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 to cover an expanding interest bill? Could Japanese investors bring their money home? And where does gold fit when attractive alternatives become harder to find?

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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, and launched her own website ipekScope.com in 2025.

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