Ipek OzkardeskayainSwissquoteQ2 Market Outlook: Softening central bank policies to bolster reflation tradeMajor indices in the US, Europe, and Japan surged to historic highs in Q1. In the US, the rally was fueled by AI-related stocks like Nvidia…Apr 5Apr 5
Ipek OzkardeskayainSwissquoteWhat’s in store for 2024?The financial landscape of the past year has defied conventional expectations. Contrary to initial forecasts, the absence of a recession…Dec 29, 2023Dec 29, 2023
Ipek OzkardeskayainSwissquoteIf ECB is any indication, the Fed should continue hiking next week!Global bank stress sent the central bank expectations on a rollercoaster ride since last week. The rate hike expectations cratered. Yet the…Mar 16, 2023Mar 16, 2023
Ipek OzkardeskayainSwissquoteWhat do the latest Fed, ECB decisions tell about the direction of the EUR/USD?The Federal Reserve (Fed) expectations soften as Jerome Powell says the ‘disinflationary process is now underway’, while the European…Feb 2, 2023Feb 2, 2023
Ipek OzkardeskayainSwissquoteWhat could restore the negative correlation between stocks and sovereign bonds?The historical negative correlation between stocks and sovereign bonds broke abruptly in 2022 as the US Federal Reserve (Fed) began…Jan 5, 2023Jan 5, 2023
Ipek OzkardeskayainSwissquoteWhy the Swiss National Bank can’t hike by less than 75bp this week?It is almost certain that the US Federal Reserve (Fed) will deliver the third 75 basis point hike when it meets this week. Should the Swiss…Sep 20, 2022Sep 20, 2022
Ipek OzkardeskayainSwissquoteIs the chip shortage over yet?The pandemic trading was marked by enormous glory for the global chipmakers. However, as the Covid restriction measures wane, the demand…Aug 25, 2022Aug 25, 2022
Ipek OzkardeskayainSwissquoteThe Swiss National Bank dilemma: “to intervene, or not to intervene?”The Swiss National Bank regularly intervened in the FX markets to prevent the franc from strengthening, yet the SNB remained silent when…May 9, 2022May 9, 2022
Ipek OzkardeskayainSwissquoteUS stocks’ K-shaped recovery: big caps vs. othersIn this article, we focus on the unequal recovery in stock prices, the disconnect between the big caps’ and medium, small-sized companies’…Aug 28, 2020Aug 28, 2020
Ipek OzkardeskayainSwissquoteHow could the upcoming US election affect the stock markets?The US presidential election is roughly three months away and the investor attention will somewhat shift towards what’s happening on the…Aug 21, 2020Aug 21, 2020
