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Les marchés enthousiastes face à la nouvelle direction de Nestlé et aux licenciements

Vidéosoctobre 20, 20251KViews 0Likes 0Comments

https://www.youtube.com/watch?v=aw0O2MRlm2o📈 Nestlé fait son grand retour sur les marchés Dans le nouvel épisode de 9 TO 5 Live, François Savary échange avec Mark Williams sur les récents développements positifs autour de Nestlé : nouvelle direction, restructuration stratégique et reprise du titre en bourse. 🔎 Points clés abordés : Le redressement de l’action Nestlé marque un…

États-Unis – Chine : le retour du bras de fer sur les tarifs douaniers

Vidéosoctobre 13, 20251KViews 0Likes 0Comments

https://www.youtube.com/watch?v=KC47WY_uC8Q🌏 États-Unis – Chine : le retour du bras de fer sur les tarifs douaniers Dans le nouvel épisode de 9 TO 5 Live, François Savary échange avec Mark Williams sur la résurgence des tensions commerciales entre les États-Unis et la Chine, et leurs effets sur les marchés financiers. 🔎 Points clés abordés : Les…

Portfolio Spring Clean In The Fall

Vidéosoctobre 6, 20251KViews 0Likes 0Comments

https://www.youtube.com/watch?v=nW_iS_IyIW0&t=10sAs we enter the final quarter of the year, François Savary joins Mark Williams on 9 TO 5 Live to discuss how investors can rebalance and strengthen their portfolios for the months ahead. 🔎 Key insights: The best portfolio is a balanced one The main scenario remains a soft landing for the economy …

Is this the tip of the private debt Iceberg ?

Vidéosoctobre 1, 20251KViews 0Likes 0Comments

https://www.youtube.com/watch?v=0hzNEey7fYsIn the latest 9 TO 5 Live episode, François Savary joins Mark Williams to explore the risks and implications of recent bankruptcies in the private debt sector. 🔎 Key insights discussed: Growth of the private debt market since the 2008 crisis Warning signs from recent bankruptcies Rising risks in consumer credit (student loans,…

Weak US Jobs Data Have Boosted Markets Expectations

Vidéosseptembre 26, 20251KViews 0Likes 0Comments

https://www.youtube.com/watch?v=q-aJMXx-AXg&t=18sIn the latest episode of 9 TO 5 Live, François Savary and Mark Williams dive into the impact of recent US job data on global markets. 🔎 Discussion highlights: Why jobless claims are more reliable than non-farm payrolls Sensitivity of the bond market to employment data Dollar strength expected against the euro …

Nuclear Energy is a Proxy for AI

Vidéosseptembre 26, 20251KViews 0Likes 0Comments

https://www.youtube.com/watch?v=hYaUQxq7GCcIn the latest 9 TO 5 Live conversation, François Savary and Mark Williams explore how the rise of artificial intelligence is reshaping the global energy landscape. 🔎 Key insights: AI’s rapid growth is driving unprecedented electricity demand Nuclear provides a stable, 24/7 energy source compared to renewables Investment strategies must integrate diversified energy…

France on the Brink: Unpacking the Motion of No Confidence

Vidéosseptembre 9, 20251KViews 0Likes 0Comments

https://www.youtube.com/watch?v=XkWiOftDynA🇫🇷 France on the Brink: Unpacking the Motion of No Confidence In the latest episode of 9 TO 5 Live, François Savary joins Mark Williams to analyze the fragile political and economic backdrop in France and beyond. 🔎 Key themes discussed: The motion of no confidence in France and its potential political consequences Why…

Le licenciement du patron de Nestlé est-il excessif?

radio, Vidéosseptembre 2, 20251KViews 0Likes 0Comments

Il pointe une économie américaine minée par l’incertitude, où l’imprévisibilité des décisions politiques freine investissements, embauches et croissance. François Savary, économiste et cofondateur de GENVIL, a participé à un débat animé dans l’émission Forum de la RTS, aux côtés de Anne Donou, spécialiste RH chez von Rundstedt, et Dominique Freymond, entrepreneur et expert en gouvernance…

Navigating Gold’s Surge: Insights and Forecasts

Vidéosseptembre 2, 20251KViews 0Likes 0Comments

https://www.youtube.com/watch?v=orXvv1MrfaQIn this latest episode, François Savary, CIO at GENVIL, joins Mark Williams to discuss the remarkable surge in gold prices and the outlook for 2026. They explore the impact of interest rates, inflation trends, tariffs, and share strategies to navigate the historically challenging months of September and October in the financial markets. 🔍 Key Takeaways:…

Market Reaction to Non Farm Payrolls is Logical

Vidéosaoût 5, 20251KViews 0Likes 0Comments

https://www.youtube.com/watch?v=rClH3ggYcAAIn this episode, François Savary, CIO at GENVIL, discusses with Mark Williams the recent US economic data, focusing on the disappointing non-farm payroll numbers and their implications for the market. The conversation also explores interest rate cuts, the future of the US dollar, the long-term effects of tariffs on job creation, and the significant impact…

EU USA trade deal will encourage the markets

Vidéosjuillet 29, 20251KViews 0Likes 0Comments

https://www.youtube.com/watch?v=zz8FGyEOf-MIn this insightful episode, François Savary, CIO at GENVIL, discusses with Mark Williams the EU-US trade agreement and its impact on financial markets. Although criticized, the agreement remains a necessary compromise in the current economic context. They also dive into the earnings season, interest rates, and the pressure on the US dollar. 🔍 Key Takeaways:…

USA and Iran Face Off – Markets Remain Resilient

Vidéosjuin 23, 2025962Views 0Likes 0Comments

https://www.youtube.com/watch?v=RqOcqF8EQPkIn this new episode of 9 TO 5 Live, François Savary (CIO, GENVIL SA) and Mark Williams unpack the rising geopolitical tensions between the United States and Iran — and why global markets have remained surprisingly calm. Key discussion points: The oil market is central to geopolitical risk Outlook for the US dollar and potential…