Bond moment

Better little than less than nothing

What consensus for the euro zone bond market can we expect in 2021? Catherine Reichlin tells us that if the low level of bond yields is not good news for future performance, the measures announced by the ECB give reason to hope!

Macro Update

ECB watcher

How do the most recent actions taken by the European Central Bank impact the Swiss monetary policy? This is what our Chief Economist Gero Jung focuses on today, in this last Weekly Macro & Strategy Update of 2020.

Bond moment

We need more Caire

Diversifying sources of financing is key to limit dependence on creditors and Egypt is the perfect example. Above progressing in delivering its local debt on Euroclear, Egypt has been active on the green bond market since this autumn. This casts a light on the E of ESG. But what about the "Social" & "Governance" levels?

Weekly Insights

Natürliche Sprachgenerierung (NLG)

Was ist NLG, wie funktioniert es und wie wichtig ist dieser Teilbereich der künstlichen Intelligenz konkret? Hören Sie John Plassard und seinem Avatar zu, um mehr darüber zu erfahren.

Macro Update

All about USD

Our economist & strategist Marie Thibout focuses on the US dollar today. They have been negative on USD since last March and implemented a double underweight for several profiles this summer. Was it a good call?

Bond moment

Abracadabra

Do the central banks have superpowers? And how would they affect bond markets? This is the magic trick explained by Catherine Reichlin today.

Weekly Insights

Avatar

Inwieweit können Avatare Menschen tatsächlich ersetzen? Wie werden sie geschaffen; in welchen Bereichen könnten sie nützlich sein und in welchem Sinne? Lassen Sie sich heute von John Plassard... oder besser gesagt sein Avatar... durch dieses Thema führen.

Macro Update

Gold

How is gold doing and what role does it hold in our asset allocation? Along with the divergence between gold and bitcoin prices, Valentin Bissat tells us more about this in today's Weekly Macro & Strategy Update.

Bond moment

The love boat

Catherine Reichlin talks about credit markets and its reaction to the announcement that the Fed could end its credit facility programme. The symptomatic example of Carnival shows the ambient optimism linked to the materialisation of a vaccine but also to the certainty that at the slightest stress, governments will intervene again.

Weekly Insights

Janet Yellen

Heute steht die mögliche nächste US-Finanzministerin, Janet Yellen, im Mittelpunkt des Interesses von John Plassard. Was werden ihre nächsten Herausforderungen sein und wie haben die Investoren auf ihre Nominierung reagiert?

Macro Update

2021 economic outlook

In today's issue, Gero Jung summarises his 2021 economic outlook... and while short term bumps in the road exist, the economic outlook looks overall encouraging next year!

Bond moment

Forced diet

Catherine Reichlin, our Head of Research, talks about bond scarcity and how this impacts investors... and more particularly the conservative ones. Listen to her Bond Moment to start your week.

Weekly Insights

Top-Themen

Heute hat John Plassard beschlossen, zwei Themen ins Rampenlicht zu rücken: die Attraktivität der Emerging Markets und die unsichere Lage der Gastronomen in den USA. Erfahren Sie mehr über seine Gedanken in den Weekly Insights.

Macro Update

Opportunities

In today's Weekly Macro & Strategy Update, our Economist & Strategist Marie Thibout gives us a global review of the opportunities offered by the current sectorial rotation in global equity markets.

Bond moment

Bear with me

In today's Bond Moment, Catherine Reichlin evokes Russia's great comeback on the euro bond market. An interesting tactical choice with a timing that is rather based on political considerations (American elections) than economic or financial ones.

Weekly Insights

Im Mittelpunkt

In der heutigen Ausgabe der Weekly Insights stellt John Plassard drei Schlüsselthemen in den Mittelpunkt: Gold, die Aussichten für den S&P500 und die Sektor-Rotation, die sich an den Aktienmärkten abzeichnet. Einige Denkanstösse vor dem Wochenende.

Macro Update

Uncertainty

How exactly has uncertainty been affecting financial markets lately? And announcements of a Biden presidency and a COVID vaccine? Find out in Valentin Bissat's analysis.

Bond moment

In the Pocket

The Reserve Bank of Australia has been quite shy in terms of market measures so far. Until now. Catherine Reichlin takes us through the decisions taken in Australia.

Morning coffee

US election 2020: what’s next for financial markets?

Catch up on our US elections morning's live special with John Plassard and Gero Jung commenting the first results and their potential impact on markets...

Bond moment

SURE...veillance

In her Bond Moment, Catherine Reichlin focuses on the new SURE bonds issued by the EU. They come with a number of constraints, which will raise new challenges due to the large amount of data to be processed.