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News and Views for Institutional, Professional & Private Investors

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All
  • All
  • AI
  • Corporate
  • Corporate Social Responsibility
  • Crypto
  • Investment
  • Macro
  • Quantitative
Macro

After three misses, the Fed has a problem

Evidence of persistent inflationary pressures in the US is pushing government bond yields higher.
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Corporate

2023 ANNUAL REPORT

ONE swiss bank SA publishes its 2023 Annual Report.
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Macro

The monetary hawk, an endangered species

Increasing central bank dovishness pushed US and European government bond yields lower.
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Macro

“Higher for longer”, the sequel

Recent events are likely to confirm the FOMC's wait-and-see stance, which is not without its dangers.
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Macro

Will two doves make a summer?

Friendly comments by Jerome Powell and Christine Lagarde foreshadow first interest rate cuts in June.
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Macro

Wall Street peaks, but the economy falters

Recent, but not yet conclusive, indicators point to a deterioration in the US economy.
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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.
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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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Macro

The weight of words, the shock of data

By focusing on "incoming data", the Fed and ECB have reduced the impact of their words.
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Macro

T-Notes at rock-bottom prices are sold out

The collapse of US dollar long-term yields in November is an invitation to opportunistic "profit-taking".
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Corporate

Approval of delisting of ONE shares

Approval of delisting of ONE swiss bank SA's registered shares from SIX Swiss Exchange.
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Macro

Central bankers are in no hurry

Cautious monetary authorities reaffirm their determination to curb inflation sustainably.
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Macro

The odds in favor of a soft landing are increasing

Recent developments support hopes of a return to price stability without the pain of recession.
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Corporate

Results of the Extraordinary General Meeting of 16 November 2023

The shareholders of ONE swiss bank SA have largely approved the two agenda items put to a vote at today’s Extraordinary General Meeting.
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Macro

It’s high time to wait and see

Without getting too assertive, a cautious Jerome Powell cooled hopes of a rapid monetary turnaround.
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Macro

Full reversion

The FOMC, many symptoms of economic slowdown and the Treasury trigger a sharp fall in dollar yields.
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Macro

Choose your side, comrade investor

Should we be alarmed or pleased by the sharp upturn in bond yields? Some food for thought.
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Macro

The price to pay for a soft landing

The painful correction in US dollar bonds is mainly driven by a welcome rebound in "real" yields.
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Macro

Three pauses and plenty of uncertainty

Like the Fed, the Bank of England and the SNB are exercising restraint until the situation becomes clearer.
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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.
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Macro

The focus is shifting to Frankfurt

Despite persisting inflation, weaker economic conditions should prompt the ECB to adopt a cautious stance.
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Macro

Neither too hot nor too cold (for now)

Recent mixed indicators are still compatible with a "soft landing" for the US economy.
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Macro

Powell preaches careful austerity

Western central bankers seem prepared to sacrifice more growth to restore price stability.
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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.
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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.
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Macro

Long-term bonds take a beating

Fitch's surprise decision to cut US credit rating and robust indicators trigger bond market correction.
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Macro

Summer torpor takes hold of the markets

Sessions come and go, but a sideways trend has prevailed since the beginning of July.
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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.
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Macro

“Time to stop tightening”, warns Mr. Market

Impatient central banks are exposing themselves to the increasingly obvious risk of overdose.
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Macro

The Fed takes a break before a final encore

In Europe, the ECB maintains a restrictive course driven by stubbornly high “core” inflation.
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Macro

Towards a summer interlude in the USA

US central bank prepares to stop raising interest rates and deny pivot prospects.
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Corporate

H1 2023 Financial Results – Profit Hike

Significant increase in profit expected for the first half of 2023.
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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.
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Macro

Hopes for a “Fed pivot” fade

The rebound in dollar yields once again calls for a tactical rebalancing back into safety.
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Macro

Stagflation persists, markets falter

Concomitant inflation and recession risks lead to precarious stability in bond yields.
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Crypto

Le banche ignorano le cripto?

In che modo il sistema bancario svizzero sta accogliendo le valute digitali come Bitcoin e le stablecoin?
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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.
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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...
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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 ...
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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.
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Macro

Banking disruption and activity resilience

Monetary authorities remain hawkish for most, but generous to private banks.
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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!
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