Macro
Swiss economic calendar: key data and earnings Sep 24‑Oct 1, 2026
The Swiss market will see a series of corporate results, central bank assessments and macro data releases, including the SNB's monetary assessment, KOF forecasts, Roche Pharma Day and multiple earnings reports.
Trump hosts Xi in US, extends tariff pause to Jan
President Donald Trump welcomed Chinese leader Xi Jinping for a three‑day summit, during which a trade‑pause agreement was lengthened to Jan. 10, amid low expectations for a broader deal.
European officials warn of rising Russian sabotage while assessing no imminent NATO attack risk
European officials have warned of increasing Russian sabotage activity while noting they see no immediate risk of a NATO attack.
US Treasury sells $70 billion in 5-year notes
The U.S. Treasury auctioned $70 billion of 5‑year notes.
Reinhart warns sovereign debt could spark crisis, calls for fiscal discipline
Harvard economist Carmen Reinhart cautioned that rising sovereign debt may trigger a sudden crisis, emphasizing the limits of low‑interest policies and the risk of fiscal dominance.
OECD raises 2026 growth forecast amid high oil prices, warns 2027 risks
Global growth is projected to rise to 2.9% in 2026, defying elevated oil prices, but downside risks loom for 2027.
China's self‑sufficiency drive reshapes US‑China trade outlook ahead of Trump‑Xi summit
China's push for domestic production and lower reliance on exports limits the impact of U.S. tariffs, while a still‑large trade deficit and slowing high‑tech exports keep pressure on the bilateral relationship.
Zelenskyy pushes for trilateral peace meeting, 'energy ceasefire' with Russia
Ukraine's president told Trump at the UNGA he is ready for direct talks with Putin on an energy truce and urged Washington to engage China's Xi on the conflict.
Schweiz bleibt im Global Retirement Index auf Platz 4, aber materielles Wohlstandsrisiko bleibt
Die Schweiz bleibt im Natixis Global Retirement Index 2026 auf Platz 4, doch ein Rückgang im Bereich materielles Wohlstand zeigt Schwächen in der Altersvorsorge.
Swiss President Urges Multilateralism at UN, Warns of Protectionist Threats
Guy Parmelin told the 81st UN General Assembly that global institutions must step up as violations of Charter principles and rising protectionism strain international cooperation.
US stock futures edge up as Treasury yields, inflation data weigh on markets
Futures move slightly higher while investors brace for upcoming wholesale and consumer inflation reports.
Trump and Xi to Discuss A.I. Risks and Competition at US-China Summit
US and Chinese leaders will address artificial intelligence risks and competition at this week's summit, though expectations are tempered by a lack of consensus.
Switzerland Drops in Global Retirement Ranking as Inflation Pressures Pensions
Switzerland falls to fourth place in the Natixis Global Retirement Index as rising inflation, state debt and aging populations squeeze pension systems worldwide.
US Bond Yields Fall as Oil Price Slide Eases Inflation Fears
Fifth straight session of declining crude prices bolstered demand for Treasuries, pulling the 10-year yield below 5% for the first time in a week.
Swiss Parliament Approves Online Access to AHV and IV Data from 2028
The National Council and Council of States backed a digital platform that will let insured persons view their old‑age and disability insurance records online starting in 2028, aiming to cut paper costs and highlight contribution gaps.
German growth outlook revised up to 1.3% for 2024, 1.1% for 2027
Leading German economic research institutes raised their GDP forecasts, citing infrastructure spending and reduced geopolitical risks as key drivers.
Carney Says He Spoke With Trump on Ukraine, Iran
The Canadian prime minister said he has held recent calls with President Trump covering the war in Ukraine and Iran-related issues, amid an ongoing trade dispute between the two nations.
German Economy Shows Early Signs of Slowing Mid-Year
Industry and domestic demand indicators suggest a weakening in Germany’s post-pandemic recovery, despite recent positive business sentiment.
Euro area sovereign yields rise as French debt risk spikes
French OAT yields hit 4.5% and CDS spreads surge to 2020 highs, while German yields stay near 3.2% after the ECB lifted rates to 2.5%, raising concerns over euro‑zone fiscal health.
Swiss Retirement Savings Falls Short, Equity Interest Surges in Survey
BNP Paribas survey finds Swiss rate financial security at 6.1/10, down from 6.4, as two-thirds fear AHV and pensions won't maintain living standards.
AI Safety Concerns, Hormuz Talks Delayed: Market Impact
Stocks and commodities react to AI safety disclosures and geopolitical developments in the Middle East, with oil prices surging and tech stocks declining.
FTSE 100 edges higher as UK borrowing data heightens Budget pressure
Sterling stabilizes and equities edge up as August public sector borrowing hits a record £18.3 billion, compressing Chancellor John Healey’s fiscal headroom ahead of the October Budget.
FINMA Enforcement Proceedings Surge 45% Amid 2025 Volatility
The Swiss regulator concluded 55 enforcement cases last year, up sharply from 38, as on-site inspections intensified across UBS and the wider banking sector.
UK borrowing jumps to £18.3bn in August, £3.5bn above OBR forecast
Public finances data show Britain borrowed £18.3bn in August, exceeding the Office for Budget Responsibility's forecast by £3.5bn and the City estimate by £2.7bn. Net debt is just under £3tn, or 94% of GDP.
