Strategy Update: April 2025 Politics, consumption, and semiconductors in transition – A look at global shifts, consumer behavior, and technological drivers Prefer to read it as a PDF? Download it here. REVIEW The financial markets in March Political statements on tariffs, investments, defence and fiscal policy continue to dominate everyday life on the financial markets.…
Strategy update: Opportunities & challenges in the global market A look at interest rates, real estate, and the UK three years after Brexit Interest rates & inflation Inflation in the US is falling slightly, but at a core rate of 4.8% it remains well above target. The US dollar has lost around 10% against a…
Strategy update: Inflation, markets, and cash in transition A look at interest rates, stock markets, and payment behavior in Switzerland Stock markets & economy Despite cautious statements from central banks, many stock markets continued their upward trend. Economists continue to expect solid global growth of around 2.8%. The US labor market is particularly robust, with…
Strategy update: Focus on the labor market, consumption, and rental prices A look at the US in June 2023 – what drives employment, spending, and housing costs? Strong labor market The US labor market remains a driving force: around 253,000 new jobs were created in April, spread across many sectors. This is well above the…
Strategy update: Markets, interest rates & mobility in transition Opportunities and challenges in May 2023 from Eriya’s perspective Stock markets & consumption In April, many companies presented impressive quarterly figures: on average, sales were up 2.2% and profits were up 6.5% above expectations. Non-essential consumer goods performed particularly well. Nevertheless, consumer sentiment in the US…
