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Strategic Insight – Understanding Change Beyond the Noise | Christophe Schmid ...
Frugal AI: the next frontier between innovation and economic sobriety
The Missing Data Link: Why Companies Struggle to Scale Their Data Products {"@context":...
The missing data link: Why companies fail to scale their data products
Macro backdrop The coming week opens under the influence of two dominant forces: the continued strength of AI-related capital expenditure and the sudden re-emergence of geopolitical risk following...
AI leadership, inflation risks and a renewed Hormuz shock: a pivotal week for global markets
The Invisible Productivity Trap – Why Organisations Work More but Advance Less { ...
The invisible productivity trap – Why organisations work more but advance less
The coming week is set to highlight a decisive transition in market leadership, as investors move from pure AI enthusiasm toward the physical foundations required to sustain the next wave of compute...
The physical AI economy: markets shift from hype to hard infrastructure
Energy
The oil market has entered a clear softening phase this week, with Brent and WTI both down around 8 %, despite a brief rebound following the attack on a cargo vessel near the Strait of Hormuz. Prices...
Oil prices under pressure as Gulf flows resume amid fragile geopolitics
The oil market experienced a pronounced decline this week, with WTI dropping nearly 8 % and Brent sliding more than 5 %. This correction reflects investors’ reassessment of geopolitical...
Oil Market: A sharp pullback amid a still-fragile geopolitical landscape
The oil market is experiencing a marked decline, with Brent and WTI prices falling by around 10% over the week. This correction comes as diplomatic signals between the United States and Iran suggest...
Oil: A market under pressure amid geopolitical easing and diplomatic uncertainty
The oil market is once again moving to the rhythm of Middle Eastern geopolitics. After three consecutive sessions of gains, Brent and WTI prices pulled back following the announcement of a...
Energy: a market caught between diplomatic signals and structural tensions
The oil market recorded another week of sharp declines, with Brent down 8% and WTI falling 5%, bringing prices back toward their lowest levels seen in April. Brent is now trading around 91 dollars,...
Energy: Geopolitical easing sends oil prices sharply lower
Precious Metals
Metals experienced a sharp pullback at the start of the week as equity markets fell, the dollar strengthened and the Federal Reserve adopted a firmer tone, prompting investors to reduce exposure to...
Metals under pressure as tighter monetary conditions hit cyclical assets
The metals complex experienced a broad decline this week as the Federal Reserve adopted a more hawkish tone. Gold fell sharply, trading near 4,165 USD per ounce, pressured by a stronger dollar and...
Metals under pressure as the Fed’s hawkish tone triggers a broad market pllback
Gold, traditionally viewed as a barometer of risk aversion, has experienced a turbulent week, coming close to the symbolic 4,000-USD threshold before retreating sharply. At 4,220 USD per ounce, the...
Metals under pressure as gold falters and copper weakens
The metals market is evolving in a mixed environment, with gold and copper following diverging paths. Gold, traditionally a barometer of macroeconomic uncertainty, is stagnating around USD 4,460 per...
Metals: a market split between gold’s inertia and copper’s breather
The metals market delivered a mixed performance this week, marked by a modest late-week rebound in gold and continued stability in copper. The yellow metal benefited from reports suggesting a...
Metals: A fragile rebound in gold as copper remains in waiting mode
TopDown-View
Macro dynamics: inflation, liquidity and the summer volatility trap Next week will be shaped by a delicate balance between persistent inflation signals and increasingly cautious liquidity conditions....
Next Week’s Market Anticipation
The macroeconomic cycle continues to evolve rapidly, marked by abrupt shifts in market leadership. After the surge in energy prices triggered by the closure of the Strait of Hormuz, semiconductor...
A market in transition as semiconductor momentum fades and bond caution rises
This week highlighted a striking tension between geopolitical easing and monetary tightening. The peace agreement signed between Iran and the United States triggered a decline in oil prices, even...
Macro: Between geopolitical relief and monetary tightening, markets walk a fine line
Financial markets are trying to keep their heads above water amid a stream of sometimes contradictory information that makes it difficult to form a clear picture of the situation. On the...
Macro markets tossed between persistent inflation, hesitant diplomacy and powerful market narratives
The Broadcom episode delivered an important message to markets: fundamentals in AI infrastructure remain strong, but expectations had drifted into unrealistic territory. Broadcom posted record...
Weekly Market Outlook: Expectation Reset, Not AI Cycle Peak
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.