Latest Releases
The US dominates the global economy on the back of its innovation strength, energy independence and a sparsely regulated market. But how will Donald Trump’s re-election affect this successful model? Announced tariffs and tough measures on immigration will redefine opportunities and risks, as they are particularly at odds with lowering inflation.
After running in top shape up to 2017, the German economy has been going through a valley of tears for several years now. Gross national product is stagnating, the energy crisis is biting and now there are also plant closures at VW in the home market. What is going on with Europe’s former model economy?
Financial markets experienced a significant increase in volatility during the last quarter. In an attempt to minimize the risks of an economic downturn, central banks have cut interest rates – for the first time also in the US. Will this suffice, though? Find out more in the latest issue of Belvédère Market Insights.
Time for change – Jerome Powell hinted at this year’s meeting of central bank governors that an easing of monetary policy is now possible. The weak labour market has replaced inflation as the number one risk issue. Read more about it in these Belvédère Market Insights.
In July, the trend reversed for the first time – the former winners in the pharmaceutical and technology sectors took some hard blows. Who benefits from the rotation? Find out more in our Market Insights.
After a favourable start into 2024 with clearly positive results practically everywhere, there were considerable regional differences in equity market performance during the second quarter. Meanwhile, the Swiss market sent a strong favourable signal. Read more about it in our Market Insights.
