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The Market in English – Economic Trends and Financial Analyses
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Interview «The Fed Will Have to Move Sooner Than the Market Expects»

«What seems to be clear is that there is a Trump put, but it may not be on equities, but actually on yields»: Bryan Whalen.

«The Fed Will Have to Move Sooner Than the Market Expects»

Bryan Whalen, Chief Investment Officer at bond giant TCW, warns that the markets are underestimating the risk of a recession. He talks about the recent turmoil in US government bonds, the consequences of tariffs, and the delicate situation of the Federal Reserve. This is his strategy for navigating an economic downturn.

Christoph Gisiger vor 4 Stunden

Interview «Swatch Group Is a Company With Incredible Potential»

«One sign that tells you that Swatch Group has a problem is the fact that they can’t fill key executive roles in their luxury brands. Many good people decline roles like that in the current construct. But I know they are willing to join if they see that things change at the top of the company»: Steven Wood. (Picture: GreenWood)

Interview

«Swatch Group Is a Company With Incredible Potential»

Steven Wood, founder of the New York investment firm GreenWood Investors and candidate for the board of directors of Swatch Group, explains what the Swiss watch company would need to do better in order to shine again.

Mark Dittli 28.04.2025

Interview «Nobody Can Win This Trade War»

«The confluence of rising bond yields and falling currency is definitely an ill wind. This is not supposed to happen. It speaks to fragile confidence, an expression of angst. If this happened persistently, it would tell you something horrible is going on.» George Magnus.

Interview

«Nobody Can Win This Trade War»

George Magnus, the former chief economist of UBS Investment Bank and author of the book «Red Flags», talks about the trade war between the US and China, the Trump administration’s approach and the question of what a more stable global economic system could look like.

Mark Dittli vor 43 Minuten

Basketballs Under Water: Three Defensive and Three Higher-Beta Ideas

When markets sink, watch what floats. These are the basketballs under water: stocks showing strength in chaos. From defensive to high-beta, these six names are ready to shoot up once pressure lifts.

Thierry Borgeat 14.04.2025

Interview «The Big Dollar Super-Cycle Is Coming to an End»

«Speculation is mounting about whether the SNB will make an inter-meeting cut, bringing the overnight rate down to zero again»: Marc Chandler. (Photo: Bloomberg)

Interview

«The Big Dollar Super-Cycle Is Coming to an End»

Financial markets are experiencing significant turmoil. Marc Chandler, chief strategist at Bannockburn Capital Markets, shares his insights on the dollar’s weakness, the Swiss franc’s surge, and the U.S. administration’s efforts to reshape the global trade landscape under President Trump.

Christoph Gisiger 14.04.2025

Interview «I Expect that Novartis Will Be Able to Improve its Margins up to Peer Levels»

«ABB has made significant efforts to establish local manufacturing, which has paid off»: David Samra.

Interview

«I Expect that Novartis Will Be Able to Improve its Margins up to Peer Levels»

David Samra, lead portfolio manager of the Artisan International Value Fund, explains why he is investing in the Swiss pharma giant. He talks about his positions in Holcim, UBS and ABB – and explains why he believes in the turnaround of the chocolate manufacturer Barry Callebaut.

Christoph Gisiger 04.04.2025

Interview «Trump Has Popped the Bubble of American Exceptionalism»

«Many investors have mistaken fiscal profligacy for innovation and productivity. America’s fiscal profligacy has come to an end, which means that American exceptionalism has come to an end»: Marko Papic. (Photo: Bloomberg)

Interview

«Trump Has Popped the Bubble of American Exceptionalism»

Marko Papic, Chief Strategist at BCA Research, talks about the effects of President Trump’s tariff policy, his expectations for the gold price and the dollar – and he reveals why he is bullish on Europe.

Mark Dittli vor 1 Stunde

Interview «An America in Self Destruction Mode Is Seen With Great Pleasure in Beijing»

«Friedrich Merz has drawn absolutely the right conclusions: Europe first»: Joerg Wuttke.

Interview

«An America in Self Destruction Mode Is Seen With Great Pleasure in Beijing»

Joerg Wuttke, partner at consulting agency DGA and former President of the EU Chamber of Commerce in China, talks about the outcome of the National People's Congress in Beijing, Trump's tariff tantrums, and the future role of Europe.

Mark Dittli 14.03.2025

Interview «I Think Markets Are Heading for Trouble»

«I believe the next act in this play will be investors in government bonds becoming increasingly concerned about credit risk»: Kevin Duffy.

Interview

«I Think Markets Are Heading for Trouble»

Contrarian investor Kevin Duffy warns of the consequences of escalating trade tensions between the US and China. He shares his insights on the biggest risks, explains his enduring faith in free markets, and reveals his investment strategy in the current environment.

Christoph Gisiger 11.03.2025

In Times of Market Turmoil, Look For Basketballs Under Water

Market turmoil breeds opportunity. Look for stocks displaying relative strength – the «basketballs under water» – poised to surge once pressure eases.

Thierry Borgeat vor 5 Minuten

The Swiss National Bank Should Adopt a Target for its Equity Ratio

The SNB has considerable leeway in the amount of its profit distributions. What is missing, however, is a public discussion about the risks in the SNB’s balance sheet and the equity ratio it should hold.

Stefan Gerlach, Yvan Lengwiler & Charles Wyplosz 25.02.2025

Focus on the Top Line – The Bottom Line Will Follow

What if the secret to finding winners was not to chase net profits, but to focus on sales growth? Steve Jobs’ 1997 mantra turned Apple around – and it’s a principle that every investor needs to understand to find the next compounder.

Thierry Borgeat 11.02.2025

Interview Howard Marks: «The Idea That the Market Is Always Right Is Crazy»

«Investing is not about buying good things, but about buying things well – and if you don’t understand the difference, you shouldn’t be an investor»: Howard Marks. (Photo: Bloomberg)

Interview

Howard Marks: «The Idea That the Market Is Always Right Is Crazy»

Greed and fear are powerful drivers in financial markets. Few understand their impact better than Howard Marks. In this interview, the renowned value investor explains why market excesses keep happening, shares his thoughts on the current hype around artificial intelligence, and reveals where investors might find bargains.

Christoph Gisiger 03.02.2025

Bureaucracy vs. Corruption – Two Sides of the Same Coin

The terms «bureaucracy» and «corruption» often evoke distinct images. However, upon closer examination, these two phenomena share crucial similarities: they are united by their ability to misallocate resources, distort economic incentives, and erode public trust.

Alexander M. Ineichen vor 3 Stunden

English A Storm Is Brewing

English

A Storm Is Brewing

The US budget deficit is likely to surge under the new Trump administration, sparking concerns about the stability of the bond market. This, in turn, may have a ripple effect on equities and cryptocurrencies.

Charles Biderman vor 1 Stunde

Interview «We’ll See an Interest Rate Shock as Early as the First Quarter»

«If inflation normalizes at a level of around 3.5%, investors will want to own companies that have hard assets in the ground»: Larry McDonald.

Interview

«We’ll See an Interest Rate Shock as Early as the First Quarter»

Larry McDonald, creator of «The Bear Traps Report» and New York Times best-selling author, cautions that markets are severely underestimating the threat of persistent inflation. He explains what investors should prepare for in the new year and why commodity stocks will make a comeback.

Christoph Gisiger vor 4 Stunden

Interview Michael B. O'Higgins: «I prefer the Dogs of the World»

«Any simple strategy that becomes overly popular is likely to underperform until its popularity declines»: Michael B. O'Higgins. (Photo: O'Higgins AM)

Interview

Michael B. O'Higgins: «I prefer the Dogs of the World»

The inventor of the dividend strategy «Dogs of the Dow» explains why he no longer uses it himself in its original form and prefers to rely on other methods.

Ulrich W. Hanke ✉ 03.01.2025

Interview «The U.S. Equity Market Is Very Much Priced for Perfection»

«If Europe does hit the skids, then capital will flow into Treasuries. Europe’s weakness strengthens the US exceptionalism narrative»: Louis Gave. (Pictures: Laurent Burst)

Interview

«The U.S. Equity Market Is Very Much Priced for Perfection»

Louis-Vincent Gave, CEO and co-founder of Gavekal Research, talks about his expectations for the incoming Trump Administration, the possibility of a grand bargain between the USA and China, and his investment outlook for 2025.

Mark Dittli vor 2 Stunden

The Illusion of Safety in Diversification

Reducing risk while enhancing returns sounds like a perfect dream. But what if diversification, our supposed safety net, is holding us back? Let’s rethink investing: it's not about owning more but owning better.

Thierry Borgeat 23.12.2024

Interview «We Are Headed Towards a System of National Capitalism»

«Historically, every thirty or forty years monetary systems collapse. The current one, the one we have lived with since 1994, is collapsing in front of our eyes»: Russell Napier.

Interview

«We Are Headed Towards a System of National Capitalism»

Market strategist and historian Russell Napier outlines a future in which governments mandate where investors should deploy their capital. The global monetary system that has existed since 1994 is being radically restructured.

Mark Dittli ✉️ 13.12.2024

Interview «Interest Rates Are not Sticking to the Central Banks’ Script»

«I’m worried about the burden of debt that has accumulated, facilitated and even encouraged by exceptionally low interest rates over the past decade and a half»: Jim Grant. (Bild: Bloomberg)

Interview

«Interest Rates Are not Sticking to the Central Banks’ Script»

Despite the Fed easing monetary policy, the bond market is not willing to play along. Jim Grant, editor of «Grant’s Interest Rate Observer», explains why the renewed rise in yields is worrying and why he is bullish on precious metals and value stocks.

Christoph Gisiger and Mark Dittli vor 4 Stunden

Valuation Does not Matter – Until it Does

Businesses can fire on all cylinders, and yet a lost decade for their share price can loom as valuations stretch beyond reason. The lesson? History shows valuation does not matter – until, suddenly, it does.

Thierry Borgeat vor 44 Minuten

Interview «President Trump Is Going to Be Disciplined by the Bond Market»

«Voters didn’t elect Trump to begin a massive trade war. Especially in the context of prices, as tariffs would increase price levels»: Marko Papic. (Photo: Bloomberg)

Interview

«President Trump Is Going to Be Disciplined by the Bond Market»

Marko Papic, Chief Strategist at BCA Research, warns that rising interest rates could stall the rally in equities. President Trump will focus on his true mandates and that does not necessarily mean a massive trade war.

Mark Dittli 15.11.2024

Interview «It’s Time to Position the Portfolio for Rising Yields and a Stronger Dollar»

«I don’t know if everybody is ready for the idea that by the end of the year the Fed’s whole interest rate cutting campaign will be mostly done if not completely done»: Jim Bianco. (Photo: Bloomberg)

Interview

«It’s Time to Position the Portfolio for Rising Yields and a Stronger Dollar»

Donald Trump’s election and the Republican red wave are setting the financial markets in motion. Jim Bianco, President and Macro Strategist at Bianco Research, believes that the change of power in Washington will give the US economy a fresh boost. However, it also poses the risk of inflation flaring up again, which will be a challenge for investors.

Christoph Gisiger vor 2 Stunden

Interview «In Terms of Inflation, the Beast is not Tamed»

«It’s a little too early to tell whether it’s a soft landing or a no landing, but it sure doesn’t look like a hard landing»: Jeffrey Sherman (left) and Bill Campbell.

Interview

«In Terms of Inflation, the Beast is not Tamed»

Jeffrey Sherman and Bill Campbell, investment managers at DoubleLine, expect price pressures in the US economy to continue. They explain what the presidential election means for the economy and financial markets – and where they spot attractive opportunities for investments.

Christoph Gisiger 05.11.2024

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