Blog

Every month we publish our opinion on the macroeconomic environment.

After a long period of negative interest rates and rising inflation, central banks have hiked interest rates. But how did we get to this turning point, what impact will it have on the global economy and what does the future hold? Find out more in our blog.

Gold is seen as a safe haven in times of uncertainty. Read our blog post to find out more about how the gold price has performed and the factors that affect it.

The Swiss economy stagnated in the second quarter. However, the labour market remained strong, which had a positive impact on private consumption. The data published suggest that the Swiss economy is becoming less resilient. The problems encountered by Germany, Switzerland’s largest trading partner, are becoming increasingly evident. Meanwhile, the weakness of China is weighing on industrial exports. This suggests that the slowdown in global growth appears to have reached Switzerland.

On 1 January 2023, Luca Carrozzo became the new Chief Investment Officer of Bank CIC, making him responsible for investment strategy. It’s time to take a look at the markets with him.

The situation surrounding banks has eased a little in the last few days, but the crisis is not over yet.