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- Macro
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Macro The ECB enters uncharted territory
Compulsive and continuous interest rate hikes could give way to a long period of inaction.
Macro The focus is shifting to Frankfurt
Despite persisting inflation, weaker economic conditions should prompt the ECB to adopt a cautious stance.
Macro Neither too hot nor too cold (for now)
Recent mixed indicators are still compatible with a “soft landing” for the US economy.
Macro Powell preaches careful austerity
Western central bankers seem prepared to sacrifice more growth to restore price stability.
Macro Bears make a comeback in August
The continued strength of the U.S. economy is fueling a sustained “bear steepening” of the dollar yield curve.
Macro Risks of a US recession are receding (a little)
The rebound in long-term yields is hampering the exuberant rally in equities, but it bodes well for the future.
Macro Long-term bonds take a beating
Fitch’s surprise decision to cut US credit rating and robust indicators trigger bond market correction.
Macro Summer torpor takes hold of the markets
Sessions come and go, but a sideways trend has prevailed since the beginning of July.
Corporate H1 2023 Financial Results
Following the successful completion of our turnaround last year, we’re pleased to share our latest financial achievements with you today.
Macro “Time to stop tightening”, warns Mr. Market
Impatient central banks are exposing themselves to the increasingly obvious risk of overdose.
Macro The Fed takes a break before a final encore
In Europe, the ECB maintains a restrictive course driven by stubbornly high “core” inflation.
Macro Towards a summer interlude in the USA
US central bank prepares to stop raising interest rates and deny pivot prospects.
Corporate H1 2023 Financial Results – Profit Hike
Significant increase in profit expected for the first half of 2023.
Macro Des arbres qui cachent des forêts
Le défaut de paiement des Etats-Unis ou le rallye de Nvidia détournent l’attention de réalités plus nuancées.
Macro Hopes for a “Fed pivot” fade
The rebound in dollar yields once again calls for a tactical rebalancing back into safety.
Macro Stagflation persists, markets falter
Concomitant inflation and recession risks lead to precarious stability in bond yields.
Crypto Le banche ignorano le cripto?
In che modo il sistema bancario svizzero sta accogliendo le valute digitali come Bitcoin e le stablecoin?
Macro Relever les taux en mai et s’en aller?
Alors que la Fed semble s’acheminer vers une pause, la BCE est vouée à maintenir un cap restrictif.
Corporate A commitment mentality at ONE
Grégoire Pennone: “I believe the recipe for success is a blend of strategy and mindset. The first step in crafting an appropriate strategy is…
Investment Q2 2023 strategic insights 💡
The 6-month rally in equity markets is likely to lose momentum or even reverse if recessionary risks materialise later in 2023. Lifted by a six month rally, current valuation s are not very attractive and do not fully reflect recession and financial instability risks.
Macro A return to calm, but not to normal
The Federal Reserve’s bold action helped contain the regional banking crisis, but not to cure it.
Macro Banking disruption and activity resilience
Monetary authorities remain hawkish for most, but generous to private banks.
Corporate We have moved to our new offices in Geneva!
[#ONEnews] We are delighted to share with you some images of our new offices in which we have moved this week!
Macro Le risque systémique fait un retour fracassant
La dégradation brutale des conditions financières complique la tâche des banques centrales.
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.
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.
Macro Between realism and complacency
The disconnect between equities and bonds, which have been falling for a month, is widening further.
Macro Le retour à la lucidité crée des opportunités
La violente correction obligataire survenue en février relance un thème d’investissement majeur pour 2023.
Macro The market is now in tune with the Fed
Bond investors have finally bought into the roadmap outlined by the US central bank.
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.
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.
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.
Macro The menu promises to be copious and digestible
Central banks have signalled their immediate plans, but the dessert is still a surprise.
Macro La Fed est en phase d’approche
Le succès de la manœuvre d’atterrissage reste incertain, les risques de récession sont élevés.
Macro From pause to pivot, a bumpy road
Current investors’ exuberance tends to justify opportunistic and tactical profit taking.
Macro L’ère des vaches maigres est-elle révolue?
La correction inédite des obligations en 2022 implique des perspectives plus favorables pour 2023.
Corporate Bye Bye 2022
From all of us at ONE, Happy Holidays and the very best for the festive season! See you in 2023!
#TakeCareOfYourLovedONEs
Macro La parole à Jerome Powell et ses collègues
Le FOMC pourrait chercher à contrer les espoirs de «pivot» qui alimentent le rebond des actifs risqués.
Macro Wall Street may have attention deficit disorder
Investors’ biased interpretation of Jerome Powell’s latest speech implies serious setback risks.
Macro Une inversion vertigineuse et contagieuse
Les rendements à long terme continuent à fléchir sous le poids de risques de récession en Occident.
Macro Jusqu’à ce que récession s’en suive?
Le récent repli des prix de l’énergie, notamment du pétrole brut, pourrait faciliter la tâche des autorités monétaires et renforcer l’ancrage des anticipations d’inflation.
Macro Un «bon» chiffre ne fait pas le printemps
Comme en juillet, la décrue de l’inflation aux Etats-Unis suscite une réaction exubérante, probablement excessive.
Crypto RSI TV: Crollo di FTX, domande sul futuro delle criptovalute
Il crollo di FTX non rimette in questione i progetti come quello di Lugano, che ambisce a diventare un polo europeo della moneta virtuale.
Investment Alex Kuhn: “«Le troisième tiers cotisant va devenir de plus en plus déterminant pour les caisses de pension”
Dynagest by ONE: 30 ans à se concentrer sur la gestion des risques de marchés pour des investisseurs institutionnels. Alexandre Kuhn, l’un de ses fondateurs, revient sur cette belle aventure promise encore à quelques prolongements.
Corporate AGEFI: ONE swiss bank grandit et se prépare à déménager dans un nouveau bâtiment
La banque privée, établie depuis 2013 au Campus biotech à Sécheron, s’apprête à déménager dans les locaux de l’ancien siège social de Médecins sans frontières, sur la rue de Lausanne.
Macro Fed, ECB: mission not accomplished
Despite some comforting signals, it is futile to hope for a quick reversal by central banks.
Macro Vers un changement de posologie de la Fed
La cadence frénétique du cycle monétaire conduit par la Réserve fédérale n’est pas soutenable.
Macro Vers des taux US à 5%?
Les banquiers centraux demeurent sous pression face à une inflation persistante.
Corporate Social Responsibility SUSTAINABILITY REPORT 2022
ONE swiss bank today published its first Sustainability Report.
Macro Attention aux risques d’overdose
La solidité persistante du marché du travail aux Etats-Unis pourrait conduire la Réserve fédérale américaine à se montrer trop restrictive.
