Zoltan Szelyes, CFA, CAIA (@macroreal) 's Twitter Profile
Zoltan Szelyes, CFA, CAIA

@macroreal

Economist and independent advisor on indirect investments in Swiss and global real estate and mortgages.

ID: 127194530

linkhttps://macrorealestate.com/?lang=en calendar_today28-03-2010 11:26:42

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933 Followers

1,1K Following

Zoltan Szelyes, CFA, CAIA (@macroreal) 's Twitter Profile Photo

Folks, unfortunately we are again a bit off-consensus on rates and inflation. We are ahead of a rough ride in macro for H2 2024 #inflation #ecb #BoE #snb #interestrates

Folks, unfortunately we are again a bit off-consensus on rates and inflation. We are ahead of a rough ride in macro for H2 2024 #inflation #ecb #BoE #snb #interestrates
Zoltan Szelyes, CFA, CAIA (@macroreal) 's Twitter Profile Photo

Schweizer Immobilienfonds erzielten per Ende Mai 2024 eine Gesamtrendite von rund 4% gegenüber Ende Mai 2023. Immobilienanlagestiftungen haben ca. 2% erzielt haben ggü April 2023. Die von sehr vielen Kapitalbeschaffungsmassnahmen geprägten letzten zwei Monate haben jedoch zu

Schweizer Immobilienfonds erzielten per Ende Mai 2024 eine Gesamtrendite von rund 4% gegenüber Ende Mai 2023. Immobilienanlagestiftungen haben ca. 2% erzielt haben ggü April 2023. 
Die von sehr vielen Kapitalbeschaffungsmassnahmen geprägten letzten zwei Monate haben jedoch zu
Lawrence H. Summers (@lhsummers) 's Twitter Profile Photo

There has never been a presidential platform so self-evidently inflationary as the one put forward by Trump. I have little doubt that with the Trump program, we will see a substantial acceleration in inflation. theatlantic.com/politics/archi…

𝐀𝐅𝐂 𝐀𝐉𝐀𝐗 💎 (@theeuropeanlad) 's Twitter Profile Photo

• The woke community didn't like that some fans went to the games as Ruud Gullit and painted their faces black, what do you think? 🗣️ - Aké: "I don't see a problem. Can I be honest here? These topics are getting out of hand, we should be allowing things like this to happen.

• The woke community didn't like that some fans went to the games as Ruud Gullit and painted their faces black, what do you think? 

🗣️ - Aké: "I don't see a problem. Can I be honest here? These topics are getting out of hand, we should be allowing things like this to happen.
John Walker (@johnwalker_1986) 's Twitter Profile Photo

Swiss Fluid Shape & Domination Brian Cristante is struggling so much with the Rotations of Switzerland: • Rotating from 343 to 433 • Aebischer then Drifting into the 10 • Cristante trying to Press Xhaka but doesn't know who's behind him • Cristante eventually opening up a

Swiss Fluid Shape & Domination

Brian Cristante is struggling so much with the Rotations of Switzerland:
• Rotating from 343 to 433
• Aebischer then Drifting into the 10
• Cristante trying to Press Xhaka but doesn't know who's behind him
• Cristante eventually opening up a
Zoltan Szelyes, CFA, CAIA (@macroreal) 's Twitter Profile Photo

This week, we celebrate our four-year anniversary at Macro Real Estate AG. We have clearly moved beyond the start-up phase and aim to continue our journey. The road is not always as smooth as the picture in the vineyards between #Männedorf and Stäfa from this morning ;-) Our

This week, we celebrate our four-year anniversary at Macro Real Estate AG. We have clearly moved beyond the start-up phase and aim to continue our journey. The road is not always as smooth as the picture in the vineyards between #Männedorf and Stäfa from this morning ;-)
Our
Zoltan Szelyes, CFA, CAIA (@macroreal) 's Twitter Profile Photo

Kotierte Immobilienanlagen: ein solider Baustein für das Portfolio themarket.ch/meinung/kotier… via The Market NZZ #immobilien #fintwit #Investing #REITs #immobilienfonds

The Market NZZ (@themarket_ch) 's Twitter Profile Photo

Kotierte Immobilienfonds ermöglichen Privatanlegern eine Diversifikation der Asset Allocation. Aufgrund der Werthaltigkeit und geringer Schwankungen sollten Schweizer Immobilien die Kernposition bilden, schreibt Zoltan Szelyes, CFA, CAIA. themarket.ch/meinung/kotier…

Science girl (@gunsnrosesgirl3) 's Twitter Profile Photo

Speed in 1924 vs 2024. the current men's 100m Olympic champion, Noah Lyles, compared to the gold medalist from 100 years ago, Harold Abrahams

EU_Eurostat (@eu_eurostat) 's Twitter Profile Photo

In Q1 2024, greenhouse gas emissions decreased in 20 EU countries, when compared to Q1 2023. 🏭📉 Largest decreases in: 🇧🇬Bulgaria (-15.2%) 🇩🇪Germany (-6.7%) 🇧🇪Belgium (-6.0%) Learn more ➡️europa.eu/!WtYnwx

In Q1 2024, greenhouse gas emissions decreased in 20 EU countries, when compared to Q1 2023. 🏭📉
 
Largest decreases in:
🇧🇬Bulgaria (-15.2%)
🇩🇪Germany (-6.7%)
🇧🇪Belgium (-6.0%)
 
Learn more ➡️europa.eu/!WtYnwx
20 Minuten (@20min) 's Twitter Profile Photo

Kaum radioaktiver Abfall und sicherer: Schweizer Startup entwickelt revolutionären Reaktor. 20min.ch/story/startup-…

Zoltan Szelyes, CFA, CAIA (@macroreal) 's Twitter Profile Photo

It's comforting that I am not the last remaining economist standing in the camp of structural inflationary pressure ;-) It's also my opinion - even if we are currently facing a cyclical disinflationary trend - that the inflation beast has been awakened. And we will see some more