The week kicks off on a mixed note after the global equities recorded their best week since 2020. Hopes of a diplomatic progress and the Fed hawkishness were pointed as the major catalyzers of the positive move, while there is little to be optimistic about diplomacy in Ukraine, and a tighter monetary policy in the US. Meanwhile, the flattening, and inversion of the US yield curve hints at challenging times ahead. So, does it mean that investors are willing to go long no matter what? Maybe, but picking the right stocks will be more important than ever. For now, energy and commodity stocks, those who pay good dividend and food stocks are among investors’ darlings. Elsewhere, Bitcoin remains offered near the 100-DMA, gold is bid above the $1915 per ounce, and the week will be shaped by Ukrainian news, Covid evolution, British inflation and March flash PMI figures.
Watch the full episode to find out more!
- 0:00 Intro
- 0:25 Market update
- 1:26 Is the end of the market crash?
- 3:10 EIA warns of rapid fall in Russian oil supply
- 4:22 Green energy stocks extend rally
- 5:36 Flattening, or inverting yield curve is a growing concern
- 6:48 What sectors are in demand as inflation rises?
- 8:19 The Week Ahead
- 9:15 Gold has potential to rebound
- 9:37 Bitcoin offered at 100-DMA
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.
