US stocks are hovering near record highs, even as Treasury yields climb to levels last seen more than two decades ago. Strong AI demand is keeping growth expectations upbeat—but how much more pressure can technology stocks absorb? Meanwhile, a Tokyo-based fund’s exit from French government bonds highlights another potential risk: Japanese investors bringing money home. With domestic yields becoming more attractive, repatriation could support the yen, reinforce a carry trade unwind and reduce demand for overseas bonds, and eventually risk assets.

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.