Resilient earnings outshine macroeconomic worries | MarketTalk: What’s up today?
About this video
Geopolitical tensions remain elevated as uncertainty around the Strait of Hormuz keeps oil markets tight, with no clear resolution in sight. Despite this, global equities continue to show resilience. Central banks are holding rates steady, but the tone is shifting — particularly in Europe, where inflation concerns persist even as growth weakens.
At the same time, AI optimism continues to dominate market sentiment. Strong earnings from industrials and tech-linked sectors highlight how AI-driven investment is feeding into the real economy. Meanwhile, Apple’s latest results show a different approach — strong cash returns and limited AI spending, but increased reliance on external models.
Markets remain caught between geopolitics and growth — but for now, AI is winning.
Watch the full episode to find out more!
0:00 Intro
1:11 Middle East unknown clouds central bank outlook
3:48 But equities extend rally on resilient earnings
6:56 US futures hint at a bullish day
7:20 Apple, anyone?
8:27 FX: USDJPY tanks on intervention threat!
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 #AI #Oil #Geopolitics #Inflation #CentralBanks #ECB #Forex #USDJPY #Investing
#Swissquote #MarketTalk
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