Eyes on US data for fresh year-end direction! | Market Talk: What’s up today?
About this video
Markets are entering the final stretch of the year with investors closely watching the US for guidance. European equities remain subdued, with trade tensions and slowing growth weighing on sentiment, while rotation into cyclical sectors continues cautiously.
All eyes are now on key US data: Q3 GDP revisions and PCE inflation — the Fed’s preferred gauge. Stronger-than-expected growth or rising price pressures could shake up market expectations and trigger a dollar rebound, while weaker numbers would keep the Fed on a dovish path.
Positioning in stocks, FX, and bonds is increasingly delicate, making even small surprises impactful. As year-end approaches, investors are balancing hopes for a Santa rally against the risk of early January volatility.
Watch the full episode to find out more!
0:00 Intro
1:05 Sentiment update
5:08 A Un-Love Story
6:30 All eyes on US data for final direction
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.
#USData #Fed #Markets #Macro #Inflation #Growth #GlobalMarkets
#Swissquote #MarketTalk
_____
👉 Discover our brand and philosophy:
https://www.swissquote.com/en/group
_____
👉 Deepen your trading and investing knowledge with Swissquote Inspire: explore our articles, analyses, webinars and exclusive content:
https://www.swissquote.com/private/inspire
_____
👉 Discover Swissquote’s culture and join a company that values innovation, diversity and team spirit:
https://www.swissquote.com/en/careers
