27
Aug
The average value of real estate in the United States recorded its fifth consecutive monthly decline in June. The S&P CoreLogic Case-Shiller national index rose by only 1.9% year-on-year. However, there are [...] Anticipation of interest rate cuts starting in September supports the real estate market Discover our Investment Flash down below: Read more To [...]
26
Aug
AI and autonomous vehicles are strengthening China's technological power. China dominates 5G, batteries, and renewable energy. Chinese stocks are outperforming but remain underrepresented. Key points Chinese leadership in a growing number of key sectors China is rapidly becoming the world's largest market for industrial robots Rising technological power reshaping the global balance and driving competition [...]
20
Aug
After a generally favorable year for industrial metals in 2024, 2025 began with a sharp correction, particularly for copper. Since the spring, prices have [...] Marked decline in prices but fundamentals remain strong Discover our Investment Flash down below: Read more To make sure you don't miss any of our publications and have access to [...]
13
Aug
The rise in gold prices to $3,500/ounce (futures) was supported by statements from the US Customs Service, which initially declared that imports of gold bars would be subject to customs duties, particularly [...] Trump's comments fail to reassure investors Discover our Investment Flash down below: Read more To make sure you don't miss any of [...]
12
Aug
The trade war is accelerating China's emancipation. China has become a major technological power. Chinese leadership in an increasing number of key sectors. Chinese stocks are attractive and underrepresented. Key points The trade war is accelerating China's emancipation China has become a major technological power A clear and confident government commitment GDP resilience despite the [...]
07
Aug
Yields on US Treasury bonds have shown significant volatility. For the bond markets, the situation is already complex and the equation is difficult to solve. The SNB is considering negative interest rates if the franc continues its upward trend. Key points Continued decoupling between fixed income markets Between recession and inflation, rates are wavering in [...]
06
Aug
We might have expected volatility to return at the end of the 90-day truce to reach bilateral agreements, but the markets decided otherwise. The month passed with relative indifference, while [...] The job market is deteriorating and demand is expected to decline Discover our Investment Flash down below: Read more To make sure you don't [...]
05
Aug
The United States looks ever more fragile under Trump's policies. Economic slowdown and rising inflation likely. High uncertainty and low visibility induced by current chaos not conducive to long-term investment in Switzerland. Key points Macroeconomic risks and uncertainties return The US market levitates dangerously UK stocks are risky again The Nikkei rebound is now likely [...]
30
Jul
Crude oil price volatility has eased somewhat since mid-June following a period of extreme tension in the Middle East. However, the upward trend remains intact, with WTI prices above $67 per barrel, up significantly from the lows seen at the end of April. While the [...] Seasonality and pressure from Trump are supporting growth Discover [...]
24
Jul
Swiss real estate was again heavily influenced this quarter by volatility in short- and long-term interest rates. The fall in long-term yields following the introduction of customs tariffs in April supported the [...] Yields and risk premiums still attractive Discover our Investment Flash down below: Read more To make sure you don't miss any of [...]
