Tag Archives: financial markets

U.S. index futures point slightly lower open. Asian shares rose while stocks in Europe fell as energy producers got caught in a downdraft in oil prices and reversed an earlier gain after Goldman unexpectedly warned that WTI could slide below $40 absent "show and awe" from OPEC. The dollar rose, hitting a four-month high against the yen and bonds and top emerging market currencies were back under pressure on Tuesday, following last week’s hawkish rhetoric from central bankers. Nonetheless,...

Why is inflation so low and what is driving the stock market? Find out here. The world economy is growing and stock markets are rising ever higher. However, inflation and capital market yields remain low. Burkhard Varnholt, Global deputy chief investment officer at Credit Suisse, explains the...

Switzerland has been classified as one of the happiest countries in the world. Commonly stated reasons for this are the sense of community, beautiful landscapes, fresh air, and clean water. Not to mention prosperity. 'Switzerland: A Financial Market History', by the Credit Suisse Research Institute in partnership with leading experts from the London...

 Two weeks ago Bank of America caused a stir when it calculated that central banks (mostly the ECB & BoJ) have bought $1 trillion of financial assets just in the first four months of 2017, which amounts to $3.6 trillion annualized, “the largest CB buying on record.”  Aggregate Balance Sheet Of Large Central Banks, 2000 - 2017 - Click to enlarge BofA’s Michael Hartnett noted that supersized central bank...

In the first few months of the year, a trading desk rumor emerged that even as institutional traders dumped stocks and retail investors piled into ETFs, a “mystery” central bank was quietly bidding up risk assets by aggressively buying stocks. And no, it was not the BOJ: while the Japanese Central Bank’s interventions in the stock market are familiar to all by now, and as we reported last night on sessions when the “the...

The risk premiums on equities are unlikely to be as high in the future as they have been. This is the conclusion reached by the 2017 Yearbook published by Credit Suisse. In order to make statements regarding future market developments, it is worth taking a look at the past. Therefore, in the latest...

Asian countries have high savings rates, but investments are predominantly short-term. However, they have embarked on the path to longer investment horizons and deeper capital market integration. Asia's investment needs are enormous and will likely continue to grow over the coming years....

Warren Buffett has frequently advised aspiring investors to take a contrarian view on markets and “be fearful when others are greedy and be greedy when others are fearful.”  In fact, being dismissive of the wall street ‘herd mentality’ has resulted in some of Buffett’s most successful trades over the years including his decision to load up on bank stocks during the ‘great recession’. But the market wizards at Credit...

Warren Buffett has frequently advised aspiring investors to take a contrarian view on markets and "be fearful when others are greedy and be greedy when others are fearful."  In fact, being dismissive of the wall street 'herd mentality' has resulted in some of Buffett's most successful trades over the years including his decision to load up on bank stocks during the 'great recession'. But the market wizards at Credit Suisse and UBS are apparently advising their wealthy retail clients to...

A number of central banks have taken their interest rates into negative territory in the past years. Credit Suisse Research Institute explores the markets where negative interest rates have been introduced and reports on whether they have been successful. In the autumn of 2014, Denmark and Sweden...