All eyes on US data! | Market Talk: What’s up today?
About this video
Markets started the week on a cautious footing. European and UK equities benefited from rotation flows, while US tech continued to struggle, with the Nasdaq 100 leading declines. Futures are pointing lower again this morning as investors brace for key US jobs and retail sales data — a familiar “good news is bad news” setup as markets try to anticipate the Fed’s next move.
Investors remain cautious, albeit cautiously optimistic that weaker jobs data could reinforce dovish Fed expectations and support risk assets. That said, deteriorating sentiment in the technology sector may complicate the picture.
Watch the full episode to find out more!
0:00 Intro
0:47 Rotation ongoing!
3:16 All eyes on US data: how markets will react?
6:01 FX & Commodity update
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.
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#Swissquote #MarketTalk
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