Brent near $100pb weighs on sentiment | MarketTalk

Brent crude is approaching the psychological $100pb mark as geopolitical tensions and supply disruptions keep energy markets on edge. Falling global oil reserves, disruptions around the Strait of Hormuz and a potential recovery in Chinese crude demand could add further upside pressure to prices. Higher oil and gas prices are also reviving inflation concerns, pushing bond yields higher and complicating the outlook for central banks. Meanwhile, technology stocks continue to resist the broader risk-off mood, supported by fresh AI developments and major new partnerships. But the AI story has another side: massive capital spending, rising borrowing requirements, leveraged balance sheets and uncertain returns. Watch the full episode to find out more! 0:00 Intro 0:59 Rising oil hits sentiment 1:29 How high could oil go? 5:48 Some sectors will continue to do better than others! 6:57 Inside Tech 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. #Brent #Oil #Energy #Inflation #Markets #China #BondYields #Stocks #AI #Tech #Oracle #Investing #MarketOutlook #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/inspire _____ 👉 Discover Swissquote’s culture and join a company that values innovation, diversity and team spirit: https://www.swissquote.com/en/careers _____ 👉 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/inspire _____ 👉 Discover Swissquote’s culture and join a company that values innovation, diversity and team spirit: https://www.swissquote.com/en/careers