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.

Weekly Insights

US Presidential election: market scenarios

A few days before the American presidential elections, John Plassard gives us a special edition of his Weekly Insights: he today establishes and analyses 4 potential market scenarios post Election Day on November 3rd.

Macro Update

Trumponomics

How does the US economy do under the Trump presidency? Our Chief Economist Gero Jung provides a preliminary economic assessment in today's Weekly Macro & Strategy update. No focus on politics... only pure economic statistics!

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

Join the Live stream on YouTube on November 4, at 8:30 a.m. (CET) to discover the views of two of our experts: John Plassard, Investment Specialist at Mirabaud and Gero Jung, Chief Economist at Mirabaud Asset Management.

Bond moment

SURE bond

How is the European bond market doing so far in 2020? New issues have been flooding and sustainability has become unavoidable. Listen to Catherine Reichlin's analysis in today's Bond Moment.

Weekly Insights

Farmers, unicorns and hot spots

Farmers, unicorns and the ECB, what do they have in common ? All three are addressed in the Weekly Insights with John Plassard this week !

Macro Update

And what about the Brexit?

Although less covered than the US elections, the ongoing Brexit issues and especially the lack of agreement between the UK & the EU could have adverse effects on the markets. How exactly? Listen to Valentin Bissat's analysis on the subject.

Bond moment

Marriage of convenience

In her Bond Moment, Catherine Reichlin discusses the current rebound in the credit markets and questions its continuation into a significant rally.

Weekly Insights

Money losing firms & Christine Lagarde

In today's Weekly Insights, John Plassard addresses the subject of money-losing firms in the US, designated Christine Lagarde as the "woman of the week" and points out a few events to keep on your radar next week.

Macro Update

The land of opportunity

What possible impacts could the US election have on equity markets? A lot of open doors, according to Marie Thibout. Listen to her Weekly Macro Update on Joe Biden's likely election and investment opportunities!

Weekly Insights

Airlines, Renewable Energy and next week...

In his new Weekly Insights format, John Plassard gets into some details about the airline industry, his new "Man of the Week" takes us into renewable energies and we'll know what to keep an eye on next week. Some food for thought for the weekend!

Macro Update

US jobs market

Following the release of last month’s employment data, Gero Jung today puts a focus on the US labour market in his Weekly Macro Update. Does the latest data affect his baseline scenario? And where does recovery in the Eurozone stand? Listen to his full update here.

Weekly Insights

Week 40

Welcome to this first issue of Weekly Insights with John Plassard... a break during your week, in which he will provide insights on several hot topics. He today decided to talk about Kamala Harris (the woman of the week), 80% (the number of the week) and gives us a rapid overview of what to expect next week.

Macro Update

European recovery

A second wave of coronavirus is putting pressure on the European recovery. But is it reason enough to stop investing? Listen to Marie Thibout to learn more about the economic future of the Old Continent.

Morning coffee

Presidential predictions

John Plassard gives you his forecast on the US presidential elections. How can new ways of voting have an impact on the results, and how will the markets likely behave on November 3rd ? Listen to the Morning Coffee to find out more !

Morning coffee

Economics alphabet

The way CEOs around the world perceive the economic recovery scenarios post-COVID19 depends greatly on their geographical position and how their countries deal with the pandemic. This is the interesting fact John Plassard analyses today in his Morning Coffee.

Morning coffee

Black Swan

Increase in Covid-19 cases in many European countries raises the question of new lockdown measures... But could the economies survive such a scenario? This is the question addressed by John Plassard in today's Morning Coffee.

Morning coffee

The price of a president

The presidential and legislative elections of 2020 in the US are about to become the most expensive ones in History. What can explain such an increase in investment ? John Plassard spends some time on the subject in his Morning Coffee.

Bond moment

Green wave

The "build back better" trend and "green ambitions" are boosting the market. New more respectful bonds allow investors to know how their money is invested. This trend speaks for more integration and support to transitioning companies. In her Bond Moment, Catherine Reichlin addresses the "green wave" in a constructive and optimistic manner.