18
Mar
The blockade of the Strait of Hormuz is causing a systemic shock to the fertilizer market, one far more critical than the oil crisis alone. This logistical bottleneck is blocking the export of 33% of the world’s urea and ammonia, creating [...] Rising fertilizer costs, falling yield and price pressure Discover our Investment Flash down [...]
12
Mar
The Swiss economy avoids technical recession. Weak outlook for H1 2026. Reversal of inflation trend. Change in the nature of risks for the SNB. Geopolitics supports the franc. Increased risks for Swiss assets. Key points Swiss economy avoids technical recession in Q4 The war in the Middle East also threatens Switzerland Headwinds for Swiss economy [...]
09
Mar
Precarious balance for the economy in 2025. Conflict in the Middle East causes crude oil prices to skyrocket. Likely decline in consumer confidence. Industrial production under pressure. The BOJ faces stagflation. Key points A difficult recovery in Q4 Q1 under pressure between resilience and external shocks Positive leading indicators before the energy crisis Likely further [...]
09
Mar
The recent decline of Chinese giants such as Baidu, Alibaba, and JD.com comes amid volatility fueled by dashed hopes for economic recovery and heightened [...] Prospects for substantial price increases Discover our Investment Flash down below: Read more To make sure you don't miss any of our publications and have access to exclusive research, don't [...]
05
Mar
Recent developments in the S&P 500 Media & Entertainment sector have been marked by a fairly clear dichotomy between digital giants such as Meta and Google on the one hand, and [...] Selective repositioning following improved valuations Discover our Investment Flash down below: Read more To make sure you don't miss any of our publications [...]
05
Mar
The massive decline in the US software sector over the past four months seems to us to be greatly exaggerated. The S&P 500 Software & Services Index has [...] Attractive medium-term investment opportunities Discover our Investment Flash down below: Read more To make sure you don't miss any of our publications and have access to [...]
08
Jan
The US intervention in Venezuela could well be a game changer for the dollar. Strategic control of the largest crude oil reserves could significantly affect [...] January 3 could well be a game changer for the USD Discover our Investment Flash down below: Read more To make sure you don't miss any of our publications [...]
23
Dec
Equity markets will end the year barely higher than their late September levels, but against a backdrop of significant quarterly volatility and uncertainty surrounding the risks of a slowdown and a rebound in inflation in Q1 2026. The prospects for rate cuts are [...] Expected rate cuts and high valuations Discover our Investment Flash down [...]
22
Dec
GDP slows in Q3. Soft landing in Q4 and Q1 2026 highly uncertain. High underemployment at 8.7%. Key interest rates close to neutral. Risks of inflation rebound in Q1. Reduced outlook for bonds. Consolidation of equity markets. Key points Growth slows in Q3 after Q2 euphoria Soft landing in Q4 for US GDP Leading indicators [...]
19
Dec
The ECB's change of course, which interrupts its cycle of easing, is altering the configuration of the interest rate markets. The consensus that yields would continue to fall has disappeared. Eurozone sovereign yields are [...] ECB decision wipes out prospects for capital gains Discover our Investment Flash down below: Read more To make sure you [...]
