Netflix dived up to 25% in Friday, pulling Nasdaq along with it. Bitcoin hit the $34K during the weekend on poor risk appetite due to the hawkish Fed expectations. FOMC meets this week, yet most of the hawkish cards have already been played, which suggests that the week could see some recovery in risk assets. Yet, investors need breath-taking earnings from the US Big Tech to stop worrying about a further tech meltdown. Apple, Microsoft and Tesla are among the most monitored companies due to release their Q4 earnings this week. Elsewhere, Rivian and Sono Motors shares continue their journey south. Many investors wonder whether the current prices could be an opportunity to buy a dip, yet the macro environment remains less than ideal for these stocks to shine in the foreseeable future.
Watch the full episode to find out more! 0:00 Intro 0:24 Bitcoin dived to $34K: is it time to buy the dip? 1:26 FOMC preview 3:14 Nasdaq selloff intensified, as Netflix dived up to 25% 6:41 US stocks: too expensive? 8:35 Why is it not the best time to buy Rivian & Sono Motors?
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.
