Ipek Ozkardeskaya @ipek-ozkardeskaya.bsky.social · 09/10/2026Oil, yields, AI and soon #EARNINGS! #markettalk 000
Ipek Ozkardeskaya @ipek-ozkardeskaya.bsky.social · 08/10/2026AI needs to print good earnings to continue attracting capital... that's the base case. What could go wrong? #AI #technology #marketoutlook #markets 000
Ipek Ozkardeskaya @ipek-ozkardeskaya.bsky.social · 07/10/2026#WTI rebounds after testing 50-DMA to the downside... given the headlines, it is not ready to ease for good... #marketoutlook #energy #markets 000
Ipek Ozkardeskaya @ipek-ozkardeskaya.bsky.social · 06/10/2026#SPX unfazed by rising yields. For how much longer? Tell me in the comments below your expectations! #yields #macro #technology #marketoutlook #stocks #bonds 111
Ipek Ozkardeskaya @ipek-ozkardeskaya.bsky.social · 05/10/2026#EURUSD at 17-month low on French debt worries.. and the risk that it spills over to other euro area countries... #markettalk #eurodebt #fx #bonds #macro 000
Ipek Ozkardeskaya @ipek-ozkardeskaya.bsky.social · 02/10/2026Oh no... another $EUR debt crisis? #markettalk @Swissquote 000
Ipek Ozkardeskaya @ipek-ozkardeskaya.bsky.social · 01/10/2026Strong #Micron results versus rising long term yields.... Market breadth narrowing.. 000
Ipek Ozkardeskaya @ipek-ozkardeskaya.bsky.social · 30/09/2026#micron to report after the bell. Are expectations too high to beat? 000
Ipek Ozkardeskaya @ipek-ozkardeskaya.bsky.social · 29/09/2026US yields rise not only on inflation expectations, but on stronger growth expectations. And flattening of the US yield curve now raises questions regarding whether the Fed expectations are going too far.. Full episode --> www.youtube.com/watch?v=U1k-... #globalmacro #marketoutlook #usd #ust 000
Ipek Ozkardeskaya @ipek-ozkardeskaya.bsky.social · 28/09/2026#SPX cheaper today than a year ago. But expectations should hold! #valuations #markets #stocks #indices 010
Ipek Ozkardeskaya @ipek-ozkardeskaya.bsky.social · 25/09/2026US yields past 5% - not great news, but equity performance will depend on the speed of change in yields and earnings growth! #markettalk #globalmacro #equities 000
Ipek Ozkardeskaya @ipek-ozkardeskaya.bsky.social · 24/09/2026#USD gains on strong data, rising yields. Debasement trade looks to be weakening in the short run, but the outlook remains unchanged for the longer term. #FX #globalmacro 000
Ipek Ozkardeskaya @ipek-ozkardeskaya.bsky.social · 23/09/2026US #diesel ban won't bring energy prices lower... #crudeoil #energyprices #markettalk 000
Ipek Ozkardeskaya @ipek-ozkardeskaya.bsky.social · 22/09/2026#MuseAI fuels $META appetite #technology #AI #markets 010
Ipek Ozkardeskaya @ipek-ozkardeskaya.bsky.social · 18/09/2026#USDJPY spikes despite #BoJ hike. It was too dovish, not decisive enough, a bit too timid, perhaps. #FX #FXtrading 000
Ipek Ozkardeskaya @ipek-ozkardeskaya.bsky.social · 17/09/2026#Fed hikes, dot plot hints at more hikes coming! #FederalReserve #FOMC #globalmacro 000
Ipek Ozkardeskaya @ipek-ozkardeskaya.bsky.social · 16/09/2026My answer to those who say 'you're too young, what do you know' I am not *that* young (thanks, though!), but you may be MISSING the broader picture. #UST #USyields #globalmacro #debt #macro #markettalk 111
Ipek Ozkardeskaya @ipek-ozkardeskaya.bsky.social · 15/09/2026Boring companies with cash, low leverage and actual earnings look just good enough in this jungle. #marketoutlook #markets #investing 000
Ipek Ozkardeskaya @ipek-ozkardeskaya.bsky.social · 14/09/2026Rising #WTI #BRENT, growing AI doubts weigh on sentiment into a busy economic/monetary agenda #Nasdaq #technology #AI #globalmacro #podcast 020
Ipek Ozkardeskaya @ipek-ozkardeskaya.bsky.social · 10/09/2026Who is The House!? #UST #Bessent #history #markets #ECB #rates #marketoutlook and MORE!!! Link to the full episode is here--> www.youtube.com/watch?v=kZh0... 000
Ipek Ozkardeskaya @ipek-ozkardeskaya.bsky.social · 09/09/2026#BRENT near $100pb, equities in the red. #globalmacro #podcast 010
Ipek Ozkardeskaya @ipek-ozkardeskaya.bsky.social · 08/09/2026#USDJPY rebounds after dipping below $153. What could go wrong? #carrytrade #carryunwind 000
Ipek Ozkardeskaya @ipek-ozkardeskaya.bsky.social · 07/09/2026Rising oil prices, strong US jobs boost Fed rate hike bets! #fed #rates #globalmacro #markets 011
Ipek Ozkardeskaya @ipek-ozkardeskaya.bsky.social · 04/09/2026If inflation won't cool, jobs must... #globalmacro #USjobsdata #NFP #Fed #USD 000
Ipek Ozkardeskaya @ipek-ozkardeskaya.bsky.social · 03/09/2026#WTI comes lower, US plans to boost #VenezuelaOil may be helping but the latter won't change the dynamics overnight not reverse rate hike bets. #marketoutlook #OOTT #energymarkets 011
Ipek Ozkardeskaya @ipek-ozkardeskaya.bsky.social · 02/09/2026#Shein goes public as G20 pushes back against cheap Chinese exports! #globaltrade #globalmacro #MarketTalk 000
Ipek Ozkardeskaya @ipek-ozkardeskaya.bsky.social · 01/09/2026#XAU falls as yields rise but long term outlook remains bullish. #gold #goldtrading #globalmacro 000
Ipek Ozkardeskaya @ipek-ozkardeskaya.bsky.social · 31/08/2026#Fed hawks are back after Warsh's Jackson Hole speech! #globalmacro #marketoutlook 000
Ipek Ozkardeskaya @ipek-ozkardeskaya.bsky.social · 28/08/2026All eyes on Kevin Warsh! #JacksonHole #Fed #globalmacro #marketoutlook 000
Ipek Ozkardeskaya @ipek-ozkardeskaya.bsky.social · 27/08/2026Is #NVIDIA cheap?! #technology #AIstocks #chipstocks 000
Ipek Ozkardeskaya @ipek-ozkardeskaya.bsky.social · 26/08/2026#WTI may be easing but diesel prices not just yet... #OOTT #energy #globalmacro 000
Ipek Ozkardeskaya @ipek-ozkardeskaya.bsky.social · 24/08/2026Bessent, Warsh and the Bond Market #globalmacro #USbonds #bondyields #JacksonHole 000
Ipek Ozkardeskaya @ipek-ozkardeskaya.bsky.social · 21/08/2026$USD falls despite rising $UST yields, rising $WTI #USDforecast #FX #globalmacro 001
Ipek Ozkardeskaya @ipek-ozkardeskaya.bsky.social · 20/08/2026US Treasury Buying More Long-Term Debt: WHAT COULD GO WRONG?! #UST #USD #GlobalMacro #MarketOutlook #MarketTalk 000
Ipek Ozkardeskaya @ipek-ozkardeskaya.bsky.social · 19/08/2026Can #BigTech outperform when yields climb? The full episode 👉https://www.youtube.com/watch?v=9G3Jlm2Lyjc #technology #markets #marketoutlook 000
Ipek Ozkardeskaya @ipek-ozkardeskaya.bsky.social · 18/08/2026#USD rebounds with #WTI, but long term outlook remains BEARISH, rallies could be interesting top selling opportunities! #FX #FXtrading #globalmacro 000
Ipek Ozkardeskaya @ipek-ozkardeskaya.bsky.social · 17/08/2026WTI gives muted reaction to tense Middle East headlines on news that Gulf countries get their crude out of using alternative ways! #OOTT #crudeoil 000
Ipek Ozkardeskaya @ipek-ozkardeskaya.bsky.social · 14/08/2026#SPX defy rising long term borrowing costs as earnings grow faster than stock prices! 000
Ipek Ozkardeskaya @ipek-ozkardeskaya.bsky.social · 13/08/2026#XAU has potential to rise further on US uncertainties... 000
Ipek Ozkardeskaya @ipek-ozkardeskaya.bsky.social · 12/08/2026Eyes on #USD #cpi update: soft print could support bullish trades! 010
Ipek Ozkardeskaya @ipek-ozkardeskaya.bsky.social · 11/08/2026#NVIDIA $500bn fresh funding news reignite circular AI worries... 000
Ipek Ozkardeskaya @ipek-ozkardeskaya.bsky.social · 10/08/2026#SPX earnings growth past 50% boosted by war-led energy price surge and tech! 000
Ipek Ozkardeskaya @ipek-ozkardeskaya.bsky.social · 29/07/2026#SKHynix plummets despite six-fold profit growth in Q2 - it tells a lot about how expectations went ahead of themselves. #earningsSeason #technology #AI 000
Ipek Ozkardeskaya @ipek-ozkardeskaya.bsky.social · 28/07/2026Worse than #NVDA 5%, #KOSPI's 10% selloff is the rising CDS! #bigtech #AI #marketstress #technology #AI 001
Ipek Ozkardeskaya @ipek-ozkardeskaya.bsky.social · 27/07/2026#CXMT gains +500% in Shanghai debut, bringing new piece to memory chip puzzle, pressuring $KOSPI on Monday trading #chipstocks #memorychips #AI #ChinaTechnology 000
Ipek Ozkardeskaya @ipek-ozkardeskaya.bsky.social · 24/07/2026Let's do some Game Theory: #BigTech Spender's Dilemma #AI #technology #stocks #gametheory #prisonersdilemma 020
Ipek Ozkardeskaya @ipek-ozkardeskaya.bsky.social · 23/07/2026#GOOGLE down post earnings. Free cash flow turning negative clouds 82% rise in cloud revenue. #earningsSeason #AI #technology 011
Ipek Ozkardeskaya @ipek-ozkardeskaya.bsky.social · 22/07/2026#BigTech spending will matter more for broader markets than their earnings! #earningsSeason 000
