AI fights rising long-term yields | MarketTalk
About this video
Stronger growth, stronger jobs and softer inflation: US data delivered a Goldilocks combination, but investors struggled to celebrate. Treasury yields climbed, with the US 10-year reaching 5.30%, weighing on the S&P 500 while the Nasdaq 100 held positive.
Can AI earnings keep offsetting the pressure from rising yields? Micron delivered another strong earnings beat and upbeat revenue guidance, while HPE raised its networking growth outlook and announced a $1.2bn order from Vultr. Meanwhile, an FTC investigation into OpenAI and Anthropic adds another risk to the AI story.
Across Europe, accelerating inflation strengthens expectations of further ECB tightening, yet the euro remains under pressure against the dollar. We also examine why higher Treasury yields create an income cushion for bond investors, and why central bank buying continues to support gold’s longer-term outlook despite short-term pressure.
Next up: Friday’s US jobs report.
Watch the full episode to find out more!
0:00 Intro
1:12 US data sees mixed reaction
3:12 Good news from AI
4:58 Bad news from Europe
6:33 US 10-year paper, anyone?
7:37 Don’t underestimate Gold!
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 #Micron #HPE #TreasuryYields #FederalReserve #ECB #EURUSD #Gold
#Swissquote #MarketTalk
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