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The US Supreme Court has shaken up the trade landscape, ruling most Trump-era import tariffs under the IEEPA illegal. Markets reacted immediately: US yields edged higher, the dollar slipped, and gold and silver rallied, bringing trade uncertainties back into focus. Meanwhile, software stocks are showing the split impact of AI anxiety versus strong earnings. Cybersecurity names stumble, while cloud and other software companies posting better-than-expected results see notable rallies. This week, all eyes are on tariffs, Trump, US yields, the dollar — and Nvidia plus major software earnings. Volatility will likely dominate, but so will opportunities! Watch the full episode to find out more! 0:00 Intro 1:15 US tariffs back on the table! 6:06 US data shows softer growth, stronger price pressures... 7:13 Software's AI dilemma: Good or Bad? 9:02 Nvidia Earnings Week! 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. #TradeWars #USMarkets #Tariffs #Trump #USDebt #Volatility #Gold #Silver #SoftwareStocks #AI #Nvidia #EarningsSeason #MarketOpportunities #Swissquote #MarketTalk _____ 👉 Discover our brand and philosophy: https://www.swissquote.com/en/group _____ 👉 Deepen your trading and investing knowledge with Swissquote Inspire: explore our articles, analyses, webinars and exclusive content: https://www.swissquote.com/private/in... _____ 👉 Discover Swissquote’s culture and join a company that values innovation, diversity and team spirit: https://www.swissquote.com/en/careers