Are markets ignoring the recession signals? [Video]

Ipek Ozkardeskaya Swissquote Bank Ltd

Tariff chaos, a weakening US economy, Trump’s pressure on Federal Reserve (Fed) and the Bureau of Labor Statistics (BLS) and an AI-driven tech rally — all in just two weeks. Market sentiment is turning sour even though the Fed cut expectations mount and the S&P500 earnings beat expectations.

But is the S&P 500’s strength overstated? Are markets ignoring the recession signals? And who really pays for all these tariffs?

Author

Ipek Ozkardeskaya

Swissquote Bank Ltd

Ipek Ozkardeskaya began her financial career in 2010 in the structured products desk of the Swiss Banque Cantonale Vaudoise. She worked in HSBC Private Bank in Geneva in relation to high and ultra-high-net-worth clients.

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