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Global markets are entering a phase defined by sharp contrasts. In the United States, the rally remains firmly anchored in technology, with the Nasdaq reaching new highs and the sector advancing more...
Global markets, a rally carried by AI while the rest of the world struggles to keep up
A world sharing the same images but not the same horizons Open Netflix, and it is easy to believe the planet now lives in a single living room. Cultural references circulate without friction,...
Cultural convergence, economic divergence
For a long time, the cost of living was analysed as a purely economic variable: inflation, rents, wages, purchasing power. But in today’s major metropolitan centres, Zurich, Paris, London,...
The cost of living as a cultural phenomenon: When lifestyle becomes a luxury
The global equity landscape enters the coming week with a striking imbalance: the United States continues to attract the overwhelming majority of capital flows, while Europe and Asia remain...
Global flows tighten around AI while regional gaps widen
The fifteen‑day ceasefire between the United States and Iran triggered an immediate wave of relief across global markets. Oil prices fell sharply, volatility receded and risk appetite returned...
How China Emerges Stronger from the Middle East Ceasefire
Energy
The Strait of Hormuz remains one of the most sensitive geopolitical chokepoints in the world. Nearly one-fifth of global oil supply passes through this narrow corridor, making it an immediate...
Hormuz, the fragile balance that sets the pace for global oil markets
The energy market has entered a phase of renewed tension as geopolitical dynamics surrounding the Strait of Hormuz intensify. Two weeks after Iran announced the reopening of the strait and Donald...
Energy: Oil surges as geopolitical tensions reshape the market
The oil market remains one of the most sensitive barometers of geopolitical tensions, and the latest developments in the Middle East provide yet another illustration. As hopes for a diplomatic...
Energy: Oil prices rebound as geopolitical tensions escalate
The Strait of Hormuz, one of the most strategic maritime corridors in the world, channels nearly one‑third of global seaborne oil flows and remains a critical gauge of geopolitical stability in the...
Energy: Global markets breathe as the strait of Hormuz reopens
The oil market has just experienced its sharpest weekly correction since 2022, with Brent and WTI falling by roughly 11%. This drop followed the announcement of a two‑week ceasefire between the...
Energy: a market caught between fragile diplomatic easing and structural supply risks
Precious Metals
The metals market is moving in step with geopolitical developments in the Middle East, oscillating between hopes of de-escalation and persistent tensions. Gold, the traditional safe haven in times of...
Metals, a market under pressure between geopolitical hopes and supply constraints
The metals market experienced a week of contrasting dynamics, with nickel emerging as the standout performer. Prices reached their highest level since late January following projections from the...
Precious metals: Nickel shines while precious metals struggle
The metals market is navigating a difficult week shaped by an unfavorable combination of rising energy prices, a stronger dollar and renewed geopolitical tensions. Gold, traditionally a barometer of...
Metals: A market under pressure from a strong Dollar, costly energy and geopolitical tensions
The industrial and precious metals markets move in tandem with geopolitical tensions, growth expectations and shifts in monetary policy. Copper, often viewed as a barometer of global economic...
Metals: Copper and gold ride the wave of geopolitical easing
Gold has regained upward momentum, posting a second consecutive week of gains around USD 4,800 per ounce, supported by the announcement of a temporary two‑week ceasefire between the United States...
Metals: a market pulled between renewed interest in safe‑haven assets and persistent tensions in industrial commodities
TopDown-View
The U.S. economy continues to defy expectations. In April, it created 115,000 jobs, far above the 65,000 forecast by economists. The unemployment rate held steady at 4.3%, confirming the strength of...
The U.S. economy surprises again, powered by jobs and lifted by AI
The macroeconomic landscape was shaped this week by a series of major central bank decisions across Japan, the United States, the Eurozone and the United Kingdom. Policymakers opted for the status...
Macro: Central banks hold steady as markets test the limits of optimism
Corporate earnings may currently dominate the attention of the financial community, but the high‑stakes geopolitical standoff unfolding in the Middle East could quickly return to the forefront,...
A global balance undermined by geopolitical tensions, expensive energy and a growing transatlantic divide
Financial markets are currently navigating a paradoxical environment in which equity investors have clearly moved past the Iran conflict, while bond yields remain stubbornly high. Even the...
Macro: An euphoric equity market facing interest rates that refuse to fall
Global markets entered a decisive risk‑on phase this week, driven by a sharp collapse in oil prices and a rapid improvement in geopolitical sentiment following the reopening of the Strait of...
A powerful risk‑on revival as geopolitics ease
DISRUPTION AS OPPORTUNITY
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Past performance is not indicative of future results. This report presents historical data for the stated strategy, timeframe, and risk profile and reflects holdings as of the publication date; portfolio changes may have occurred since. Information is based on end-of-day data from sources believed to be reliable, but accuracy and completeness are not guaranteed. Prices reflect market values at the date of publication or the latest available data.
Investments involve risk, including potential loss of capital, particularly with leveraged strategies. Asset allocation and diversification do not guarantee profits or protect against losses, and investment suitability must be determined by each individual investor. Actual results may differ due to market conditions, taxes, fees, transaction costs, liquidity constraints, and risks including credit, interest rate, reinvestment, and liquidity risks. IX-7 Asset Management SA (IX-7) is a registered trademark, and all related logos, trademarks, product names, concepts, and materials are the exclusive property of IX-7 Asset Management SA. The full disclaimer is available here.