Morning coffee

Equities

Today John Plassard sends out a signal of caution regarding the equity market on the short term. Listen to his Morning Coffee and discover the four elements on which he builds his analysis.

Morning coffee

US-China tradewar

John Plassard comments the renewed trade war tensions between the US and China after assumptions that the virus would have been created in a Chinese laboratory. How do these tensions affect the US economy? Listen to this Morning Coffee.

Bond moment

Open bar

In her weekly Bond Moment, Catherine Reichlin today addresses the risk binge credit markets are experiencing since a couple of weeks and the Moral Hazard the famous economist Adam Smith talked about. A situation of open bar.

Morning coffee

April US unemployment rate

Today John Plassard comments about the April US unemployment rate that will be released next Friday and the debated ratio between the number of job losses due to the lockdown and the number of life losses.

Morning coffee

European economic figures

Now that real figures of the economic situation are being released in Europe, what does John Plassard have to say about them? Have a Morning Coffee and watch him here.

Morning coffee

Technology stocks in the S&P500

Before we get results of some technology giants later today, listen to John Plassard's observations about the weight of those stocks in the S&P500 in todays Morning Coffee.

Morning coffee

What about Warren Buffett?

Wondering about Warren Buffett & his firm Berkshire Hathaway's investment strategy during this period? Discover John Plassard's comments about it in his Morning Coffee.

Morning coffee

Tomorrow's FED meeting

Today John Plassard focuses on the next FED meeting taking will take place tomorrow. Listen to his full analysis and expectations about the upcoming FED rates.

Bond moment

Deep in the woods

Our Head of Research at Mirabaud Wealth Management today addresses the sensible link between an efficient pandemic management, the situation of demand and the health of the global economy.

Morning coffee

Appointments of the week

This week is probably one of the most important weeks of Q1. Don't miss John Plassard's Morning Coffee today: briefing the appointments of the week one should not miss.

Morning coffee

Covid19 crisis investment summary

To end the week, John Plassard's Morning Coffee proposes an overview of investment since the start of the crisis... Enjoy and stay safe!

Morning coffee

USA-China relations

In today's Morning Coffee, John Plassard comments on the evolution of relations between the USA and China in a post covid19 world.

Morning coffee

WTI Crude Oil Price Follow-up

Following numerous questions on the oil future contract collapse yesterday, John Plassard goes technical on the delivery process in his Morning Coffee.

Morning coffee

WTI Crude Oil Price

John Plassard, our Senior Asset Specialist, comments yesterday's epic events and the WTI crude oil price behaviour in today's Morning Coffee.

Bond moment

A guardian angel for fallen angels

Catherine Reichlin, Head of Research at Mirabaud Wealth Management, comes back on her recent post about fallen angels and provides a follow up, given the state of the markets and the FED's reactiveness in particular.

Morning coffee

US deconfinement plans

In his Morning Coffee, John Plassard brings some clarifications regarding deconfinement plans in the US.

Morning coffee

US banks' results

US banks' results are under global scrutiny. What is John Plassard's view on this? Listen to him with your Morning Coffee.

Morning coffee

Is cash still relevant?

What about cash today? Is it still relevant? That's today's topic in John Plassard's Morning Coffee...

Morning coffee

US deficit

On a daily basis, John Plassard gives us insights about the market. Let him share with you his thoughts on US deficit with your Morning Coffee...

Morning coffee

Fed's current programs

The Fed's current programs are under John Plassard's scrutiny... His observations are to be listened to in today's Morning Coffee.