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Ipek Ozkardeskaya

  • Analysis & Opinion

Ipek Ozkardeskaya's Opinion & Analysis
A complete archive of Ipek Ozkardeskaya's articles, including current analysis & opinion.

France has stepped into a crisis mode after a series of events - that included budget concessions to make Le Pen happy - ended with Le Pen not being happy. Consequently, Barnier used a constitutional...
European Doom and Gloom
By Ipek Ozkardeskaya - Dec 02, 2024
December doesn’t arrive with chocolate and flowers for Europe. First, Stellantis (NYSE:STLA) CEO resigns on weaker sales and tumbling profits. Second, VW workers are expected to walk out as early as...
The chip makers around the world felt the relief of a rumor suggesting that the sales curb to China could be less severe than previously expected. But the news didn’t necessarily translate in a...
Even though Donald Trump’s tariff threats on China, Mexico and Canada didn’t concern Europe, the feeling in Europe was far from being comfortable yesterday. The word tariff gives cold chills,...
Yesterday offered a moment of relief for some investors amid the Trump euphoria sweeping through the markets. The nomination of Scott Bessent for Treasury Secretary resonated well across investment...
Last week was marked by an improved sentiment in the US, but not so much in Europe. The US equities had a strong week: the S&P 500 rallied 1.68% over the week, Nasdaq 100 gained 1.87% - and that...
Moodiness due to a lack of a strong post-earnings rally from Nvidia (NASDAQ:NVDA) remained short-lived. Investors rapidly shrugged off the company’s warning that the profit margin will dip to 73% on...
Nvidia (NASDAQ:NVDA) announced another very strong quarter after the bell. The company surpassed its own revenue forecast by around $2bn (again!) and printed a sales number of $35.1bn. That’s around...
Geopolitical tensions were on the headlines yesterday after Ukraine fired its first US missile to Russia after having received the green light from the White House following a two-year wait to do so....
The week kicked off on a bullish note, as the recovery in US treasuries, and the retreat in US yields help boost appetite in major US indices. The S&P 500 rebounded 0.39%, while Nasdaq added...