Economy
Schweizer Ökonomen erhöhen Wachstumsprognose für 2026 und 2027 auf 1,7 Prozent
Expertenrevisionen deuten auf stärkere Investitionen und stabilere Preisentwicklung hin, während der Arbeitsmarkt und der Franken stabil bleiben
Asia stocks retreat amid bond market stress and geopolitical uncertainty
Global bond selloffs and unresolved tensions in U.S.-China trade negotiations weighed on regional equities, while oil prices remained volatile.
UK consumer confidence rises but inflation pressures may reverse gains
GfK’s Consumer Confidence Barometer hit a two-year high in September, but rising energy costs and inflation risk undermining a post-election recovery.
Eurozone PMI hits 3½-year high amid Iran conflict, ECB inflation outlook raised
Business activity surged to its strongest level since April 2023 despite Middle East tensions and energy price pressures.
US-Aktienmärkte leiden unter Zinserwartungen und Ölpreisschocks
Meta und Logitech unter Druck; Schweizer SMI leicht im Minus, während Nestlé und Novartis stabil bleiben.
U.S. Treasury yields hit 20-year highs, pressuring global equities
A bond selloff pushed longer-dated U.S. yields to multi-decade peaks, raising borrowing costs and dampening Asian and global markets.
ECB's Schnabel Expected to Leave Early for IMF Post
The central banker's eight-year tenure was set to run through late 2027, but a switch to the International Monetary Fund may be announced as early as Thursday.
Philadelphia Fed President Paulson signals possible modest rate hikes to curb inflation
Anna Paulson said further tightening may be needed as underlying inflation stays around 2.5%-3%, after the Fed lifted rates to a 3.75%-4% range.
ECB Executive Board Member Isabel Schnabel to Join IMF as Financial Counsellor in January 2027
Schnabel will leave the ECB’s Executive Board on 3 January 2027 and assume the IMF post the following day, after receiving clearance from the ECB’s Ethics Committee. President Christine Lagarde praised her contributions to inflation targeting and institutional modernization.
ECB Director Isabel Schnabel to Join IMF in January 2027
ECB announced that director Isabel Schnabel will leave the central bank early, effective 3 Jan 2027, to head the IMF’s Money and Capital Markets Department from 4 Jan. Her eight‑year term was due to end at the end of 2027.
U.S. Current-Account Deficit Rises to $246B in Q2 2026
The U.S. trade and investment position widened further in the second quarter, with a current-account deficit expanding by $33.4 billion to $246.0 billion.
Federal Reserve Proposes Rules to Implement Stablecoin GENIUS Act
The Fed released two proposals covering capital requirements, reserve rules and the treatment of stablecoin rewards, joining other agencies in finalizing regulations under last year's GENIUS Act.
Fed releases September 2026 Senior Credit Officer Opinion Survey
The Federal Reserve’s September 2026 survey of 17 major dealer institutions finds credit terms on securities financing and OTC derivatives largely unchanged, while hedge‑fund negotiation intensity rose modestly and equity collateral spreads widened.
Fed September Hike Odds Fall to 25% as Soft Inflation Data Lulls Markets
July CPI and PPI came in cooler than expected, pushing rate-hike probability from roughly 60% to a quarter and easing pressure on Fed Chair Kevin Warsh to tighten further.
SNB maintains zero rates amid inflation concerns, defends UBS capital rules
Swiss central bank leaves key rate unchanged at 0%, rejects calls for rate hikes despite inflation pressures and franc weakness.
China Confirms First AI Talks With U.S., Hints at Trade Truce Extension
Beijing confirmed senior negotiators held initial AI discussions with Washington and discussed tariff reductions and extending a trade truce set to expire in January.
ECB projects euro area inflation spike to 3% in 2026, growth to slow
The European Central Bank raised its 2027–2028 inflation forecasts and upgraded 2026–2027 GDP growth, projecting headline inflation at 3% next year as energy costs rebound.
U.S. yields hit 5% as PMI data and bond auctions drive market sell-off
U.S. Treasury yields surge past 5% as strong PMI data and failed bond auctions spark sharp sell-off, with traders pricing in another Fed rate hike.
Euro Yields Surge on Strong PMI Data, Boosting Case for More ECB Rate Hikes
Germany's 10-year Bund yield hit 3.549% as flash PMI data showed euro zone business activity accelerating at the fastest pace in over three years, stoking expectations the ECB will continue raising rates.
EZB-Zinserhöhung im Dezember erwartet: Institute sehen weitere Anstiege im Euroraum
Die führenden Wirtschaftsforschungsinstitute erwarten eine weitere Erhöhung der Leitzinsen durch die EZB im Dezember 2024, mit einem möglichen Quartalszins von 2,75 %. Energiepreise und Inflation bleiben zentrale Treiber für die geldpolitische Entscheidung.
SNB Leaves Rates at 0% Amid Rising Swiss Inflation
Swiss central bank maintains benchmark rate at zero percent despite inflation pressures, citing energy price spikes as key driver.
SNB Holds Rates at 0% Amid Rising Inflation and Global Uncertainty
Swiss National Bank leaves policy rate unchanged at 0% while noting elevated inflation pressures and geopolitical risks.
Switzerland's SNB Keeps Rates at 0% Amid Global Tightening
Switzerland's central bank defies global rate hikes, but markets expect a move by early 2027. The Swiss franc's strength and unique economic factors help keep inflation low.
U.S. Stock Futures Drop as Treasury Yields Top 5%; Trump-Xi Talks Begin
Futures fell across the board as the 10-year Treasury yield surged past 5%, its highest since 2007, while the Trump-Xi summit opened in Washington with trade and AI on the agenda.
Global bond sell-off deepens as US economy fuel rate-hike bets
US Treasury yields surge past 5% on both the five- and 10-year benchmarks as strong PMI data and rebounding oil prices stoke bets on further Federal Reserve rate increases.
