Weekly Report CW 12
Weekly Report CW 12 U.S. equities advanced in both Monday and Tuesday sessions, with the major indices posting their first consecutive gains since late February. Monday saw the S&P 500 post its best daily performance since the Iran strikes began. By Wednesday, major averages had given back most or all of those gains, as investor […]
Diskretion als Kern unserer Haltung
Diskretion als Kern unserer Haltung In meiner Rolle als CEO eines Family Offices verstehe ich Vermögensverwaltung als Verantwortung auf mehreren Ebenen. Wir begleiten unternehmerische Familien, Investoren und Generationen. Dabei geht es nicht nur um Allokation, Struktur oder Performance. Es geht um Schutz. Diskretion ist für uns kein traditioneller Wert aus vergangenen Zeiten. Sie ist ein […]
Weekly Report CW 9
Weekly Report CW 9 US equities opened weaker this week amid uncertainties related to President Donald Trump’s reciprocal tariffs. U.S. equities turned positive as the week progressed. Indexes climbed, led by tech stocks ahead of NVIDIA’s earnings release. Nvidia reported after the market closed yesterday but failed to impress investors with its first-quarter sales guidance. […]
Weekly Report CW 8
Weekly Report CW 8 U.S. markets were closed on Monday in observance of Presidents Day. Trading resumed on Tuesday and Wednesday with equities finishing mostly higher, supported by gains in the financial and technology sectors, including Apple (AAPL), NVIDIA (NVDA), and Amazon (AMZN). The energy sector was another area of strength. Gains were trimmed in […]
US-Dollar – Warum er schwächelt und was das bedeutet
US Dollar – Why the currency is weakening and what it means Looking at the development of the US dollar in the foreign exchange markets over the past few months, the pronounced downward trend is immediately apparent. The dollar is steadily losing value against other currencies, such as the euro. But what is currently shaking […]
Weekly Report CW 6
Weekly Report CW 6 Equities were slightly weaker this week but not far from best levels. Markets finished mixed in Wednesday trading. Action was found somewhere else. For the precious metals the week started with a ban. Gold finished down 11.4%, its largest single-day drop in decades. Silver settled down 31.4%, its worst session since […]
Weekly Report CW 5
Weekly Report CW 5 Donald Trump’s relaxed response to the dollar’s sell-off is stoking speculation of a longer-term decline, with the currency sinking to its lowest level in almost four years. Against this backdrop, gold, silver and copper rallied sharply. Gold rose to almost US$5,600/oz and silver briefly touched US$120/oz. Meanwhile, on news from Iran […]
Weekly Report CW 4
Weekly Report CW 4 Monday, U.S. markets were closed for MLK Day. On Tuesday, stocks and bonds tumbled amid concerns over potential tariffs linked to Trump’s Greenland plans and a selloff in Japanese bonds. U.S. benchmark indices fell more than 2%, marking their worst day since October. The dollar weakened against major currencies, 30-year Treasury […]
Investment Opportunity Rare Earth Elements
Investment Opportunity Rare Earth Elements Rare earth elements have been making headlines almost daily in recent years. But what exactly are they, why do they matter so much, and how can investors participate in this market? Rare earth elements, a group of 17 critical metals, including neodymium, cerium, and dysprosium, play a key role in […]
Weekly Report CW 3
Weekly Report CW 3 After reaching new all-time highs, major U.S. equity indices retreated this week, posting their first back-to-back daily losses of the year. Weakness in technology stocks and disappointing bank earnings pushed markets into negative territory. Market sentiment was further weighed down by President Trump’s renewed attacks on Federal Reserve Chair Jerome Powell, […]