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Market Report

Stay up to date with Marmot's Market Report by Martin Bürki, our leading asset manager. In the world of finance and investing, you got to have an edge over your competition. With Martin Bürkis analysis, you will get deep insight on the latest market movements.

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Market Report

And then there were only 6, USA: Presidential cycle and possible election of Trump, earnings reports surprise positively.

Where optimists invest, company profit forecasts for 2024, escalation in the Middle East and the impact on inflation.

Good end to 2023 but difficult start to the new year, Bitcoin becomes socially acceptable.

Review 2023 and outlook 2024

Buy at the highs, labor market figures in the USA

Turnaround in long-term bonds. Soft landing or recession? On the death of Charlie Munger of Berkshire Hathaway.

Will a recession follow the economy? Most sought-after investments, small caps lagging behind.

Inflation cools - stock market rejoices. Scenario analysis - how bad would a recession be? Positioning of major investors for 2024.

Gold in the portfolio, bitcoin awakens to new life.

The magic 7 titles. Uncertain situation dissolves.

Get in now according to seasonality, Smart Money Index, Stocks vs. bonds. What's going on in Germany?

War in Israel and parliamentary crisis in the U.S., economic indicators in the U.S. and interest rate development, institutional investor survey

Strong growth figures in the USA, uncertainties due to unrest in the Middle East.

Speculative bubbles and life cycles of companies, crash in long-term government bonds. Good entry points are approaching.

Soft or Rough Landing? Rising oil price. Is the U.S. agency going on unpaid leave?

Focus on bond investments: Why bonds are now becoming interesting again and how you should position yourself.

Corporate profits in the USA, debt and default rates, development of the unemployment rate in the USA.

Why do we always show graphs from the U.S., stock markets and economic development decouple, the unloved September.

Stock market sentiment worsens US technology sector.

Federal reserve strategy, inflation expectations in the U.S. and Europe, investor behavior in the U.S. Where are we in the financial market cycle?

Falling USD, US economic development at a crossroads, soft or hard landing?

Inflation falls, investors reduce risk. Central banks reduce liquidity, Q2 2023 earnings season begins.

China disappoints, earnings season begins in the USA

Global stock market valuation. When is the recession coming? Central banks are reducing the money supply.

Will early risers be rewarded? Stock market valuation. What's next for interest rates in the U.S.? Economic development and real estate prices in Europe and Switzerland.

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