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When Technology Outruns Geopolitics: The Hidden Cost for Organizations The past year has been defined by a paradox that continues to puzzle analysts and central bankers alike:...
When Technology Outruns Geopolitics: The Hidden Cost for Organizations
Clarity as a Prerequisite for Decision-Making In the world of investing, the quality of a decision rarely depends on a flash of genius. It rests on something far more discreet: the...
Why visual clarity improves performance
Markets enter next week with a mix of renewed confidence and cautious positioning. Momentum has been largely driven by Microsoft and Amazon, whose strong earnings restored optimism around AI...
Markets, a tense week ahead as AI and macro prepare for a decisive test
The global market enters a decisive week shaped by a mix of monetary policy expectations, geopolitical tensions and the next wave of Big Tech earnings. Investors approach the period with a cautiously...
A pivotal week where macro forces and AI narratives collide
The market enters the new week with a clear narrative: investors are rotating, not retreating. After months of exceptional performance in AI-linked assets, last week’s selloff looked far more...
Rotation Takes the Lead as Geopolitics Sets the Tone
Energy
Oil experienced a two-phase week shaped by developments around the Strait of Hormuz, one of the most strategic chokepoints in global energy trade. Early in the week, Brent prices fell by roughly 11...
Oil, between diplomatic hopes and renewed tensions
The oil market is entering a consolidation phase after a sharp ten-dollar decline this week, with Brent now stabilizing around 90 USD per barrel. This apparent calm hides a more complex reality:...
Energy caught between price consolidation and persistent geopolitical tensions
Oil prices remain firmly supported as geopolitical tensions intensify across the Middle East. Brent briefly crossed the 100 USD per barrel threshold this week, its first time since May, before easing...
Oil prices supported by escalating geopolitical tensions
The oil market has experienced an unusually intense week, driven by a military escalation between the United States and Iran that immediately revived concerns about the security of strategic maritime...
Oil under geopolitical pressure, a market catching fire
The oil market closed the week in positive territory, despite a slight pullback toward the end. Brent is trading around 76.60 USD per barrel and WTI near 72 USD, marking weekly gains of roughly 4 to...
Oil market ends the week firm despite rising geopolitical tensions
Precious Metals
Gold and silver delivered a remarkable performance this week, benefiting from a macroeconomic environment that has revived their status as safe-haven assets. The decline of the dollar, driven by...
The return of precious metals
The metals market is moving this week within an environment dominated by US macroeconomic signals and Asian industrial momentum. Gold, traditionally a barometer of risk aversion, remains primarily...
Metals: shaped by monetary tensions and strong Chinese industrial demand
Gold has gone through a difficult week, marked by a decline of around 3%, its sharpest weekly drop in six weeks. Despite a slight rebound at the end of the period around 4,000 USD per ounce, the...
Metals under pressure, between inflation, geopolitical tensions and Chinese fragility
Gold continues to struggle to regain momentum. Even the renewed tensions between the United States and Iran failed to trigger the usual flight toward safe-haven assets. Investors are instead focused...
Gold loses momentum while copper finds support from a weaker dollar
Industrial metals moved in a mixed pattern this week. Aluminium continued to decline, pressured by improving supply prospects in the Middle East. Copper proved more resilient, trading around 13,326...
Industrial Metals: a mixed market marked by easing aluminium, resilient copper and surging gold
TopDown-View
The market has entered a new phase, one where headline strength masks a growing divergence beneath the surface. The S&P 500 continues to set fresh records, supported by an exceptional earnings...
Market Outlook, when a bullish tape hides a deep split inside the AI trade
US macroeconomic data delivered an unexpected shock in July, breaking sharply with the positive surprises of recent months. Economists expected 80,000 job creations, yet the economy shed 23,000...
Macroeconomics, as markets sway between labor weakness and earnings strength
The week was dominated by the Federal Reserve meeting, which unsurprisingly kept interest rates unchanged. Yet it was not the decision itself that drew attention, but Kevin Warsh’s extremely...
Macro: a motionless Fed, a nervous market and a surprisingly resilient US economy
Financial markets are going through a phase of palpable tension, particularly visible in the semiconductor segment. For those holding these stocks in their portfolios, the contraction of latent gains...
Macroeconomics in transition, a shaken market but far from a reversal
Rising tensions between Iran and the United States, accompanied by a predictable rebound in oil prices, do not appear to be destabilizing financial markets. For nearly a month, a clear sector...
Macro: Markets hold steady as geopolitical tensions rise and sector rotation deepens
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.