Coffee Break : Cooling Tensions – or Just Smoke?

The Chinese Politburo gathering is expected to provide more insight on potential stimulus and exemptions measures to support its economy. After Alphabet and Tesla this week, keep an eye on ongoing MegaCap Tech earnings (s.a. Amazon, Meta, Microsoft). Canada elects a new prime minister with polls pointing towards a liberal victory. The winner will play a key role in their relationship with the US. Figures such as JOLT job openings and Non-Farm payrolls measure the strength of the US job market. A key indicator for the US Fed policy.
Coffee Break

Coffee Break

Markets will continue to scrutinise growing tensions in DC as US President Trump took aim at Federal Reserve Chair Jerome Powell noting that his "termination can't come soon enough."
US elections, Asset Allocation, Macro, Florence Pisani, Emile Gagna

Trumps Wirtschaftspolitik

Die Wahl von Donald Trump und die gleichzeitige Kontrolle beider Häuser des Kongresses durch die Republikanische Partei haben zu einer neuen politischen Situation in den USA geführt. Welche wichtigen Entscheidungen muss die neue Regierung treffen? Welche Auswirkungen werden diese Entscheidungen auf das makroökonomische Umfeld, die Finanzmärkte und die Anleger haben?
Equities, Monthly Coffee Break

Shock to the system

Since the last committee on March 11th, European markets have fallen sharply, due to Donald Trump’s announcements regarding US tariffs on April 2nd.
Fixed Income, Monthly Coffee Break

Steepening curves across the board

The bond markets in March were already abuzz with talk of tariffs, as the Trump administration implemented previously delayed tariffs on Canada, Mexico and China. .
Alternative Investments, Monthly Coffee Break

Tariffying Markets

Markets remained volatile during the month of March. The primary concern isn’t the weakening economic fundamentals, but rather investors’ doubts about the credibility and stability of the U.S.
Asset Allocation, Monthly Coffee Break

Tax Americana

April 2025 marks a turning point in the global economic narrative. In the wake of the United States’ sharp tariff escalation – dubbed “Liberation Day” – investors are confronting the ripple effects of a protectionist revival.

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