Category: Investment flash

The fall in international listed real estate stocks observed in February and March does not seem to us to reflect the negative situation for most of them. Indeed, often falling back to the price levels of the beginning of Q4 2022 and sometimes already significantly below them (...) The recent correction is an opportunity to [...]

A major shift is taking place in global commodity trading and beyond this sector in the global trade of goods and services. De-dollarization now seems to be accelerating with the development of a China-backed trend (...) Declining global demand and falling dollar Discover our Investment Flash down below: Read more To make sure you don't [...]

After having been one of the best assets in terms of relative performance in 2022, gold has again kept its promises in 2023 increasing by +9.77% and by approaching, once again, its historical high of $2,075 per ounce. At the beginning of the year we announced that the yellow metal would benefit (...) BRICS support [...]

The decline in crude oil prices from their June 2022 highs above $120 to $70 was interrupted by the expectation that China would reopen and recover its demand for crude oil. As this was not forthcoming, inventories (...) Trend change for crude oil prices Discover our Investment Flash down below: Read more To make sure [...]

The banking crisis of the last few days has had a major impact on the financial stability of Switzerland, which had never imagined to face a major crisis situation such as the one posed by the risk of bankruptcy of the country's second systemic bank. In a few hours (...) Switzerland's financial stability is in [...]

The US Federal Reserve meeting ended with a 0.25% increase in key rates. This may well mark the end of the monetary tightening cycle that began twelve months ago, despite the door being left open to further possible increases by (...) Markets still betting on rate cuts in 2023 Discover our Investment Flash down below: [...]

The failure of the Silicon Valley Bank has already pushed the American authorities and the Fed to act very quickly to avoid a panic. The former, through the voice of President Biden, sought to reassure by noting that the banking system was solid, while (...) Monetary conditions will need to be eased Discover our Investment [...]

The Swiss market is no exception to the recent correlation between capital markets. In spite of different economic cycles and different monetary policies, the less favorable than expected development of inflation in most countries has rekindled uncertainties in (...) CHF bond yields are attractive again Discover our Investment Flash down below: Read more To make [...]

New rents in the United States fell by -3.5% in January from their peak in August 2022. This is now the first consecutive six-month decline in five years. After having largely benefited from a rise in demand following the pandemic (...) Positive impact on U.S. interest rates: buy bonds Discover our Investment Flash down below: [...]

European equities have benefited greatly from the marked improvement in the stock market climate in recent months. With an increase of 11.5% (in CHF) in 2023, they often outperform other regional indices (S&P500 +6.2%, Japan +2.3%, China +7.3%). Since the beginning of the stock market recovery (...) Arbitrage on US stocks and emerging markets Discover [...]