Welcome to ipekScope

What if US tariffs were to be rolled back? | MarketTalk: What’s up today?

About this video

Selloff across US indices slowed yesterday, but bulls are still hesitant. The Supreme Court hearing on Trump’s tariffs stirred the pot, with even the GOP-appointed justices looking skeptical. Prediction markets slashed the odds of those tariffs surviving, which might sound like good news… but really, it just adds uncertainty, more than $100 billion in potential refunds and a fatter US deficit. Yields climbed across the curve, helped along by slightly better ADP job numbers, and the 2-year jumped past 2.60%, weakening the Fed doves’ hands. In Asia, Hang Seng bounced above its 50-DMA, SMIC jumped 5% and Alibaba rebounded after the Chinese government banned foreign chips in state-funded data centers. Gold is acting weird, the US dollar stalled at the 200-DMA, and European carmakers might feel the Nexperia pinch. Weather’s cloudy, dip-buyers are lurking, and the market drama continues.

Watch the full episode to find out more!

0:00 Intro
0:54 What if US tariffs were to be rolled back?
4:27 Chinese tech rebounds
5:29 Tesla - unappetizing
6:39 US futures flat
7:36 Gold's bizarre behaviour
8:26 FX update: USD retreats, GBP rebounds into BoE verdict

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.

#USTariffs #SupremeCourt #Markets #Yields #Investing #StockMarket #Tesla #ADPJobs #ChinaTech #SMIC #Alibaba #Gold #USDollar #MarketVolatility #DipBuyers #FinancialNews #GlobalMarkets #Economy #TariffRollBack
#Swissquote #MarketTalk

_____
Discover our brand and philosophy: https://swiwwsquote.com/?utm_source=youtube&utm_campaign=swissquote-english&utm_medium=video
--------
Follow our daily analysis on TradingView:
https://tradingview.com/broker/Swissquote/ideas/
_____
Learn the fundamentals of trading at your own pace with Swissquote's Education Center. Discover our online courses, webinars and eBooks: https://swq.ch/wr?utm_source=youtube&utm_campaign=swissquote-english&utm_medium=video
_____
Learn more about our employees: https://swq.ch/d5
_____
Let's stay connected:
LinkedIn: https://swq.ch/cH