EWL News and Press, iShares Inc MSCI Switzerland From 08/19/22

Jackson Hole has been heavily discussed since the Fed’s supposed “dovish pivot” last month when it adopted a more data-dependent stance. While policymakers have pushed back against the idea of a pivot, markets have continued to price in a slower path of tightening...

Since its inception in 1996, EWL has delivered substantially higher returns than other international markets. The Swiss Franc’s prospects look good. EWL’s defensive qualities could attract flows in a recessionary era, even as its valuations look a lot more appealing ...

Last week was action-packed and it’s not likely to ease up with attention now shifting from the Fed and the “technical recession” in the US to the labour market. Various officials have highlighted the strength of the labour market when explaining why the US isn&#x...

Europe took centre stage last week as leaders waited nervously to see if gas would start flowing through Nord Stream 1 again following scheduled maintenance. Next week the focus switches back to the US which has a big interest rate decision of its own and a number of major earnings re...

In theory, nuclear capabilities indicate a country is more technologically advanced and less likely to be invaded, which are two advantages many investors appreciate. This year, however, the almost total losses by foreign investors in Russia despite that country's nuclear capabilities...

For the first time in decades, we now have an inflation problem. This is prompting central banks to tighten monetary conditions, just as the global economy is weakening. This does not bode well for investment prospects. If things get really bad, a pivot back to monetary easing cou...

A shortened trading week on Wall Street will have traders focusing on the FOMC minutes, a few Fed speakers, and the June nonfarm payroll report. I don’t think there’s any such thing as a quiet week for Europe at the moment but next week is probably as close as it gets. ...

Recessions have gone from being a potential consequence of high inflation and rapid monetary tightening to an increasingly likely scenario. A wrath of economic indicators are expected to confirm the trend of weakening business activity. The gas stand-off with Russia isn’t e...

We see the Fed on a path to raise rates far enough this year to hurt growth. The U.S. activity restart from the pandemic could grind to a halt in coming quarters. The Fed lifted rates by 0.75% in a rush to normalize policy, its biggest hike since 1994. Other central banks joined, send...

Switzerland's inflation level is 2.9% vs. 8.6% in the U.S. Switzerland's fiscal policy was reasonable and very well thought out, unlike the U.S. The credibility of the Fed has been questioned many times since their forecasting ability has not been the best. From a very long-te...