Menu de Saison: inflation & earnings

Podcast: 🇬🇧 Stay ahead of the markets with Swissquote · Swissquote, Ipek Ozkardeskaya, Feyyaz Alingan

Opublikowano: 2026-10-09

Oil rises. Yields climb. And everyone wants another loan. Governments need buyers for their debt. AI giants need billions for chips. But how much can investors digest before asking for a better price? Technology stocks are still holding up, while the rest of the market looks increasingly uncomfortable. Strong Treasury demand offers only temporary relief, hawkish Fed minutes support the dollar, and France’s debt troubles put Europe’s fragile finances back under scrutiny. Even Germany’s reputation for safety faces questions as borrowing rises and industrial competitiveness weakens. Meanwhile, the AI financing feast continues. Can future revenues grow fast enough...