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- Macro
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Macro Goldilocks is alive and kicking
US macroeconomic environment still too favourable to justify large and rapid rate cuts.
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Macro Silent approval or wrong signal?
Jerome Powell made no attempt to contradict expectations of rapid and large interest rate cuts.
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Corporate Social Responsibility Sustainability and agility
Being agile means knowing how to react quickly and efficiently to change, while limiting the negative impacts.
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Macro The fire is out, but uncertainty remains
Expectations of rapid and substantial cuts by the US Federal Reserve remain questionable.
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Macro When panic overturns euphoria…
Investors' pathological mimetism sometimes leads to dramatic regime changes.
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Corporate Social Responsibility Sustainability and entrepreneurship
We are deeply convinced that every employee can be a source of ideas. That's why we don't talk about job descriptions and specifications, but about ...
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Macro Investors welcome US indicators
Economic developments in the United States confirm the prospect of a rate cut.
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Macro Political risk grows in the West
In the USA as in France, a hung parliament should not upset investors too much.
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Corporate Social Responsibility Sustainability: a nightmare for SMEs?
Sustainability has become a major issue for companies of all sizes. In Switzerland, where SMEs account for 99.7% of the economy, the question is how ...
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Macro When data outweighs central bankers
Falling inflation in the USA leads to a sharp drop in yields on Western markets.
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Macro A small move before the summer break
Recent economic data do not support an aggressive cut in ECB-controlled interest rates.
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Macro The calm before a potential storm
April's US inflation figures, which were worryingly sticky in the first quarter, are particularly important.
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Macro Should we celebrate bad news?
Wall Street and the bond market welcome the emergence of many signs of cooling.
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Macro The prospect of higher rates forever
Government bond yields stabilise, but a major monetary policy reversal remains unlikely.
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Corporate Social Responsibility 2023 SUSTAINABILITY REPORT
After our recent delisting, we remain sincerely committed to transparency and to continuing our efforts to progress on environmental, social and governance (ESG) matters.
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Macro Powell capitulates under the weight of evidence
Persistent inflationary pressures call for patience from the Fed, but a rate hike remains unlikely.
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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 
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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