tech-heavy Nasdaq futures leads losses
9:01 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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