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2 weeks ago | 
themarket.ch | Manuel Boeck |Henning Hölder |Mark Dittli
Geschätzte Leserin, geschätzter Leser Themarket.ch benötigt JavaScript für wichtige Funktionen. Ihr Browser oder Adblocker verhindert dies momentan. Bitte passen Sie die Einstellungen an. Es bereitet mir keine Freude, Swatch Group und deren CEO Nick Hayek zu kritisieren. Im Grunde mag ich Unternehmer, die nicht bloss weichgespülten, austauschbaren Management-Speak von sich geben, sondern Ecken und Kanten aufweisen. Im Grunde mag ich Nick Hayek.
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Dec 23, 2024 | 
themarket.ch | Mark Dittli
Deutsche Version Themarket.ch benötigt JavaScript für wichtige Funktionen. Ihr Browser oder Adblocker verhindert dies momentan. Bitte passen Sie die Einstellungen an. Louis-Vincent Gave is an astute observer of geopolitical and macroeconomic developments and their impact on financial markets. The analyses of the co-founder of Gavekal Research are required reading for numerous investors worldwide.
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Nov 27, 2024 | 
themarket.ch | Christoph Gisiger |Mark Dittli
Deutsche VersionThe financial markets are breathing a sigh of relief. After yields on long-term US government bonds have experienced a strong boost since mid-September, the situation is stabilizing somewhat. The question is for how long, as inflation shows signs of picking up again and could be fueled further by the economic policies of the new government in Washington. Jim Grant, publisher of the iconic investment bulletin «Grant’s Interest Rate Observer», is worried.
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Nov 15, 2024 | 
themarket.ch | Mark Dittli
Deutsche VersionThe election of Donald Trump as 47th President of the USA has electrified financial markets. The S&P 500 has reached an all time high, the dollar has strengthened significantly, and yields on U.S. Treasury Notes have risen. The Trump Trade is on. Marko Papic believes that this is a knee-jerk reaction that could soon run out of steam. The chief strategist at BCA Research believes it would be wrong for investors to follow the script from 2016, when Trump was first elected.
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Oct 13, 2024 | 
flipboard.com | Mark Dittli
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Oct 7, 2024 | 
themarket.ch | Mark Dittli
Deutsche VersionJoerg Wuttke has spent more than thirty years of his professional career in China. As President of the EU Chamber of Commerce in Beijing for many years and Chief Representative of BASF, he was one of the best-connected and most clear-sighted Western observers of the People’s Republic. In August 2024, Wuttke moved to Washington and became partner at the consulting agency DGA Albright Stonebridge.
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Sep 13, 2024 | 
themarket.ch | Mark Dittli
Deutsche VersionFinancial markets are nervous. The question of whether the US economy could suffer a hard landing is nagging market participants. At the same time, hopes are high for new impetus when the Federal Reserve begins to cut interest rates on September 18. Beneath the surface of the broad indices, a shift in investor preferences is taking shape. Defensive sectors such as healthcare and consumer staples have taken the lead.
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Jul 24, 2024 | 
themarket.ch | Mark Dittli
Deutsche Version«There is a huge misalignment in China's economy», said Joerg Wuttke, former President of the EU Chamber of Commerce in China, recently in this interview with The Market NZZ. More and more voices are saying that the People’s Republic is at a similar point to the one Japan was facing at the beginning of the 1990s. In mid-July, the so-called Third Plenum of the Central Committee of the Communist Party, which discusses economic policy, took place in Beijing.
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Jul 5, 2024 | 
themarket.ch | Mark Dittli
Deutsche VersionChina’s economy has repeatedly disappointed expectations since the end of the Covid pandemic. Consumption is sluggish, the property crisis is a burden and attempts to achieve growth through exports are being met with punitive tariffs from the rest of the world. Few Western observers know the world’s second-largest economy better than Joerg Wuttke.
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Jun 27, 2024 | 
themarket.ch | Mark Dittli
Deutsche VersionCredit Suisse will soon be history. The failed major bank is in the process of being absorbed by its rival UBS, and for financial markets the issue of what led to the collapse of Credit Suisse in March 2023 is hardly of interest anymore. Paul Tucker warns against dismissing the end of CS as an isolated incident that cannot happen again.
