Morning coffee

Beat the clock - Spanish subtitles

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 - Spanish subtitles

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? - Spanish subtitles

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 - Spanish subtitles

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

La reunión del BCE

¿Qué se puede esperar de la reunión del BCE de hoy? ¿Qué está en juego y cuáles son las opciones disponibles? John Plassard da una pequeña visión general...

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 - Spanish subtitles

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 - Spanish subtitles

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 - Spanish subtitles

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

Remesas

Con el mundo detenido hace unos meses, un aspecto muy específico y casi inadvertido de las finanzas personales se vio seriamente afectado: las remesas. John Plassard explica más en su Morning Coffee.

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 - Spanish subtitles

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 - Spanish subtitles

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.

Morning coffee

Las relaciones EE.UU. / China

Las relaciones entre los EE.UU. y China son un indicador clave de la salud mundial, ya sea política o económica. John Plassard ha explorado los recientes desarrollos en su diálogo continuo y les trae algunos elementos para evaluar el nivel de interacción entre estos 2 gigantes.

Morning coffee

el sector automovilístico

El concepto global de movilidad ha cambiado en 2020, de forma permanente o no, el futuro lo dirá. ¿Cómo se adapta el sector automovilístico al nuevo paradigma? ¿Cuáles son las perspectivas de futuro del sector?