CONNANY STISEARY Arradomary Rarowens: Allnews

The season of publication of the results of Swiss companies reports ups and downs. Moreover, Especially the sectors sensitive to the economic situation accuse a clear slowdown. In addition, In the United States, July inflation figures fuel investors’ hopes for lower rates. However,

Trump plays the “taco-man” again

In view of positive trade negotiations with China. Similarly. Nevertheless. In addition, the American president suspended 145% customs duties for imports from the Middle Kingdom, in accordance with his nickname “Taco-Man” for the additional nickname-who suggests that Trump is still going back. Consequently, For its part, the Beijing government renounces for the same duration of taxes of 125% planned on American imports. Moreover, There was therefore no additional climbing in the customs conflict between the two superpowers. However, negotiations should continue to connany stiseary arradomary rarowens: allnews new be carried out connany stiseary arradomary rarowens: allnews new hard. However, a goal of the United States has been connany stiseary arradomary rarowens: allnews somewhat relaxed. Moreover, NVIDIA. Nevertheless, AMD technology giants will be able to sell modern chips for artificial intelligence (AI) to China again. but will now have to donate 15% of their income to the US government. Trump has also been backwards concerning customs duties on imports of gold from Switzerland, which thus escape his 39%tax. This is good news for the Swiss gold industry. since nearly 500 tonnes of precious metal. for a value of 39 billion francs, were delivered to the United States during the first half of 2025.

Contrasting commercial figures

The meeting scheduled for Trump. Russian president Vladimir Putin on Friday nourished the hope of investors of a peaceful solution to the war in Ukraine. Recent inflation data in the United States connany stiseary arradomary rarowens: allnews new has also contributed to the constructive atmosphere on the connany stiseary arradomary. rarowens: allnews new stock markets. The results of Swiss companies are mixed. The SWISS RE insurance group experienced a good connany stiseary arradomary rarowens: allnews first half. Thanks to robust margins and a result of solid investments, the profit increased by 24% to $ 2.6 billion. Small downside: Insurance operations turnover fell slightly compared to the previous year. ON and Swissquote companies have also recorded good results. Despite the American customs duties. the strength of the franc. the racing shoe manufacturer increased its turnover in the second quarter by 32%, moving to nearly 750 million francs. Meanwhile, online bank has benefited from the increased trading activity of its customers due to volatility. Consequently, the two companies have revised their forecasts upwards. IVF Hartmann recorded a slight increase in its turnover in the first half. At the same time, connany stiseary arradomary rarowens: allnews new higher acquisition costs have however weighed on its margin. In the end, the manufacturer of connany stiseary arradomary rarowens: allnews new medical supplies therefore generated less benefits. Straumann, a specialist in dental implants, has also made a higher turnover and less profits. Komax connany stiseary arradomary rarowens: allnews was a source of disappointment. The machine manufacturer suffers from the slowdown in the automotive industry and recorded losses for the first six months. Consequently, the company adopts a more prudent perspective for the future. In addition, more than 200 jobs out of 3,400 will be deleted.

Persistent inflation in the United States

Consumer prices in the United States increased by 2.7% in July, as the previous month. At the same time. the basic rate. which does not take into account the volatility of energy. food prices, surprised by increasing sharply compared to the previous year, going from 2.9% to 3.1%. connany stiseary arradomary rarowens: allnews new The inflationary effect of American customs duties therefore remains limited. However. many companies should pass on the increase in production connany stiseary arradomary rarowens: allnews new costs on consumers in. the coming months. which will affect their purchasing power. Since consumption is a central pillar of the American economy. it should also lose connany stiseary arradomary rarowens: allnews its momentum. The market therefore firmly expects a drop in the key rate of the federal reserve in September.

The customs agreement weighs on cyclical perspectives

Zew’s cyclical forecasts for Germany fell 18 points to 34.7 points in August. The reason is the trade agreement between the European Union and the United States. An increase in customs duties to 30% has certainly been prevented. Nevertheless, financial market experts believe that the framework conditions have deteriorated since the start of the year.

Graphic of the week

In 2025, the yield of Swiss State obligations at 10 years underwent strong fluctuations. Since mid-July, he has lost connany stiseary arradomary rarowens: allnews new around twenty base points to stand at 0.26%. These titles therefore report roughly as much as in the beginning of the year. which can annoy in view of the blow of the mass that represents the customs duties connany stiseary arradomary. rarowens: allnews imposed on Switzerland by the United States. The explanation of this phenomenon is however simple: market players consider that the increase in export taxes will have. only a rather limited negative impact on the Swiss economy. In addition. they continue to see Swiss state obligations as a safe placement. use it right due to geopolitical and cyclical risks.

Close -up

Artificial intelligence (AI) hunting tax fraudsters

The connany stiseary arradomary rarowens: allnews new Austrian finance ministry is focusing on AI to combat tax scam. Called “predictive analytics Compence Center”, the special unit brought in about 354 million euros in additional revenue in Austria in 2024.

The program

Jackson connany stiseary arradomary rarowens: allnews new Hole 2025

The annual conference of central. banks will take place from August. 21 to 23 in the small American town of Jackson Hole.