Skip to content

Q2 Macroeconomic Quarterly Update

François Christen

François Christen

Chief Economist

Ongoing Covid 19 outbreaks (still met with harsh restrictions in China), dreadful geopolitical tensions, continuous reassessment of recession risks make if difficult to navigate highly volatile financial markets. In these troubled circumstances, investors should avoid emotional reactions to abrupt market gyrations and focus on fundamentals and long term potential of financial assets.

Macro

Une demi-mesure et un demi pourcent

Le nouvel instrument de la BCE ne convainc pas, mais nous vaut un relèvement plus rapide des taux d’intérêt.

Read More →
Corporate

AGEFI – ONE swiss bank a plus que doubler son résultat opérationnel

Entretien avec Grégoire Pennone, CEO de ONE swiss bank. La banque a fortement amélioré son ratio coûts-revenus au cours des douze derniers mois et enregistré des afflux nets positifs au premier semestre.

Read More →
Corporate

H1 2022 financial results

Thanks to prudent management decisions, we were able to minimise the negative impact of the market turmoil and meet our initial expectation for H1 2022, except in terms of AuM.

Read More →
Macro

Q2 Macroeconomic Quarterly Update

Ongoing Covid 19 outbreaks (still met with harsh restrictions in China), dreadful geopolitical tensions, continuous reassessment of recession risks make if difficult to navigate highly volatile financial markets. In these troubled circumstances, investors should avoid emotional reactions to abrupt market gyrations and focus on fundamentals and long term potential of financial assets.

Read More →
Macro

The bear has dozed off… nap or hibernation?

As in March and May, the equity market suddenly rallied as government bond yields receded.

Read More →
Macro

Freinage d’urgence avant le crash?

Le revirement aussi tardif que brutal des banques centrales accentue les risques de récession.

Read More →
Macro

Vers un resserrement monétaire périlleux

Le rétablissement de la stabilité des prix implique des risques croissants de récession et de stress financier.

Read More →
Macro

TINA is temporarily back in business

Falling yields and comforting economic indicators fuel a precarious rebound in risky assets.

Read More →
Macro

When the risk of recession moves forefront

Still running fast, inflation is gradually being relegated to the second rank in the minds of investors.

Read More →
Macro

La «volckerisation» de Jerome Powell est amorcée

Le président de la Fed n’élude pas le risque de récession associé au rétablissement de la stabilité des prix.

Read More →