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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

La Fed surenchérit, Wall Street sombre

Les projections de la banque centrale préfigurent des taux d’intérêt plus élevés, pour plus longtemps.

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Macro

The 0.6% figure that upsets Wall Street

Far from a target close to 0.2%, monthly U.S. “core” inflation remains problematic.

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Macro

Jerome Powell corrects a misunderstanding

By focusing his speech on inflation, the central banker denied any hope of a quick pivot in policy.

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Macro

De la torpeur estivale au tumulte automnal

La rentrée s’annonce compliquée pour les banques centrales confrontées à des arbitrages douloureux.

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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.

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Corporate

AGEFI – ONE swiss bank a plus que doublé 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.

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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.

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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.

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Macro

Freinage d’urgence avant le crash?

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

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