Macro Update

In this week’s Macro and Strategy Update, Gero Jung invites us to take a look at the world economy and analyses how different economic recovery patterns may impact investment behaviors.

Oil prices have risen tremendously since the beginning of 2021 and almost 10% in June alone. What are the possible reasons and the investment opportunities of such a configuration?

The USD strongly reacted to recent events. So what is our positioning on the US dollar after the last FOMC and ECB meetings?

In this Weekly Macro and Strategy Update, Gero Jung tackles two important questions: is the Middle Empire becoming an inflation exporter? What factors could possibly explain this phenomenon?

In this Weekly Macro & Strategy update, Valentin Bissat argues that the bond rally is only temporary. Why? There are 4 main reasons... discover them here.

How to profit from the reopening of global economies? And in which sectors in particular? Listen to Marie Thibout's view in this Weekly Macro & Strategy Update.

A rising question which has put investors under pressure is if and when inflation will take off. What impact could this runaway phenomenon have on the investment side?

What are the implications of higher inflation on your portfolios? Listen to our Senior Economist & Strategist Valentin Bissat to know more about it and about the consequent positioning of our portfolios.

In this week’s video, Gero Jung looks at the implications of the latest US labour market report and tells us why he keeps a prudent investment view in US fixed income securities.

Is it time to take profits on US techno stocks? According to our economist & strategist Marie Thibout: absolutely. Listen to her full analysis here.

Marie Thibout today gives us an update on the European equity markets and, more specifically on the small & mid-caps segments. Is it still time to invest there?

Our expert Gero Jung gives us an outlook on US inflation and tell us why he thinks US inflation is likely to spike.

Could emerging market equities outperform developed market equities, and if so: when? Listen to our economist & strategist Marie Thibout.

US households received a 3rd stimulus check last month, as part of the various rescue plans voted by Congress. Did this money pour back into the US economy or was is rather saved or used toward debt? Listen to Valentin Bissat's analysis and discover the statistics.

In March, many central bank meetings took place. Whether the ECB, the US Fed or our very own Swiss National Bank, what is the main message coming from them and what does it imply on our asset allocation? Listen to our Chief Economist Gero Jung.

Is dollar weakness over and what does it mean for asset allocation? Listen to the view of our economist & strategist Marie Thibout on this subject.

Federal Reserve members are meeting today to discuss the monetary policy stance in the US. Given the rise in long-term yields, Fed Chair Powell will certainly be asked about a possible “Operation Twist”. But what is it exactly? Listen to our expert Valentin Bissat.

US consumer spending, which represents more than 2/3 of total US economic activity, appears to be on fire... Could that be a sign of recovery for global growth? Listen to our Chief Economist Gero Jung to know more.

Time to switch from growth to value stocks? Listen to our economist & strategist Marie Thibout, giving us a sectorial allocation update, to know more about this question.

Why do we maintain a positive view on cyclical equities in a context in which analysts fear that the reflation trade is already priced into markets, and rising long-term yields in the US could hurt equities? Listen to Valentin Bissat to know more.