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

Silicon Valley Bank (SVB), a micro chaos resolved while forgetting the macro risk

The implosion of small banks in the US generates immense confusion and a flight to safety.

Read More →
Corporate

2022 ANNUAL REPORT & INVITATION TO 2023 AGM

ONE swiss bank SA publishes its 2022 Annual Report, announces a dividend payment and notifies of the agenda for the 2023 Annual General Meeting.

Read More →
Macro

Between realism and complacency

The disconnect between equities and bonds, which have been falling for a month, is widening further.

Read More →
Macro

Le retour à la lucidité crée des opportunités

La violente correction obligataire survenue en février relance un thème d’investissement majeur pour 2023.

Read More →
Macro

The market is now in tune with the Fed

Bond investors have finally bought into the roadmap outlined by the US central bank.

Read More →
Corporate

10th Annual WealthBriefing Swiss Awards 2023

We are thrilled to have won on 9 February 2023 the award for “Best Corporate Strategy Implementation” at the 10th Annual WealthBriefing Swiss Awards 2023.

Read More →
Macro

Une bonne nouvelle plombe l’ambiance

La vigueur du marché du travail américain apporte de la crédibilité à la posture austère de Jerome Powell.

Read More →
Corporate

H2 and full-year 2022 financial results

After a challenging year in which global financial markets experienced unprecedented turmoil, we are pleased to report that ONE swiss bank’s financial turnaround is now complete.

Read More →
Macro

The menu promises to be copious and digestible

Central banks have signalled their immediate plans, but the dessert is still a surprise.

Read More →
Macro

La Fed est en phase d’approche

Le succès de la manœuvre d’atterrissage reste incertain, les risques de récession sont élevés.

Read More →