Advertisement
Novara — A Smarter Way to Access Global Markets
Markets desk·updated through the day

Federal Reserve

Swiss Market Index rises; Roche downgraded, Rieter hit by UBS rating cut
EquitiesArticle

Swiss Market Index rises; Roche downgraded, Rieter hit by UBS rating cut

Swiss equities mixed as SMI gains, but Roche and Rieter face downgrades; oil prices dip amid geopolitical uncertainty and Fed rate hike expectations.

Markets Desk · 17 Sept 2026
SMI set for higher open; oil eases; Fed lifts rates again
EquitiesArticle

SMI set for higher open; oil eases; Fed lifts rates again

Swiss markets brace for a firmer start as oil retreats from four-month highs, the Fed delivers its first hike in over three years, and AI-focused semiconductor names remain in demand despite broader US equity weakness.

Markets Desk · 17 Sept 2026
SMI set for higher start as Boeing tumbles and semiconductors stay in demand
EquitiesArticle

SMI set for higher start as Boeing tumbles and semiconductors stay in demand

Swiss index guided up 0.5%, US futures recover 0.7% overnight, while Boeing drops 3.7% on 777X delay and AI chip names hold firm.

Markets Desk · 17 Sept 2026
Pound Falls on Disappointing UK Jobs Data as Dollar Gains Strength
ForexArticle

Pound Falls on Disappointing UK Jobs Data as Dollar Gains Strength

Sterling dropped after UK private-sector payrolls fell 34,000 in August, while the dollar index approached 100 ahead of Wednesday's Federal Reserve decision.

Markets Desk · 15 Sept 2026
Swiss stocks fall after open; UBS, Partners Group and SMG drop
EquitiesArticle

Swiss stocks fall after open; UBS, Partners Group and SMG drop

SMI opens 0.55% lower as UBS and Partners Group fall, SMG drops after ownership changes, Centiel rises, and oil gains ahead of the Fed decision.

Markets Desk · 15 Sept 2026
DAX expected to hold after weak start as oil and Fed decision draw focus
EquitiesArticle

DAX expected to hold after weak start as oil and Fed decision draw focus

The X-Dax points to a flat DAX open at 25,454 after Monday's 0.5% decline, while elevated oil prices and a likely Fed tightening decision shape the session.

Markets Desk · 15 Sept 2026
European Stocks Fall as Crude Oil Holds Above $90 on Iranian Threats
CommoditiesArticle

European Stocks Fall as Crude Oil Holds Above $90 on Iranian Threats

Brent crude extends gains past $90 on Persian Gulf supply risks, compounding euro-area inflation pressure ahead of the ECB's expected rate hike.

Markets Desk · 13 Sept 2026
Swiss franc strengthens after higher-than-expected Swiss inflation data
ForexArticle

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.

Markets Desk · 4 Sept 2026
US stocks rise on softer yields; Swiss franc strengthens after inflation surprise
EquitiesArticle

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.

Markets Desk · 3 Sept 2026
Swiss inflation hits two-year high, SNB rate hike odds rise
Central BanksArticle

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.

Markets Desk · 3 Sept 2026
Global bond rout pauses as European, Aussie yields retreat from peaks
Central BanksArticle

Global bond rout pauses as European, Aussie yields retreat from peaks

German and Australian 10-year yields fall from multi-year highs after a week of aggressive selling, while U.S. labor data tempers rate-hike bets ahead of ECB meeting.

Markets Desk · 3 Sept 2026
Swiss shares rise as defensive stocks lead; gold rallies on softer jobs data
CommoditiesArticle

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.

Markets Desk · 2 Sept 2026
Six EU net contributors push for deep cuts to €2 trillion budget plan
MacroArticle

Six EU net contributors push for deep cuts to €2 trillion budget plan

Germany, Austria and four other net contributors demand reductions of several hundred billion euros to the EU's 2028-2034 budget, citing national consolidation needs and rejecting further joint borrowing.

Markets Desk · 2 Sept 2026
Bundesbank chief flags possible ECB rate hike, warns on Germany’s AAA rating
Central BanksArticle

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.

Markets Desk · 2 Sept 2026
Dollar slips as long-end yields fuel debasement trade ahead of Fed week
ForexArticle

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.

Markets Desk · 2 Sept 2026
EUR/USD slips as dollar strengthens ahead of Eurozone inflation
ForexArticle

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.

Markets Desk · 2 Sept 2026
EUR/USD trapped between key moving averages as ECB-Fed hike bets converge
ForexArticle

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.

Markets Desk · 2 Sept 2026
GBP/USD holds near 1.3535 as Fed, BOE decisions loom
ForexArticle

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.

Markets Desk · 2 Sept 2026
European stocks rise on Fed hawkish signals ahead of U.S. rate decision
EquitiesArticle

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.

Markets Desk · 1 Sept 2026
Swiss equities rise as all SMI stocks gain; gold dips ahead of U.S. inflation data
EquitiesArticle

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.

Markets Desk · 1 Sept 2026
Dollar strengthens on Fed hawkishness; euro, yen and Aussie under pressure
ForexArticle

Dollar strengthens on Fed hawkishness; euro, yen and Aussie under pressure

The U.S. dollar extended gains after hawkish remarks by Fed Chair Warsh, pressuring the euro, yen and Australian dollar. European inflation data and oil price gains added to market focus.

Markets Desk · 31 Aug 2026
German DAX dips 0.6% from record as oil prices rise amid Middle East tensions
EquitiesArticle

German DAX dips 0.6% from record as oil prices rise amid Middle East tensions

German blue-chip index slips after brief rally to all-time high, as investors weigh geopolitical risks, oil price surge and expectations of a Federal Reserve rate hike. MDax and Euro Stoxx 50 also decline.

Markets Desk · 31 Aug 2026
Dollar correction gathers pace as Fed hike odds rise, EU risks mount
ForexArticle

Dollar correction gathers pace as Fed hike odds rise, EU risks mount

The greenback’s recent rebound faces headwinds as hawkish Fed repricing collides with political uncertainty in Europe and Japan. Correction seen extending into Q4.

Markets Desk · 31 Aug 2026
European stocks slip as Iran tensions, rate hike bets weigh
EquitiesArticle

European stocks slip as Iran tensions, rate hike bets weigh

DAX falls 0.9% after record close as Brent crude jumps 3.8% to $91.45/bbl; investors eye Fed policy signals and oil sector gains.

Markets Desk · 31 Aug 2026