Publicité
Novara — A Smarter Way to Access Global Markets
DESK EN DIRECT·Rédaction marchés mondiaux

Économie

Swiss favor capital-and-annuity blend for retirement, study finds
MacroéconomieArticle

Swiss favor capital-and-annuity blend for retirement, study finds

A sixth survey by Lucerne University shows half of respondents prefer mixing lump-sum payouts and annuities, while only 60% income replacement falls short of what most deem adequate.

Elena Kovač · 13 Sept 2026
Citi Flags Five Market Worries Investors Should Watch
MacroéconomieArticle

Citi Flags Five Market Worries Investors Should Watch

Citi strategists maintain a long-risk stance while outlining five key threats: a hawkish Fed, rising bond yields, Japan carry unwind, oil disruption, and European gas pricing.

Elena Kovač · 13 Sept 2026
China's August Exports Jump 25%, Trade Surplus Hits $119.1 Billion
MacroéconomieArticle

China's August Exports Jump 25%, Trade Surplus Hits $119.1 Billion

China's trade surplus swelled as exports rose 25% year-on-year, driven by auto and AI shipments, while imports grew 28.2% — slightly behind forecasts.

Elena Kovač · 13 Sept 2026
UK Budget Faces Oil Shock, Gilt Sell-Off and Trump Policy Headwinds
MacroéconomieArticle

UK Budget Faces Oil Shock, Gilt Sell-Off and Trump Policy Headwinds

Healey’s October budget may be constrained by higher borrowing costs, an oil-price spike and fiscal headroom that could shrink if the OBR uses current market conditions.

Elena Kovač · 13 Sept 2026
Kanada setzt Gegenzölle auf US-Stahl, Aluminium und andere Importe ab 8. September
MacroéconomieArticle

Kanada setzt Gegenzölle auf US-Stahl, Aluminium und andere Importe ab 8. September

Kanada führt ab Dienstag Gegenzölle im Wert von bis zu 27,6 Mrd. USD auf US-Importe ein, nachdem die USA zuvor 20 Mrd. USD kanadischer Waren mit Strafzöllen belegt hatten.

Elena Kovač · 13 Sept 2026
Economic Calendar: Germany, France, U.S. Trade Data on Sept. 8
MacroéconomieArticle

Economic Calendar: Germany, France, U.S. Trade Data on Sept. 8

Germany and France release July trade balance figures, while the U.S. reports consumer credit and China posts its August trade surplus data.

Elena Kovač · 13 Sept 2026
Calendrier économique suisse : événements clés 8-15 septembre
MacroéconomieArticle

Calendrier économique suisse : événements clés 8-15 septembre

Les résultats des obligations fédérales, les données relatives à l'inflation de la BFS et les données sur les hôtels, les mises à jour de Repower et de Sandoz figurent parmi les évènements marquants de cette semaine en Suisse, qui a également été riche en lancements de résultats et de décisions.

Elena Kovač · 13 Sept 2026
SMI Lower Before Trading, Asian Markets Mixed on Yen Strength
MacroéconomieArticle

SMI Lower Before Trading, Asian Markets Mixed on Yen Strength

Switzerland's SMI futures point lower after Monday's decline, while Asian equities show mixed results as speculation builds around further Bank of Japan rate hikes.

Elena Kovač · 13 Sept 2026
AI Boom Creates Next Bottleneck: Energy Demand Surges
MacroéconomieArticle

AI Boom Creates Next Bottleneck: Energy Demand Surges

New AI data centers require gigawatts of power, sparking a global race for electricity supplies and pushing energy stocks into focus.

Elena Kovač · 13 Sept 2026
Robust US payrolls data reinforces rate‑hike expectations, prompting gold to ease while markets await inflation prints
MacroéconomieArticle

Robust US payrolls data reinforces rate‑hike expectations, prompting gold to ease while markets await inflation prints

Strong US jobs numbers have bolstered expectations of further Federal Reserve rate hikes, pushing gold lower as investors await upcoming inflation data.

Elena Kovač · 13 Sept 2026
Robust US payrolls data reinforces expectations for higher rates, impacting gold ahead of inflation data
MacroéconomieArticle

Robust US payrolls data reinforces expectations for higher rates, impacting gold ahead of inflation data

Strong US payrolls data has heightened expectations for higher interest rates, influencing gold as the market awaits upcoming US inflation figures.

Elena Kovač · 13 Sept 2026
Indian rupee and bond markets navigate RBI dollar-selling intervention and liquidity actions
Banques centralesArticle

Indian rupee and bond markets navigate RBI dollar-selling intervention and liquidity actions

The Indian rupee and bond markets are responding to the Reserve Bank of India's dollar-selling intervention and associated liquidity measures.

Elena Kovač · 13 Sept 2026
US stocks fall after hot jobs report
MacroéconomieArticle

US stocks fall after hot jobs report

US equities declined after a stronger‑than‑expected employment report raised expectations for Federal Reserve rate moves.

Elena Kovač · 13 Sept 2026
Eurostat: Eurozone Q2 GDP rises 0.6%, employment up 0.1%
PIBArticle

Eurostat: Eurozone Q2 GDP rises 0.6%, employment up 0.1%

Eurostat's second estimate shows euro-area growth accelerating from a flat first quarter, with exports and household spending offsetting inventory declines.

Elena Kovač · 13 Sept 2026
ECB Widely Expected to Raise Interest Rates Ahead of Thursday Decision
Banques centralesArticle

ECB Widely Expected to Raise Interest Rates Ahead of Thursday Decision

Markets broadly anticipate the European Central Bank will implement another interest rate hike at its upcoming policy meeting.

Elena Kovač · 13 Sept 2026
Goldman Sachs and Deutsche Bank Offer Credit Baskets on French Election Outcome
MacroéconomieArticle

Goldman Sachs and Deutsche Bank Offer Credit Baskets on French Election Outcome

Banks are marketing AT1 bond baskets and total-return swaps tied to France's April presidential vote, as political risk and a budget deficit above 5% weigh on French credit spreads.

Elena Kovač · 13 Sept 2026
Markets prepare for US inflation data after mixed Asian session, tech rally
MacroéconomieArticle

Markets prepare for US inflation data after mixed Asian session, tech rally

Global markets are looking ahead to upcoming US inflation figures, following a day of varied performance in Asian equities and strength in technology shares.

Elena Kovač · 13 Sept 2026
BLS revises NY employment up, Buffalo job growth weaker
MacroéconomieArticle

BLS revises NY employment up, Buffalo job growth weaker

Preliminary BLS employment data indicates an upward revision to New York statewide employment, while Buffalo job growth appears weaker than earlier estimates.

Elena Kovač · 13 Sept 2026
US manufacturing employment rises to 12,638 in August 2026
MacroéconomieArticle

US manufacturing employment rises to 12,638 in August 2026

FRED data from the Bureau of Labor Statistics show seasonally adjusted manufacturing payrolls increased from 12,622 in July to 12,638 in August 2026.

Elena Kovač · 13 Sept 2026