Record highs, unresolved risks. The S&P 500 and Nasdaq 100 climbed to fresh records as lower oil prices and easing bond yields offered relief. But crude is rebounding, yields remain elevated, and the underlying pressures have not disappeared. Yesterday’s US three-year Treasury auction cleared at its highest yield since 2006, with indirect participation below average. Today’s 10-year auction will test whether higher yields can attract investors willing to commit for longer despite inflation, fiscal and interest-rate risks. Meanwhile, recovering Gulf exports and emergency reserve releases ease immediate supply concerns, but depleted inventories and unresolved tensions leave oil vulnerable to renewed upside pressure.

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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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