Therefore,
Month july promises hectic:
Decisions concerning American import prices and US budgetary legislation could lead to volatility peaks in July. However. it is not expected that this will derail the American economy, which is still experiencing solid growth, or will cause a sustained drop in the market.
With regard to the evolution of prices. Switzerland can continue to hope that either the key parameters of a commercial agreement with the United States will be decided, or that after the expiration of the “break” on reciprocal rates on July 8, the United States will give Switzerland at least more time to achieve a commercial agreement.
At the same time, geopolitical tensions in the Middle East and Eastern Europe continue to create high uncertainty. So far, however, their impact on the financial markets has been limited and short -lived.
On the other side of the Atlantic – Month july promises hectic
Meanwhile. central banks in month july promises hectic Europe and the United Kingdom continue to reduce interest rates and the American Federal Reserve is expected to follow the movement in September.
Recently. the Swiss National Bank lowered its key rate to 0%, stressing that the obstacle to a new drop below zero is high. However, it is unlikely that it will avoid new rate drops if the EUR/CHF exchange rate moves to 0.90 francs or less.
How to invest?
This environment of lowering interest rates. yields is likely to support high -quality shares and bonds, especially in sectors sensitive to interest rates. In addition. the US dollar is expected to remain low while interest rate differentials are reduced, American growth slows down and investors re -evaluate the attractiveness of the greenback and its perceived status of refuge value. You can see this as a favorable moment to review foreign currency exhibitions and reduce excessive dollar assets.
After high month july promises hectic price gains, limited yields are planned for the world’s stock markets until the end of the year. However. investors can be recommended with an allocation in under-pondeed equities to gradually increase their positions in largely diversified actions or balanced portfolios in order to position themselves for better performance opportunities in 2026 and beyond.
As interest rates on liquid assets are extremely low in Swiss francs. continue to drop into foreign currencies, investors looking for higher yields should consider high -quality obligations, diversified fixed income strategies and dividend strategies.
Further reading: China defies the United States: these engineers reveal three major flaws in the project of an American lunar reactor, humiliation is total – Tesla inc. : Trump threats to musk societies cause a new tesla dive at Wall Street – In China, parts and tickets have almost disappeared – What is Shimming, this formidable scam that steals your money in service stations? – Apple modifies the rules of the App Store under the pressure of the European Union.
