Interesting chart, interesting comment #Gold

Sentiment focus: too much negativity may imply than it may be already priced in extracted from our Primis.swiss Weekly Markets Round-up, published yesterday 5th May 2025 Despite the positive NF-Payrolls on Friday, and more generally, hard data, which is holding up

safe-haven, #switzerland #banking

Equity focus: Monetary easing, rising M2, strong momentum and share buybacks Extracted from our latest Primis.swiss Weekly Markets Round-up, published this morning 12th May 2025 Goldman Sachs currently predicts a 45% chance of a recession, while JP Morgan still

Deglobalization focus: will corporate profits and shareholder returns reverse? extracted from our Primis.swiss Weekly markets Round-up published this morning 19th May 2025 A couple of weeks back, we received a complimentary report titled “When Globalization Reverses

Treasury focus: long end breaks 5% as fiscal pressure tops inflationary fears Extracted from our Primis.swiss Weekly Markets Round-up, published this morning 26th May 2025 Last week, the US30Y #treasury yield retested its Oct-23 highs, just above 5% (top-left graph).

Focus on the US economy: resilience expected and potentially lower inflation extracted from our latest Primis.swiss Weekly Markets Round-up, published this morning 2nd June 2025 In their research report from last Tuesday, JP Morgan no longer expects a #recession. Its

Holy. Shit. Atlanta Fed is now projecting that Q2 GDP will be +4.6%… a massive expansion. Opposite effect of the tariffs from Q1

Rates focus: weaker CPI, Middle East turmoil and their initial impact on US rates extracted from our Primis.swiss Weekly markets Round-up, published this morning 16th June 2025 Last Wednesday, the US #CPI data came in much lower than expected. The YoY Headline figure

Tech focus: US markets have recovered as the AI cycle still holds much promise extracted from the Weekly Markets Round-up, published this morning 23rd June 2025 Tariffs may still be a concern as the deadline for the end of the pause early July approaches, yet, the S&P500 has

Treasury focus: as rate cuts odds rise, new funding sources being considered extracted from our Primis.swiss Weekly Markets Round-up published today, 30th June 2025 Since early June, the Bloomberg US Economic Surprise index has been dropping rapidly and as a result,

Earnings focus: expectations have fallen, setting the stage for potential beats extracted from our Primis.swiss Weekly Markets Round-up, published this morning 7th July 2025 Since January, S&P 500 Q2 #earnings expectations have been revised down from 12 to 5%

This is just incredible — $NVDA becomes the first publicly traded company to reach a $4 trillion market cap. A historic moment for tech. 🔗 en.macromicro.me/stocks/info/NV…