Cryptocurrencies have gone through several major drops in their history — known as “crypto winters”. But could the market’s expansion and increasing adoption from Main Street to Wall Street mean there is more at stake ...
The Federal Reserve is choosing to go after inflation even at the risk of tilting the economy into a recession, a move that is weighing on oil prices, the only asset still up more than 40% year-to-date (27/06/2022). ...
Gold prices started the year on a strong foot, along with oil prices outperforming all other asset classes in a turbulent market environment. However, six months later, there has been some mixed price action lately, ...
Professional forecasters and central banks have been surprised by the persistence of rising prices, with the latter rapidly shifting their forward guidance. The Swiss National Bank has just announced a policy ...
The stock market had an epic run after the 2008-09 financial crisis, thanks in part to rock-bottom interest rates, which encouraged investors to pile into equities as “There Is No Alternative” (TINA). Now that the Fed ...
The average price-to-earnings (PE) ratio for US technology stocks has contracted sharply since the beginning of the year, with the Nasdaq PE ratio falling from around 37 to around 25 in only 4 months. Are we close to ...
Bitcoin reached an all-time high of USD68’000 in 2021, paving the way for a generation of cryptocurrency enthusiasts and opening up a whole new asset class. However, it eventually dipped back to USD35'000 this year ...
Positive real rates, the latest headwind for stocks?
US inflation-adjusted bond yields are about to turn positive for the first time since March 2020 in a surge that is adding further pressure on rate-sensitive corners of financial markets. What are the implications for ...
Switzerland: The Land of Cheese, Chocolate, and Investment Opportunities
Swiss stocks have proven to be more resilient during the recent market rout. The SMI index has outperformed its counterpart Stoxx50 by more than 7% this year. What is driving the difference?
Supply and inflationary pressures have spread across agricultural markets, with prices for soft commodities including sugar, coffee, and cocoa all well up double digits since early 2020. What are the drivers? And is ...
The selloff in the Japanese yen is getting ugly, experiencing outstanding volatility with the USDJPY exchange rate briefly testing 125. But will the 2015 Kuroda line serve as support this time ...
The S&P 500 Index is off to its worst start to a year since the Covid-fueled sell-off in March 2020. Many factors, notably the Federal Reserve’s tightening, are in focus. But what does history tells us?
