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UBS flags commodities as inflation hedge amid Middle East risks
Strategists recommend broad exposure to energy, metals and agriculture as geopolitical tensions and weather patterns reshape supply. Brent crude near $87, European gas at 65 euros/MWh.
US tech shares rise on Nvidia rally; Swiss SMI falls on heavyweights
Nasdaq 100 gains 1% as Nvidia soars 7.3% on AI demand; S&P 500 up 0.46%; HP drops 6% on weak outlook; Swiss SMI down 1.2% as heavyweights weigh.
Novartis shares hit record high on multiple sclerosis drug data
Swiss pharma giant rallies 6.3% after positive late-stage trial results for oral multiple sclerosis drug Remibrutinib, outpacing broader market slump. Analysts flag upside potential but warn of near-term consolidation risks.
Investis reports 6.8% rise in H1 rental income, LTV falls to 27.3%
Swiss real estate firm posts CHF 41.5 million in rental income for the half-year, while loan-to-value ratio declines to 27.3%. Portfolio value reaches CHF 2.3 billion.
European stocks fall despite Nvidia gains as Jackson Hole looms
Euro Stoxx 50, FTSE 100 and SMI decline after Nvidia's strong outlook fails to lift broader European equities. Tech sector buoys gains while defensive stocks weigh on Swiss index.
Luxembourg fund law firm Leroy & Goldbach opens Zurich office
The Luxembourg-based advisory firm expands into Switzerland to serve Swiss and Liechtenstein fund managers, citing complementary roles of the two jurisdictions in European asset management.
HSBC trio launches independent wealth advisory boutique in Zurich
Global Strategic Advisory Group opens Zürich office with former HSBC and Credit Suisse bankers Patrick D'Amico, Thomas Schaad and Christian Hiller.
Swiss Life to cut 600 jobs despite rising profits, targets efficiency gains
The Swiss insurer plans to reduce its workforce by 600 by 2028, focusing on back-office roles, as it pursues digitalization and AI-driven savings. Profits rose 8% in H1 2026 despite higher taxes.
Bundesbank chief flags possible ECB rate hike, warns on Germany’s AAA rating
Joachim Nagel signals markets may be right on an ECB rate increase next week, citing persistent inflation, while urging Berlin to preserve Germany’s top credit rating amid a widening fiscal deficit.
German DAX falls 1.1% as oil prices rise, inflation fears weigh
September opens with losses for Europe's benchmark index as geopolitical tensions lift oil prices and investors reassess rate expectations. Euro Stoxx 50 also declines.
Swiss pharma midcaps Basilea, Siegfried draw value investor interest
Basilea and Siegfried offer discounted valuations, earnings upgrades and growth prospects as Swiss pharma sector outperformers. Analysts set 38% and 55% upside targets respectively.
Euro Stoxx 50 falls 0.8% as oil prices rise amid Iran tensions
Eurozone benchmark index extends losses to August lows as geopolitical risks and energy prices drive inflation concerns ahead of ECB meeting. Swiss SMI rises 0.34%, FTSE 100 dips 0.32%.
Dollar slips as long-end yields fuel debasement trade ahead of Fed week
U.S. currency retreats from post-Fed gains as two-year SOFR holds above 4.20%, while ECB inflation data and RBNZ decision loom. Analysis flags risk of further losses unless hawkish repricing solidifies.
Global bond rout deepens as oil prices surge past $92; UK 30-year gilt yields hit 28-year high
Long-term UK borrowing costs rise to levels last seen in 1998 as oil climbs above $92 a barrel, while eurozone inflation hits a three-year high. Global bond markets extend sell-off amid inflation and fiscal concerns.
EUR/USD slips as dollar strengthens ahead of Eurozone inflation
Euro falls below 1.16 amid weak German retail data and rising oil prices, while USD/JPY approaches 160 as Japanese yields hit three-decade highs. Technical levels and U.S. payrolls data loom large.
EUR/USD trapped between key moving averages as ECB-Fed hike bets converge
The pair remains confined between the 100-day and 200-day moving averages after Eurozone inflation data reinforced expectations for a September ECB hike but tempered bets on further tightening.
GBP/USD holds near 1.3535 as Fed, BOE decisions loom
Sterling struggles to extend gains above 1.35 as global yields surge and policy divergence risks weigh ahead of key central bank meetings. Gilt yields hit multi-decade highs.
Swiss regional banks' confidence in Finma hits record low, survey shows
Confidence in the Swiss financial regulator plunged to its lowest level since 2015 amid concerns over tighter oversight and regulatory costs, while current business conditions remain robust.
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.
European stocks rise on Fed hawkish signals ahead of U.S. rate decision
Euro Stoxx 50 gains 0.95% as investors price in potential September Fed hike; FTSE 100 and SMI also advance. Warsh signals readiness for tighter policy amid persistent inflation concerns.
VW’s Blume pushes cost cuts as Niedersachsen seeks compromise
Volkswagen’s CEO urges sweeping savings ahead of a pivotal supervisory board meeting on Sept. 4, while Germany’s Lower Saxony seeks consensus amid competing restructuring plans.
Investis reports 6.8% rental income rise in H1 2026 despite stock dip
Swiss real estate firm posts CHF 41.5 million rental income growth in first half, while shares slip 1.35% as market conditions tighten. Portfolio value nears CHF 2.3 billion.
Stadler Rail posts 40% revenue gain, EBIT more than doubles in H1 2026
Swiss train maker’s sales surge to 2.0 billion francs as production recovers from 2024 storms; EBIT reaches 79.5 million francs, beating expectations. Order backlog hits record 33.3 billion francs.
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.