16
Mar
Growth at a standstill in Q4. Mixed leading indicators. Slight improvement in consumer confidence. Trade deficit narrowed. Inflation down. Expansionary monetary policy. Moderate outlook for the Nikkei. Key points Japan's economy stalled in Q4 (9%) Barely positive outlook for Q1 2023 GDP growth up +1% in 2023 Leading indicators still moderately optimistic Weak improvement in [...]
09
Mar
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 [...]
06
Mar
The economy stagnated in the fourth quarter. Recession risks remain low. The rebound in inflation does not appear to be sustainable. Monetary policy reversal delayed. Attractive bond yields. Positive outlook for equities. Key points Swiss economy stalls in Q4 Outlook reduced to +0.7% growth in 2023 Domestic demand supports GDP Leading indicators slightly more positive [...]
01
Mar
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: [...]
22
Feb
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 [...]
15
Feb
U.S. strategic reserves will decline further in the near term. President Biden's decision to release an additional 26 million barrels in the coming months will further reduce the level of reserves below 350 million barrels in an unstated goal (...) World crude oil demand above 100 Mbpd in 2023 Discover our Investment Flash down below: [...]
09
Feb
The rise in financial assets in January came at a time when most investors still seemed cautious and underweight in equities. Despite the change in the inflation trend and the decline in bond yields many (...) The return of FOMO could support an upcoming bullish recovery Discover our Investment Flash down below: Read more To [...]
01
Feb
The consumer cyclical sector was particularly affected in 2022 by investor fears that consumers would cut back on non-essential spending in the face of rising inflation and declining purchasing power. Fears of a (...) Adjustment to less pessimistic economic outlook Discover our Investment Flash down below: Read more To make sure you don't miss any [...]
30
Jan
At the beginning of the results publication's season for US companies, it is already interesting to note that most companies have announced results in line with or above expectations, which have been reduced for some time. (...) This is once again the time to favor growth stocks Discover our Investment Flash down below: Read more [...]
18
Jan
Chinese demand, which had contracted compared to previous years due to health policy, was partially offset by the still strong demand from developed countries supported by the energy transition. Despite fairly positive (...) China's renewed growth reinforces imbalances Discover our Investment Flash down below: Read more To make sure you don't miss any of our [...]
