Domestic demand is supporting growth. Strong franc dampens inflationary momentum. Unexpected change in monetary policy by the SNB. Extreme volatility in the
capital market. A window of opportunity opens for Swiss stocks.

Key points

• Swiss economy resists headwinds
• Public and private consumption remain the main
  drivers of the Swiss economy
• Leading indicators continue to plummet
• Swiss inflation at 30-year high
• Surprise and radical change in SNB policy
• The franc benefits from the Swiss central bank’s
  monetary tightening
• Extreme volatility in the Swiss capital market
• A window of opportunity opens for Swiss equities

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