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The latest US CPI report looked like an early Christmas gift: headline inflation cooled sharply, core inflation surprised to the downside, and markets briefly celebrated the return of disinflation. But was it really that simple? A closer look reveals a far messier picture. Large parts of the October pricing data were missing, including key components such as shelter — a heavyweight in the CPI basket. Those gaps were effectively treated as showing no price growth, flattering the inflation numbers and earning the report its “Swiss cheese” nickname. Markets initially cheered, yields dipped and equities rallied, before reality set in and enthusiasm faded. With energy prices creeping higher, shelter disinflation moving slowly, and jobs data sending mixed signals, the inflation outlook remains anything but clear. So what does this imperfect CPI print really tell us? And does it change what the Fed should do next — or just add more noise to an already confusing picture? 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.

Markets are wobbling, Amazon’s $10bn OpenAI deal is raising eyebrows, Oracle’s mystery Michigan backer keeps investors guessing and credit fears are spiking — Oracle’s down 5%, Nvidia 3.8%, and even Amazon barely budged. Could the AI party finally be deflating? Micron happily beat expectations, proving the memory boom is alive and kicking thanks to AI demand. But it might not be enough to save the year-end rally. Today, all eyes are on today’s US CPI, the BoE might surprise with a dovish move, and the ECB stays calm. Toss in rising Fed repo operations and a BoJ hike tomorrow, and global markets are on a real rollercoaster. So the big question: is this just a market wobble or the start of a proper AI selloff? 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.

Markets usually cheer bad data — but this time, they hesitated. US jobs figures were weak, yet not weak enough to force a rethink on Fed policy. All eyes now turn to Thursday’s US CPI print — the final piece of the Fed puzzle this week. Across the Atlantic, the UK economy paints a gloomier picture. Rising unemployment and softer inflation gave the BoE room for a rate cut, but also highlighted an economy cooling faster than policymakers can fix — heading toward a direction where even lower rates may struggle to help. So, what does yesterday’s data mean for rates, equities, and global markets, why the US and UK are reacting so differently, and how investors are positioning ahead of key inflation prints. 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.

Markets started the week on a cautious footing. European and UK equities benefited from rotation flows, while US tech continued to struggle, with the Nasdaq 100 leading declines. Futures are pointing lower again this morning as investors brace for key US jobs and retail sales data — a familiar “good news is bad news” setup as markets try to anticipate the Fed’s next move. Investors remain cautious, albeit cautiously optimistic that weaker jobs data could reinforce dovish Fed expectations and support risk assets. That said, deteriorating sentiment in the technology sector may complicate the picture. 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.