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Tag: Trump
2018 vs 2019: cosa è cambiato?
2018 vs 2019: cosa è cambiato? L’esperienza che gli investitori si portano dietro in merito all’andamento dei propri investimenti nel corso del 2018 non sarà proprio una delle migliori. Ricordiamo come il 31 Dicembre avevamo tirato le somme e avevamo osservato come nessuna asset class si fosse salvata. Tutte, nessuna…
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Il futuro alle porte – Mercati nota settimanale
Il futuro alle porte I robot fattorini sono ormai una realtà: dall’Inghilterra agli Stati Uniti effettuano ogni giorno centinaia di consegne di cibo e di piccoli pacchi. Sono dei sofisticati carrelli, refrigerati o meno, dotati di un sistema di navigazione simile a quello delle vetture autonome. Sono programmati per muoversi…
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Punto di incontro tra Trump e la FED? – Mercati nota settimanale
Punto di incontro tra Trump e la FED? Donald Trump ha siglato la più rilevante riforma fiscale statunitense degli ultimi decenni per spingere il paese verso una forte crescita economica, attraverso manovre fiscali molto espansive, soprattutto attuando il consistente taglio della tassazione sui redditi delle imprese dal 35% al 21% con la contemporanea…
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Facebook: l’ira degli investitori su Zuckerberg – Mercati nota settimanale
Facebook: l’ira degli investitori su Zuckerberg La struttura di potere messa in piedi da Mark Zuckerberg vacilla sotto le pressioni di alcuni grandi azionisti di Facebook, i quali, vantando quasi 3 miliardi di dollari investiti nell’azienda, stanno tentando di rovesciare il suo ruolo di presidente e di rivoluzionare la struttura di…
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Investment Outlook Q2 2018
After the strong performance in almost every equity market in 2017, characterised by a remarkable lack of volatility, the financial weather changed abruptly in the middle of the last quarter. The trigger was a stronger than expected jump in US hourly wages in January. This inflationary fright rattled markets and…
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Investment Outlook Q4 2017
Notz Stucki has just released its investment outlook for the last quarter of 2017. Contrary to predictions at the start of the year, when it was expected that they would have to contend with rising interest rates, markets have been strong this year. Moreover one of the main hopes on…
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Notz Stucki Investment Meeting – Notes 11 04 2017
Over the past year world economic growth has been stronger than expected, for several reasons. First China’s growth has been solid. Instead of imploding the industrial side of the economy bounced back in 2016 in response to the policy measures of a year ago. Growth in China may fade a…
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Investment Outlook Q2 2017
Notz Stucki has just released its investment outlook for the second quarter of 2017. The first quarter was considerably calmer than that of 2016. On the political front the Dutch election was won by the sitting Prime Minister, which marked a break of a string of losses by incumbents in recent…
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Chart of the Month – Drivers of US GDP growth: Can the US grow faster?
DRIVERS OF US GDP GROWTH: CAN THE US GROW FASTER? Before the US election, the consensus view was that potential growth for the US economy was about 1.5% - 2.0%. After Trump won the elections, many market players are discounting higher growth rates due to the coming deregulation and fiscal…
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Notz Stucki January 2017 investment conference in Geneva : notes
On the occasion of its semi-annual Investment Conference in Geneva held on January 10th, 2017, Notz Stucki welcomed the following guest speakers: Jeffrey Saut, Chief Investment Strategist & Managing Director, Equity Research, Raymond James Louis-Vincent Gave, Chief Executive Officer, Gavekal Christian Kopf, Director of Economic Research and Investment Strategy, Spinnaker Capital Group Juerg Nagel, Partner, Member…
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