It's been two weeks since I left, and in that time, the markets plunged into chaos. Now that I'm back, things have finally returned to calm waters.
In this episode, we talk about the unwind of the yen carry trades, the weakness of the US jobs data and the market’s overreaction to both.
We also talk about how inflation numbers are supportive of further rate cuts from the Fed and other major central banks and how these expectations should impact pricing across the FX markets.
Watch the full episode to find out more!
0:00 Intro
0:41 Carry trade unwinds & dovish Fed bets look overdone
3:26 Inflation data & latest central bank expectations
7:50 Expect further improvement in market mood
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.
#inflation #data #Fed #ECB #BoE #BoJ #expectations #USD #EUR #GBP #JPY
#SPX #Dow #Nasdaq #investing #trading #equities #stocks #cryptocurrencies #FX #bonds #markets #news
#Swissquote #MarketTalk #marketanalysis #marketcommentary
_____
Learn the fundamentals of trading at your own pace with Swissquote's Education Center. Discover our online courses, webinars and eBooks: [ Ссылка ]
_____
Discover our brand and philosophy: [ Ссылка ]
Learn more about our employees: [ Ссылка ]
_____
Let's stay connected:
LinkedIn: [ Ссылка ]
