Fed & Big Tech in focus | MarketTalk
About this video
AI appetite is back, but the bills keep growing. Anthropic’s IPO filing, strong demand for Meta’s share sale and SK Hynix’s operating profit beat have revived enthusiasm ahead of the Fed decision and Microsoft and Google earnings. With inflation coming in firmer than expected, investors will scrutinise the Fed’s message for clues about another rate hike. Meanwhile, Big Tech must show that strong cloud growth can justify soaring AI investment. We discuss interest rates, elevated oil prices, the yield curve and why attractive bond yields raise the bar for investors still willing to pay up for the ambitious AI dream.
Watch the full episode to find out more!
0:00 Intro
0:55 Market update
2:33 Fed preview: a pause before another hike?
6:35 Earnings: Microsoft and Google cloud growth versus AI spending
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 clints. 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.
#AI #Fed #Microsoft #Google #Meta #SKHynix #StockMarket #Inflation #BondYields
#Swissquote #MarketTalk
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