The US resumed strikes on Iran, sanctions tightened again, Tehran threatened retaliation, and crude prices jumped back toward key technical levels. The rebound is reviving inflation fears, pushing bond yields higher and challenging the recent rotation away from energy. Energy is benefiting from geopolitical tensions and renewed supply uncertainty, while Chinese technology stocks are attracting attention thanks to massive government support for AI infrastructure and valuations that remain a fraction of those seen in the US.

Listen to find out more!

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.

Rss Apple Podcaster
Podden och tillhörande omslagsbild på den här sidan tillhör Swissquote, Ipek Ozkardeskaya, Feyyaz Alingan. Innehållet i podden är skapat av Swissquote, Ipek Ozkardeskaya, Feyyaz Alingan och inte av, eller tillsammans med, Poddtoppen.