Macro Update

US fiscal largesse: is it too much?

Could the new fiscal stimulus plan, unveiled by the Biden administration, increase the risk of an overheating US economy? Gero Jung clarifies this hot topic for you today.

Macro Update

Retail investors: a disruptive power for financial markets?

Could retail investors, such as the "Reddit community", be a disruptive power for financial markets? And what effects can we expect in the middle to long term? Listen to the analysis of our economist & strategist Marie Thibout on this very trending topic.

Macro Update

Chinese Market

In this week's Macro & Strategy update, Valentin Bissat tells us all about the Chinese market and what to expect from it.

Macro Update

Central Bank Policy Action Monitor

In today's update, our Chief economist Gero Jung focuses on central bank policy, and in particular on the last ECB policy meeting. Let him guide you through three main outcomes of this meeting.

Macro Update

Bond market prospects

What are the prospects for bond markets in the context of a reflation scenario and possible future tapering by the Federal Reserve? Let our Economist & Strategist Marie Thibout tell you more.

Macro Update

Positioning overview

What is Mirabaud Asset Management's position on US dollar & gold? In this first video of 2021, our Senior Economist / Strategist Valentin Bissat gives us a brief overview, based on several political and economic factors.

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.

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?

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.

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!

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.

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.

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!

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.

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!

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.

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.

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.

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.

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.