Welcome to ipekScope

SpaceX to enter Nasdaq 100 | MarketTalk

About this video

European stocks are trading near fresh record highs, oil prices remain under pressure and AI enthusiasm continues to overshadow almost everything else. Yet beneath the surface, cracks are beginning to appear. Memory chip prices are squeezing hardware makers, Foxconn's blockbuster sales failed to excite investors, and SpaceX is about to join the Nasdaq 100 despite a valuation and governance structure that continue to divide Wall Street.

At the same time, the Federal Reserve remains hawkish, the US dollar is strengthening, and Japan's bond yields are quietly climbing to levels that were once considered capable of triggering a reverse carry trade. Nobody seems worried anymore—but history suggests that the biggest surprises often emerge from the risks markets have stopped paying attention to.

Watch the full episode to find out more!

0:00 Intro
0:54 Market update
4:37 The Week Ahead: SPCX inclusion in NDX 100, earnings, FOMC minutes
6:56 USD gains field

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 #Stocks #Investing #SpaceX #Nasdaq100 #AI #Nvidia #Foxconn #Samsung #FederalReserve #Japan #CarryTrade #Oil #OPEC #Inflation #USDollar #Macro #Equities #MarketOutlook
#Swissquote #MarketTalk

_____
👉 Discover our brand and philosophy:
https://www.swissquote.com/en/group
_____
👉 Deepen your trading and investing knowledge with Swissquote Inspire: explore our articles, analyses, webinars and exclusive content:
https://www.swissquote.com/private/inspire
_____
👉 Discover Swissquote’s culture and join a company that values innovation, diversity and team spirit:
https://www.swissquote.com/en/careers