https://www.youtube.com/watch?v=Y3wn5KKDyecFrancois Savary CIO www.genvil.ch
Which US stock market sectors to favour in 2025 Small and Mid caps Pharmaceuticals Big Tech and Mag7 Consumer durables and consumer staples European stocks should reduce underperformance in 2025 Swiss market underperformance Chinese stocks are wait and see depending on real government measures. Luxury will benefit from strong US economy…
https://www.youtube.com/watch?v=4bxD5kROo6AFrancois Savary CIO www.genvil.ch
What is pulling US stock market6s to new levels? Gold, Bond yields and stock markets are all going up in unison. Is this unusual ? Inflation could be the party-pooper. Beware of uplifts and revisions. PE ratio's are high already and can't be stretched much more therefore higher EPS are required…
https://www.youtube.com/watch?v=DciXiBnMhPsFrancois Savary CIO www.genvil.ch
What is pulling US stock market6s to new levels? Gold, Bond yields and stock markets are all going up in unison. Is this unusual ? Inflation could be the party-pooper. Beware of uplifts and revisions. PE ratio's are high already and can't be stretched much more therefore higher EPS are required…
https://www.youtube.com/watch?v=E3RlgpvObXc&t=2sFrancois Savary lists the positives and negatives of a Trump administration for US stock investors. The US $ was strong following the election results but Francois cautions against a sustainably strong USD and expects a weaker USD next year. Bonds yields were higher and are not set to reduce in short term. Federal Reserve cut…
https://www.youtube.com/watch?v=C_qz8aGRFhkVix index and Move index show that options pricing on S&P500 and T-Bonds is more expensive. Are stock market indexes more expensive than 2 years ago at the beginning of the bull run when measured in terms of earnings ? Some investors may be tempted away to bonds if the 10 yr reaches 4.5% yield.…
https://www.youtube.com/watch?v=AG0QsUdnC-sFrancois Savary CIO www.genvil.ch What is pulling US stock market6s to new levels? Gold, Bond yields and stock markets are all going up in unison. Is this unusual ? Inflation could be the party-pooper. Beware of uplifts and revisions. PE ratio's are high already and can't be stretched much more therefore higher EPS are required…
https://www.youtube.com/watch?v=CvQwWaegAoEUS debt financing is one of the largets components of the budget and contributes to exacerbating the existing budget deficit problem. How long can markets continue to support US government fiscal policy. What are the areas where savings can be made. What ammunition does the Federal Reserve have supporting the markets and the…
Stick with Gold
Stick with Gold
