HeyJared🇬🇧 Stay ahead of the markets with Swissquote
Dive into the heart of the markets with MarketTalk and Crypto Market Talk, hosted by Ipek Ozkardeskaya and Feyyaz Alingan.
- Indexed episodes, last 90 days
- 71
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- Sep 30, 2026
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- Jul 6, 2026
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US jobs, growth, inflation data in focus | (opens the original)
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The AI party is still on, but the foundations are cracking. Oil fell more than 5%, yet long-term US yields kept rising, the dollar strengthened and equities remained under pressure. Weak job openings and consumer confidence offered little comfort as investors grappled with inflation, debt and increasingly expensive borrowing. Attention now turns to US growth, jobs and inflation data. Strong activity could reinforce Fed hike expectations; weaker activity with stubborn inflation would leave market
US yields rise on strong growth expectations, not just inflation (opens the original)
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Oil prices and global yields continue to rise, putting pressure on equity valuations and supporting the US dollar. But beneath the move in US Treasuries, an interesting divergence is emerging. The 10-year breakeven inflation rate remains broadly stable around 2.3%, while real yields have risen sharply. This suggests that resilient US growth, increasingly hawkish Fed expectations and a higher real term premium – partly linked to heavy government borrowing – are playing an important role in pushin
Three questions for the Week Ahead! (opens the original)
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Oil prices and global bond yields are rising again, putting investors in front of some difficult choices. Sovereign yields are becoming increasingly attractive, but structurally higher inflation could push them even further. Meanwhile, the S&P 500 has become materially cheaper despite trading higher, as strong earnings growth has driven significant multiple compression and lifted the forward earnings yield to around 5.2%. This week, US inflation and labour-market data will test increasingly hawk
Can the equity rally withstand rising yields? (opens the original)
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Rising oil prices and surging global bond yields are testing investors’ appetite for risk, but equities continue to show remarkable resilience. The question is whether the equity rally can withstand higher borrowing costs and what history can tell us. In 2007, US 10-year yields climbed above 5% while the S&P 500 continued to advance — until deteriorating credit conditions and the subprime crisis changed the picture. Today, strong earnings, fiscal spending and massive AI investment are helping ma
Hawkish Fed expectations rock the market (opens the original)
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Strong economic data came as bad news for markets. Surprisingly strong PMI figures from the US and Europe highlighted resilient growth, new orders and hiring, while persistent price pressures strengthened the case for further monetary tightening. US Treasury yields jumped across the curve, the dollar strengthened and technology stocks came under pressure as investors reassessed the Fed outlook. In FX, EURUSD is approaching a critical technical support, while USDJPY remains caught between widenin
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