Swiss Franc
Swiss Economic Calendar: Data Releases, Earnings Due Sept 15-22
Switzerland’s weekly financial calendar features Austrian and Swiss inflation data, SNB balance-of-payments figures, and H1 earnings from Addex, Curatis, Newron and others.
Partners Group reports H1 results; Layton steps down as CEO
Management income rises 6% to CHF 905m as AuM reaches USD 186bn; Co-CEOs Cagnati and Jenkner appointed effective January 2027.
Swiss stocks rise as Roche leads; Richemont falls on luxury sector weakness
Swiss Market Index edges up 0.12% as Roche gains on licensing deal, while Richemont drops 2.4% amid broader luxury sector decline. Swiss franc strengthens to 0.9384 per euro after August inflation surprise.
Swiss franc strengthens after higher-than-expected Swiss inflation data
The Swiss franc surged after August inflation rose to a two-year high, while the euro and dollar weakened. Analysts see potential SNB tightening in December, though energy-driven price gains may limit immediate action.
US stocks rise on Fed rate pause hopes; Swiss franc strengthens
Wall Street advances as investors bet on a September Fed pause, while the Swiss franc gains after higher-than-expected Swiss inflation. SMI mixed as Nestlé weighs on index.
Swiss stocks rise on US gains; Nestlé, Richemont drag; franc strengthens
Swiss Market Index edges up 0.2% after early 0.5% gain as Nestlé drags; Roche and Logitech lead gains. Euro falls to 0.9384 francs as Swiss inflation surprises.
US stocks rise on softer yields; Swiss franc strengthens after inflation surprise
U.S. benchmarks advance 0.4-0.6% at open as Treasury yields ease; SMI up 0.5% led by Roche and Logitech. Swiss inflation hits two-year high, lifting franc to 0.9392 per euro.
UBS identifies four European investment themes as earnings rebound gains traction
Strategists flag industrials, banks, quality leaders and Swiss mid-caps as Europe’s earnings cycle shifts from stagnation to growth, with 15% EPS growth forecast for 2026.
US stocks set for modest gain; SMI rises on Roche, Logitech gains; Swiss franc strengthens
U.S. futures point to a modestly higher open as Middle East tensions ease slightly. Swiss Market Index climbs 0.2% on Roche and Logitech gains, while the franc strengthens after Swiss inflation surprises.
US stocks cautious as oil prices rise; Swiss franc strengthens on inflation data
Dow Jones and Nasdaq futures show muted gains ahead of key U.S. jobs data, while rising oil prices and geopolitical tensions curb risk appetite. Swiss franc surges to 0.9392 per euro after unexpected inflation jump.
Swiss inflation hits two-year high, SNB rate hike odds rise
August CPI surge to 0.8% exceeds forecasts, lifting expectations for a potential Swiss National Bank rate increase by late 2027. Energy prices drive the jump while core inflation remains subdued.
Swiss stocks steady as SMI faces direction; Nestlé weighs, Swatch falls; franc strengthens
Swiss market opens flat with Nestlé down 0.67% while Swatch drops 2.3%; franc gains to 0.9392 per euro and 0.8092 per dollar after August inflation hits 0.8%.
Swiss office real estate resilient amid AI disruption risks
Raiffeisen study finds structural shifts in demand, with KI exposure and flexible work policies limiting office space cuts despite pandemic-era shifts. Leerage rates remain below pre-COVID levels.
Swiss shares rise as defensive stocks lead; gold rallies on softer jobs data
Swiss Market Index edges higher as Roche and other defensive stocks gain; gold jumps 0.63% on dovish US jobs report and weaker dollar. US semiconductor and software stocks diverge in premarket trading.
Swiss banks face CHF 12-24 bln mortgage funding gap under Basel III
New Basel III rules could leave a CHF 12-24 billion annual financing shortfall for Swiss real estate and development projects, while owner-occupied housing benefits from lower capital requirements.
Swiss stocks slip as oil, rate fears weigh on markets
SMI falls 0.4% as Brent crude tops $95, inflation and ECB/Fed policy expectations drive defensive rotation; Roche, Swiss Life gain while Amrize, Holcim lag.
Swiss equities slip as oil, inflation and rate fears weigh
SMI falls 0.4% to 14,280 as defensive shares lag; Amrize drops 2.7% after BofA downgrade, Roche and Swiss Life advance. Brent crude tops $95/bbl after U.S.-Iran strikes.
Swiss stocks fall as oil surge fuels inflation concerns; UBS upgrades Comet, VAT, Inficon
SMI drops 0.1% as Brent crude tops $95 a barrel after U.S.-Iran tensions escalate; UBS lifts targets on Swiss tech names. Nestlé to sell vitamins unit for $1 billion.
Swiss stocks slip as oil surges, geopolitical risks weigh on markets
The SMI fell 0.1% to 14,323 as Brent crude topped $95 a barrel amid U.S.-Iran tensions. Tech shares led gainers, while Amrize and Partners Group lagged.
Feintool swings to profit in H1 2026 on strong demand
Swiss automotive supplier posts 5.6% revenue growth to CHF 353.3m, EBITDA up 47% to CHF 34.1m as regional demand diverges.
Swiss equities rise as all SMI stocks gain; gold dips ahead of U.S. inflation data
The Swiss Market Index advances in early trade, led by Amrize, Kühne+Nagel and Logitech. Gold slips 0.3% to $4,642.74 per ounce as investors await the July PCE data and a speech by Fed’s Warsh.
Lindt & Sprüngli shares extend losses as key support looms
Premium chocolate maker’s stock falls 1.6% to 92,600 CHF, nearing a 52-week low of 91,900 CHF and risking a slide below 90,000 CHF. Reputational risks from U.S. lawsuit add pressure amid weak volume and pricing strategy concerns.
Lindt & Sprüngli shares slip toward 90,000 CHF as pressure mounts
Premium chocolate maker’s stock falls 1.6% to 92,600 CHF, nearing a 52-week low of 91,900 CHF. Legal risks and volume declines weigh on sentiment.
Rothschild & Co’s Swiss wealth unit posts record net new money inflow
Swiss unit records CHF800 million in net new client inflows in H1 2026, lifting AUM to CHF26 billion. Profitability pressured by 26% drop in net interest income amid strong franc.