Morning coffee

New energy

In his Morning Coffee today, John Plassard makes a global overview of renewable energy, a successful and promising sector. Are we there yet?

Weekly Macro Update

Chinese recovery

Marie Thibout casts a light on macro economic data and central banks’ decisions in this Weekly Macro Update, a review of the focal insights from the economic and asset management spheres.

Morning coffee

Beat the clock

Is it the end of the Swiss mechanical watch, seriously challenged by the connected watch? Not at all, according to John Plassard! Take the time to listen to our expert's Morning Coffee.

Morning coffee

Pet love

In 2019, Americans spent more than $70 billion on their pets. This tendency is exacerbated by cultural changes and innovation in the field. John Plassard shares some pet love in his Morning Coffee !

Bond moment

The End of the Curve

This week, Catherine Reichlin discusses the very long-end of the US yield curve and why investors are taking the duration risk.

Morning coffee

How is China coping?

Let's dive a minute into the Chinese economy. What is it made of? What are the perspectives? John Plassard will be your guide!

Morning coffee

Cost of raising children

The personal part of personal finance is always harder to deal with because circumstances color the way we view our money decisions. Did you ever wonder how much raising a child costs? John Plassard tackles this question in his Morning Coffee.

Morning coffee

ECB Meeting

What should be expect from today's ECB meeting? What's at stake and what are the options available? John Plassard gives a little bit of an overview...

Weekly Macro Update

US Unemployment

Gero Jung casts a light on macro economic data and central banks’ decisions in his Weekly Macro Update, a review of the focal insights from the economic and asset management spheres.

Morning coffee

Half glass full

In a year described so far as bleak and uncertain, isn't it time to open up for optimism? That's what John Plassard discusses in today's Morning Coffee.

Morning coffee

Down and out

Shortage of payment and resulting evictions are one of the many consequences of the pandemic in the US. Fortunately, eviction moratoria hit the pause button on a major housing crisis, but until when ? It is the subject of John Plassard’s Morning Coffee.

Bond moment

Like a Camel

This week, Catherine Reichlin looks more deeply into the subject of Egypt's debt, and details all of the country's initiatives in the bond world and beyond.

Morning coffee

Dead weight

After a few months with people stuck at home, did the crisis have a tangible effect on their weight and does it have an impact on the world of finance? In short, yes, but for more explanations, turn to John Plassard !

Morning coffee

Short Interests

What's happening on the front of short interests? John Plassard takes a moment to point some recent facts at us... There are some very interesting and unusual movements that we should be aware of. Grab a Morning Coffee, take a seat and watch him!

Morning coffee

Remittances

With the world stopped for a few months, a very specific and almost unnoticed aspect of personal finance took a serious hit: remittances. John Plassard explains more in his Morning Coffee

Weekly Macro Update

Monetary Policy

Gero Jung casts a light on macro economic data and central banks’ decisions in his Weekly Macro Update, a review of the focal insights from the economic and asset management spheres.

Morning coffee

American Elections

One of the most gripping events in 2020 will be the US elections. A few weeks before that, John Plassard tries to decode the duel between Joe Biden and Donald Trump and presents a study that shines an interesting light on what's currently at stake.

US Technology

US technology has been the star in markets over the last few months. Some details and perspectives from John Plassard in his Morning Coffee will give you a few pointers to better understand this sector.

House View

September 2020

Mirabaud House View is our monthly investment strategy. Brought to you by Gero Jung, Chief Economist, and his team. It covers macro analysis and our position concerning the major asset classes.

Bond moment

THE LONGER THE BETTER

For the first time, Abu Dhabi issued a 50-year maturity bond. Catherine Reichlin tells us more about it and gives us some hints to better understand in her weekly Bond Moment.