Sentiment improves into next US-China talks, tech leads rally| MarketTalk: What’s up today?
About this video
Markets are back with a bang this Monday on expectations that the trade tensions between the US and China will ease. Meanwhile, Chinese data show resilience on the surface but weakness underneath. In tech, TSMC and ASML shined last week as Alibaba kicks off the week with a 5% rally. And funnily, the Big Tech was not responsible for last week’s volatility… banks and credit worries were, but the latter seem to be easing as well this morning, phew!
As the Fed prepares for a likely rate cut and the US government stays shut, investors brace for another wild earnings week. From Japan’s political reshuffle to France’s fiscal headaches — the global story keeps getting thicker.
Watch the full episode to find out more!
0:00 Intro
0:35 US-China back to headlines
02:06 Inside tech: earnings look good
04:38 Inside banks: some credit worries
06:37 Overall: things are looking good this morning
07:32 Week Ahead: earnings & US CPI
07:57 In politics: Takaichi is back in race to PM, French rating downgrade
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.
#Markets #China #TradeWar #Nvidia #Fed #Banks #CreditRisk #Earnings #Japan #France #Investing #Economy
#Swissquote #MarketTalk
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