Märkte

Global shipping faces 2026 demand slump, elevated rates amid chokepoint risks
US container volumes forecast to drop 4.2% YoY as tariff shifts reshape trade flows, while Red Sea and Panama Canal disruptions sustain freight rate premiums.

Swiss franc overtakes yen in carry trade as SNB cheers shift
The Swiss franc has become the preferred funding currency for new carry trades, displacing the yen as global investors seek lower volatility and stable yields. The shift benefits the SNB and Swiss exporters amid a fragile market backdrop.

Quantum X Labs AI quantum error correction decoder outperforms Google benchmarks
Quantum X Labs' AI-driven decoder, trained on synthetic data, surpassed Google's benchmarks in quantum error correction tests using Google's public surface-code dataset. The advance targets real-hardware evaluation and NVIDIA GPU integration.

Tether’s $120 million Uruguay bitcoin mining venture collapses
Dispute with state utility UTE over power supply terms led to the shutdown of two mining sites valued at $120 million. Tether’s local unit Microfin settled debts after power was cut in July 2025.

SATS Q1 FY27 revenue rises 11% as margins remain under pressure
Singapore-based aviation services provider posts S$1.68 billion in revenue, up 11.3% year-over-year, while EBITDA margin contracts 0.9 percentage points to 17.3%.

Der iShares World Equity High Income ETF soll ab 2026 auf monatliche Dividenden umstellen
BlackRocks iShares III plc wird die World Equity High Income Active UCITS ETF ab dem 4. September 2026 von einem quartalsmäßigen zu einem monatlichen Dividendenzahlungen wechseln.

Societe Generale discloses 5.1% stake in Hiscox
French bank crosses regulatory threshold in Bermuda-based insurer with 5.1% voting-rights stake, including 0.11% via CFDs.

Swiss wealth managers face high compliance costs under TBTF rules
Regulatory burdens for small Swiss asset managers under new rules exceed CHF 50,000 annually per firm, raising concerns over proportionality and transparency in Finma oversight.

Die Aktien von Akastor steigen um 40% auf die Ergebnisse des 2. Quartals 2026, da der NAV steigt
Die norwegische Investmentgesellschaft verbucht ein EBITDA von 94 Millionen NOK, verabschiedet die fünfte Quartalsdividende in Folge und hebt die Gewinne aus dem IPO von HMH und den Veräußerungen von Vermögenswerten hervor.

Barclays downgrades Renault to Equal Weight citing tough competition
Analysts cut price target and earnings estimates after stock gains; cost savings target deemed unrealistic amid competitive pressures.

Die europäischen Aktien schließen die Woche nahe den Juli-Tiefs, da Öl und Anleihen niedrig stehen
Der Stoxx 600 schließt die Woche mit einem Rückgang von 0,6%; Brent-Rohöl erreicht ein einmonatiges Hoch aufgrund geopolitischer Risiken, während die Zinssätze für Bundesanleihen mit 10 Jahren nahe der Höchstwerte von 2011 liegen.

Die Graubündner Kantonalbank verzeichnet in H1 2026 einen Gewinnsprung von 18% und erhöht den Ausblick
Der Schweizer Regionalbank Graubündner Kantonalbank verzeichnete im ersten Halbjahr einen Anstieg des Nettoergebnisses um 18,2 % auf 137,2 Millionen Franken. Der Betriebsertrag stieg um 11,2 % auf 286,3 Millionen Franken. Die Bank erhöhte ihre Jahresprognose für das Ergebnis über die Werte von 2025.

Optima Health sets Sept. 22 AGM, releases 2026 annual report
Healthcare services provider Optima Health scheduled its annual general meeting for Sept. 22 and issued its 2026 annual report to shareholders. Shares closed at 238 pence on Aug. 20.

Gore Street appelliert an die Aktionäre, die Beschlüsse der Hauptversammlung von Saba abzulehnen
Der Fonds warnt, dass Beschlüsse, die das Unternehmen aufgelassen oder seine Investitionsstrategie stoppen, die Verkäufe von Assets stören und den Wert zerstören könnten. Saba hält 18% der Anteile.

ServisFirst Bancshares hits 52-week low at $43.64
Regional lender’s shares fall to a year low despite strong annual and YTD returns, meeting earnings and revenue forecasts for Q2 2026.

AAC Technologies posts 8.9% revenue rise in H1 2026 on heat management demand
Core net profit up 37.4% as acoustics and precision mechanics segments drive growth, with heat dissipation revenue surging 400% year-over-year.

German DAX steadies after four-day slide, Euro Stoxx 50 gains
The DAX recovers 0.1% to 26,013 points after holding its 21-day line, while the Euro Stoxx 50 rises 0.2%. Asian and U.S. markets show mixed signals ahead of the weekend.

NIBE posts six straight quarters of growth, lifts Q2 2026 outlook
Swedish industrial group reports 8.7% organic revenue growth and upgrades full-year margin guidance after strong second-quarter results.

NHTSA opens probe into engine failures in nearly 1 million GM vehicles
U.S. safety regulator launches engineering analysis of post-recall engine failures in Cadillac Escalade, Chevrolet Silverado 1500 and GMC Yukon models equipped with GM's L87 engines.

U.S., Iran escalate rhetoric as new sanctions set for Monday rollout
Washington and Tehran exchange threats ahead of Washington’s announcement of sweeping new economic penalties on Iran, while oil flows through the Strait of Hormuz remain near halt.

Montea secures 95% of €1.15 bln Track27 plan, leasing volume hits 255k sqm
Belgian logistics REIT reports H1 2026 EPRA EPS up 5% YoY, portfolio occupancy at 99.4% and Track27 investment pipeline 95% funded.

Coldcard tightens seed generation with firmware upgrade after $112M hack
Coinkite’s latest firmware update requires user-supplied entropy to strengthen seed phrase generation on Coldcard devices, following a $112 million exploit in August.

Gray Media refinances $750 mln debt at 7.5% to cut costs
Media group issues senior secured notes due 2034 to refinance higher-cost 2029 debt and reduce revolving credit exposure. Proceeds total $750 million.

Arena REIT posts 8% FY2026 profit growth as Edge tenant default risk lingers
Australia’s Arena REIT reported an 8% rise in net operating profit to $79 million for FY2026, but warned of tenant risk after Edge Early Learning defaulted on rent. The childcare operator’s 31 properties account for 14% of Arena’s rental income.

US stocks set for weekly lows as Walmart drags; Swiss market extends losses
Walmart shares slump 6% in pre-market after weak U.S. sales, dragging retail peers lower. SMI extends declines as Logitech and Swiss Re lead losers; oil hits four-week high.

