CFRHF News and Press, Cie Financiere Richmn New From 07/31/25

2025-07-31 08:45:41 ET With inflation inching up in June and possible support to the US economy from the One Big Beautiful Bill Act [OBBBA], I had recently ruled out the possibility of the Fed sounding dovish in its next Federal Open Markets Committee (FOMC) statement (see section "More...

2025-07-31 07:57:40 ET LVMH's ( OTCPK:LVMUY ) latest results were so disappointing that a bigger luxury market slowdown appeared all but definite for 2025. Until Hermès of the Birkin ( OTCPK:HESAY ) released its H1 2025 results yesterday.... Read the full article ...

2025-07-28 22:43:00 ET Key Takeaways Markets: While the US tariff announcement at the start of the second quarter of 2025 sparked significant swings in global equity markets, as measured by the MSCI World Index in US dollar terms, trade tensions eased over the remainder of the quart...

2025-07-28 17:07:24 ET To say that it hasn't been a good year in the stock markets for luxury goods giant LVMH ( OTCPK:LVMUY ) ( OTCPK:LVMHF ) would be an understatement. Consider this. Compared to the ~11% increase in the S&P Global Luxury Index ( SPGLGUN ) year to date...

2025-07-22 12:17:58 ET The iShares MSCI Switzerland ETF ( EWL ) is a strong opportunity to access the resilient Swiss economy. In a world with tensions and economic uncertainty, Switzerland offers stability and strong returns. I rate EWL a buy because I believe that its concentr...

2025-07-22 09:50:00 ET Temet Nosce (Know Thyself) The Value Fund reached the halfway point of 2025, down -3.6% net of fees and expenses. (1) The US dollar weakened significantly and has been a drag of over -5.0% year-to-date (YTD). Here’s where the major North American market...

2025-07-20 09:00:00 ET Most major stock indexes across the globe ended the week higher, following gains on the Wall Street, supported by strong US economic data and corporate earnings. ... Read the full article on Seeking Alpha For further details see: Top global stories thi...

2025-07-16 08:30:00 ET My previous article on CPI inflation following the May 2025 print was titled " May CPI Inflation: Start Of A Nail-Biting Macroeconomic Drama? ". This was based on arguments both for and against higher inflation.... Read the full article on Seeking Alpha ...

2025-07-15 13:17:46 ET There's nothing that screams capability like succeeding in a faltering market. And that in a nutshell explains why the Swiss company and Cartier owner, Compagnie Financière Richemont SA ( CFRUY , C FRHF ) is up by 21% year-to-date [YTD].... ...

2025-07-10 17:20:00 ET By Elisa Mazen, Michael Testorf, CFA & Pawel Wroblewski, CFA Tilting Toward Domestic Business Models Market Overview International equities maintained positive momentum in the second quarter as Europe signaled progress on fiscal stimulus and re...