EWL News and Press, iShares Inc MSCI Switzerland From 06/21/22

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...

European ETFs encountered a wave of sellers in the early part of trading Thursday, with European indices like the FTSE 100, German Dax, CAC 40, FTSE MIB and others falling some 2%-3%. The U.S. Federal Reserve's decision to raise rates by 75 basis points has had a degree of an effect on Euro-b...

The ECB is finally taking the measure of financial fragmentation risk in the eurozone. In addition to existing tools, it is working on a new instrument to prevent further widening of sovereign spreads. We'll await more details, but the announcement has likely changed the trajectory of...

European exchange traded funds showed strength in intraday trading on Tuesday as Ukrainian officials and Russian negotiators have promising peace talks together in Istanbul. The positive dialog has sent the FTSE 100, German Dax, CAC 40, FTSE MIB, IBEX, and other European benchmark indices wel...

Since the GFC, the Fed always came to the market rescue during times of stress. Today, the exact opposite is taking place, as the Fed is moving aggressively toward tightening policy. Investors should not wait for the Fed to save the markets this time around. The time is now to...

An unprovoked military invasion and tragic humanitarian crisis continues to unfold in Ukraine. We may have surpassed a major secular inflection point in the global economy and financial markets. Risk asset prices have already been deteriorating for some time, and conditions may ge...

House price growth in the eurozone is at its highest since 2006 as housing markets were supported by a limited impact of the pandemic on household finances, rising savings, historically low-interest rates, favorable financing conditions, and changing preferences. The improved macropru...

The past week has been dominated by Omicron news as we all try to piece together the limited information we have and determine what it all means for the coming months. The RBA and BoC both hold meetings next week and will likely be armed with little more information than OPEC+ had on ...

Inflation is back along with a record trade deficit. Financial assets are expensive. The money supply has increased. The US dollar is undermined by debt monetization. For further details see: The Mother Of All Bubbles

Structurally, there’s much to admire about Switzerland including its thrust in innovation. EWL is a low-beta play dominated by defensive sectors that could struggle in an environment when risk appetite is high. The SNB’s policy action could work against the Swiss Fra...