AI bulls couldn't care less about US government shutdown | MarketTalk: What’s up today? | Swissquote
About this video
Investors swung between US political drama and AI hype. Trump’s threat to fire federal employees amid a potential prolonged government shutdown sent jitters through markets, yet the S&P 500 and Nasdaq hit fresh all-time highs. OpenAI’s secondary share sale, valuing the company at ~$500bn, fueled excitement across tech, boosting Nvidia, SK Hynix, Samsung.
Markets are grappling with high valuations and FOMO, while bets on multiple Federal Reserve (Fed) rate cuts linger. Weak private jobs data added to dovish sentiment, but official reports remain delayed due to the shutdown – and that’s a worry for the Fed visibility. In FX, EURUSD and GBPUSD are stuck near resistance levels, while gold consolidates near all-time highs and US crude tests clears slips below $62pb amid OPEC supply expectations.
Watch the full episode to find out more!
0:00 Intro
0:47 Investors swing between shutdown and AI
4:52 No jobs data today!
7:36 FX & commodities update
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.
#StockMarket #OpenAI #TechRally #USPolitics #FedRateCuts #Nvidia #Microsoft #AIStocks #Investing #FinancialNews #Gold #CrudeOil
#Swissquote #MarketTalk
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