US Congress turns blue: how do markets react? | MarketTalk
About this video
US Congress is turning blue, reshaping the outlook for technology stocks, Treasury yields and the US dollar. Democratic gains raise the prospect of greater scrutiny of AI investment, while renewable energy could benefit from stronger political support. Political gridlock may limit further fiscal expansion, offering relief to bond investors but narrowing the US growth advantage that has supported the greenback. Meanwhile, oil markets remain sensitive to developments in the Middle East, strong AMD results highlight resilient data-centre demand, more earnings are due today after the bell, but can earnings overcome concerns about spending and returns?
Watch the full episode to find out more!
0:00 Intro
1:20 US midterms: Congress turns blue: equities, bonds, energy and USD react
7:47 Next in earnings
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.
#USMidterms #StockMarket #AI #USD #Treasuries #RenewableEnergy #Oil #AMD #Arm #Qualcomm
#Swissquote #MarketTalk
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