Mixed reaction to strong tech earnings | MarketTalk
About this video
Big spending, mixed rewards: Microsoft and Google delivered strong cloud growth, but investors reacted very differently to their cash flow numbers. Why?
Meanwhile, the Federal Reserve left rates unchanged but kept another hike firmly on the table as energy inflation threatens to spread. Markets found some breathing space, yet borrowing costs remain a challenge.
In Europe, attention turns to the ECB and Christine Lagarde’s response to mounting French sovereign bond stress. Will tighter financial conditions reduce the need for further rate hikes? And could reassurance about fragmentation support equities and the euro?
Watch the full episode to find out more!
0:00 Intro
0:55 Fed pause
0:00 Mixed reaction to strong tech results
0:00 What will the ECB decide faced with tightened financial conditions
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.
#Fed #ECB #Microsoft #Google #Samsung #Amazon #AI #TechEarnings #InterestRates #Bonds #EURUSD
#Swissquote #MarketTalk
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