Strong tech earnings are struggling to fuel lasting market enthusiasm. Elevated oil prices, geopolitical tensions and widening European sovereign yield spreads add to the uncertainty. Carrefour’s profit warning shows that even defensive businesses face risks. As markets digest the news ahead of next week’s earnings, we examine technology’s rebound potential, selective defensive opportunities, Treasury yields and gold’s longer-term appeal.

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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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