Oil, yields and AI concerns are testing market appetite ahead of two major catalysts: US inflation and the beginning of the third-quarter earnings season. With inflation still elevated, investors will be looking to see whether earnings will be strong enough to keep them at the table.
Next week’s CPI, producer prices and retail sales will help shape expectations for the Fed’s next move. In Europe, widening sovereign yield spreads are adding fiscal concerns to an already challenging inflation backdrop, with implications for the ECB and the euro. Meanwhile, US banks, ASML and TSMC will offer fresh clues about financing activity, corporate resilience and AI demand. Strong headline earnings expectations hide an uneven picture: energy and technology are doing much of the heavy lifting, while other businesses face rising costs.
On the menu this season: profits for the few, pressure for the rest. How long can that keep global investors satisfied?
Watch the full episode to find out more!
Intro0:46 Market update
1:58 Inflation data and
6:37 earnings in focus
#Markets #Inflation #Earnings #FederalReserve #ECB #AI #TSMC #ASML #Swissquote #MarketTalk #Swissquote #MarketTalk
