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Bye Bye 2023

[#ONEwithyou] Bye Bye 2023

As the year draws to a close, we would like to extend our warmest wishes to you and your loved ONEs.

Take a look at our year-end video and deep-dive into our hopes and wishes for 2024.

We wish you a joyous holiday season and a prosperous New Year filled with love and peace.

Best wishes,

#TakeCareOfYourLovedONEs

thb_greetings_2023
Macro

The Fed and the ECB are in no hurry

The US central bank's patience is fully justified, but the ECB's wait-and-see attitude is questionable.
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Macro

Renewed realism and healthy correction

Investors have reassessed the prospects for interest rate cuts amid sticky US “core” inflation.
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Corporate

H2 and Full-Year 2023 Financial Results

2023 was another successful year for ONE swiss bank SA, brimming with achievements and culminating in healthy financial results.
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Macro

The Fed’s pivot? Not before May 1st

Powell's comments and the strength of the US economy invite investors to be patient.
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Macro

The prevailing optimism is not irrational

Recent macroeconomic indicators validate hopes of a “soft landing” for the USA.
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Macro

No shock, no rapid rate cuts

Governor Christopher Waller's message was only partially received by investors.
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Macro

Should we expect the Fed to pivot in March?

The rapid and large rate cuts priced in by Fed funds rate futures appear unlikely.
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Macro

The 2024 bond vintage is overpriced

The bright prospects sold by some strategists are undermined by the surge at the end of 2023.
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Corporate

Bye Bye 2023

As the year draws to a close, we would like to extend our warmest wishes to you and your loved ONEs.
En savoir plus →
Macro

A dovish Powell reinforces prevailing optimism

But his New York colleague John Williams and European central bankers appear less conciliatory.
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