Strategy Update: March 2025 Semiconductor Industry 2.0 – Will Silicon Valley soon have to change its name? Prefer to read it as a PDF? Download here. REVIEW THE FINANCIAL POLITICAL EVENTS IN FEBRUARY Since Donald Trump took office, hardly a day has gone by without his administration announcing new laws, tariffs, or plans. No American…
Strategy Update: February 2025 10 years after the franc shock – Have the worst fears come true? Prefer to read it as a PDF? Download here. REVIEW THE FINANCIAL MARKETS IN JANUARY This month, a start-up from China called Silicon Valley‘ s leading role in the field of artificial intelligence into question. Never before has…
Strategy Update: January 2025 Review 2024 Prefer to read it as a PDF? Download here. REVIEW THE FINANCIAL MARKETS 2024 EQUITY MARKETS All in all, 2024 is a very successful year for the global equity markets, at least on the surface. However, the divergence has rarely been greater, starting with the performance of the…
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…
