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

En el punto de mira

En Weekly Insights de hoy, John Plassard pone 3 temas clave en el centro de atención: el oro, la perspectiva del S&P500 y la rotación sectorial que aparece en los mercados de valores. Algo en que pensar antes del fin de semana.

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.

Weekly Insights

Elección presidencial de los EE.UU.: escenarios de mercado

Unos días antes de las elecciones presidenciales estadounidenses, John Plassard nos ofrece una edición especial de su Weekly Insights: hoy establece y analiza 4 posibles escenarios de mercado posteriores al día de las elecciones el 3 de noviembre.

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

Granjeros, unicornios y puntos candentes

Agricultores, unicornios y el BCE, ¿qué tienen en común? ¡Los tres se abordan en Weekly Insights con John Plassard esta semana!

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 - Spanish subtitles

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

Aerolíneas, Energía Renovable y la semana próxima...

En su "Weekly Insights", John Plassard entra en algunos detalles sobre la industria aérea, su nuevo "Hombre de la semana" nos lleva a las energías renovables y sabremos qué vigilar la próxima semana. ¡Algo para pensar durante el fin de semana!

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

Semana 40

Bienvenidos a este primer número de "Weekly Insights" con John Plassard... ...un descanso durante su semana, en el que les proporcionará información sobre varios temas de actualidad. Hoy ha decidido hablar de Kamala Harris (la mujer de la semana), el 80% (el número de la semana) y nos da una rápida visión general de lo que se puede esperar la próxima semana.

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

Predicciones presidenciales

John Plassard les da su pronóstico sobre las elecciones presidenciales de Estados Unidos. ¿Cómo pueden las nuevas formas de votar tener un impacto en los resultados y cómo se comportarán probablemente los mercados el 3 de noviembre? ¡Escuche El Café de la Mañana para obtener más información!