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Swissquote: Something’s got to give

Fri, 04 Sep 2026 08:59:52 +0200

By Ipek Ozkardeskaya, Senior Analyst, Swissquote

It took a comment from the Federal Reserve’s (Fed) Christopher Waller to send short-term yields down and equities up yesterday. Waller said that he would choose not to raise rates at this month’s FOMC meeting if inflation continues to progress towards the Fed’s 2% goal.

Federated Hermes: Weekly Markets Wrap Up 3 September 2026

Thu, 03 Sep 2026 12:17:46 +0200

In this week’s markets wrap up, we explore the global rise in sovereign bond yields and what's driving it, plus UBS's key win in its battle over Switzerland's post Credit Suisse capital rules.

PIMCO: If inflation is the problem, why aren't wages?

Thu, 03 Sep 2026 12:07:43 +0200

By Tiffany Wilding, Economist

Kevin Warsh's Jackson Hole speech struck a decidedly hawkish tone and was arguably the clearest signal yet that the Federal Reserve is actively considering additional tightening. Markets responded by raising the probability of a September hike to roughly 60% and pricing approximately 60 basis points of cumulative tightening through the middle of next year.

Robocap: Institutional investors are convinced an AI breakthrough is close

Thu, 03 Sep 2026 09:44:43 +0200

Professional investors are convinced increased computational power will lead to a breakthrough in AI capabilities this year, new global research with institutional investors and wealth managers managing assets of $513 billion from leading fund manager Robocap shows.

Nickel: AI needs human support for digital asset investment process

Thu, 03 Sep 2026 09:19:40 +0200

Institutional investors and wealth managers would welcome the use of AI in digital asset investment processes as long as they retain human oversight on decisions, new global research from London-based Nickel Digital Asset Management (Nickel) shows.

Laura Hermann appointed Managing Director at Crypto Finance

Thu, 03 Sep 2026 09:04:40 +0200

Laura Hermann has been appointed Managing Director at Crypto Finance. She brings extensive experience from the international financial services and asset management industry.

Swissquote: Drill, baby, drill!

Thu, 03 Sep 2026 08:59:37 +0200

Ipek Ozkardeskaya, Senior Analyst, Swissquote

Oil prices continue driving price action across global financial markets, this time giving some relief as US crude eased 1.40% yesterday after hitting the highest levels in more than a month – maybe on news that Venezuela – under US leadership – is set to double oil production in the coming years, as several companies prepare to sign a series of deals, according to Bloomberg News, to extract its oil.

Payden & Rygel: Why tight high yield spreads don't tell the whole story

Wed, 02 Sep 2026 16:07:08 +0200

Healthy fundamentals, a higher-quality market and attractive all-in yields continue to support high yield, even as tight spreads raise the bar for security selection.

By Jordan Lopez and Nick Burns

BLI: AI boom is ensuring continued solid economic growth

Wed, 02 Sep 2026 16:02:08 +0200

The boom in the artificial intelligence sector is ensuring continued solid economic growth, note Guy Wagner and his team in their latest monthly market report 'Highlights'.

Aberdeen: Commentary on bond-sell off

Wed, 02 Sep 2026 12:36:31 +0200

Matthew Amis, Investment Director – Rates Management at Aberdeen Investments, comments on the developments in the British gilt market.

Clearwater Analytics: Asset managers are betting big on AI in risk management

Wed, 02 Sep 2026 09:44:44 +0200

New research from Clearwater Analytics finds asset managers are extending AI agent into risk management, with almost three quarters (73%) expecting the pace of AI integration into risk management to accelerate in the next three years.

Drooms: Signs of recovery in the real estate transaction market

Wed, 02 Sep 2026 09:18:40 +0200

Clear signs of recovery have become visible in the real estate transaction market. Due diligence platform Drooms expects a significant increase in the number of real estate transactions in Germany. This forecast is based on the transactions recorded on the platform in the first half of 2026, which already amount to around 75% of the total recorded for the full year 2025.

Swissquote: China stands alone

Wed, 02 Sep 2026 08:58:40 +0200

By Ipek Ozkardeskaya, Senior Analyst, Swissquote

The major driver of the market action remains the rising oil prices, with US crude trading above $93pb this morning before retreating. Brent crude shortly traded at $97pb.

Nuveen: Schaarste aan landbouwgrond door wereldwijde investeringsgolf in AI

Tue, 01 Sep 2026 13:54:09 +0200

Door de wereldwijde investeringsgolf in AI, energie en infrastructuur neemt de concurrentie om beschikbare grond snel toe. Dat terwijl de vraag naar voedsel nog steeds groeit. Volgens Saira Malik, CIO van asset manager Nuveen, maakt die combinatie natural capital steeds interessanter voor langetermijnbeleggers.

Payden & Rygel: Inflation, interest rates and duration

Tue, 01 Sep 2026 13:29:04 +0200

By Paul Saint-Pasteur, Global Fixed Income Portfolio Manager at Payden & Rygel

PIMCO: Kevin Warsh’s Jackson Hole speech smphasizes price stability

Tue, 01 Sep 2026 12:08:50 +0200

The Federal Reserve chairman discussed monetary policy principles, the economy, and AI – and left little doubt the Fed is focused on taming inflation.

By Rich Clarida, PIMCO’s Economic Advisor and Former Vice Chair of the Federal Reserve Board

Delta Lloyd Pensioenfonds transfers pension liabilities to Zwitserleven

Tue, 01 Sep 2026 08:51:17 +0200

Athora Netherlands has taken over the pension liabilities of Delta Lloyd Pensioenfonds through a collective value transfer to Zwitserleven. The transfer has already been approved by DNB.

Payden & Rygel: Q2 was a (US) profit boom

Mon, 31 Aug 2026 11:54:19 +0200

Al-related capital expenditures continue to power U.S. growth and trade. Skeptical colleagues wondered whether revenues would ever justify the spend.

Swissquote: Fed hawks are back

Mon, 31 Aug 2026 08:57:11 +0200

By Ipek Ozkardeskaya, Senior Analyst, Swissquote

The week starts on a bearish note as oil prices are up on renewed tensions involving a US attack and retaliation from Iran this morning.

Swissquote: Walking the fine line

Fri, 28 Aug 2026 09:01:42 +0200

By Ipek Ozkardeskaya, Senior Analyst, Swissquote

Yesterday was marked by a clear divergence between tech and the rest, after Nvidia, Salesforce and CrowdStrike earnings boosted gains across AI enablers.

Carmignac: Who controls the long end at Jackson Hole?

Thu, 27 Aug 2026 11:58:48 +0200

By Kevin Thozet, a member of the investment committee at Carmignac

Federal Reserve Chair Kevin Warsh will deliver the keynote at the Kansas City Fed’s annual Economic Policy Symposium at 4pm Paris time on Friday, 28 August. With no title yet announced - consistent with his reluctance to embrace forward guidance - it remains unclear how he will use his first Jackson Hole speech as Chair.

Job Hekhuis joins Amundi as Senior Retirement Solutions Strategist

Thu, 27 Aug 2026 11:53:47 +0200

Job Hekhuis joins Amundi as Senior Retirement Solutions Strategist.

Nickel: Increased digital asset allocation hinges on improved security

Thu, 27 Aug 2026 10:11:29 +0200

Matching the custody and security standards at traditional financial firms would reap substantial benefits for the digital asset sector, new global research from London-based Nickel Digital Asset Management (Nickel) shows.

Guillermo Veiga appointed Chief Information Officer at Capital Group

Thu, 27 Aug 2026 09:16:20 +0200

Guillermo Veiga has been appointed Chief Information Officer at Capital Group.

Swissquote: The numbers speak

Thu, 27 Aug 2026 09:01:17 +0200

By Ipek Ozkardeskaya, Senior Analyst, Swissquote

We wake up to one of these days: Nvidia’s earnings can’t be ignored. No matter how high the expectations were, no matter how much higher the whisper numbers sat, Nvidia managed to beat ALL of these expectations.