LGT Private Banking Europe House View

US equity markets rebounded on Wednesday after better-than-expected private sector payrolls and improved service sector sentiment offset concerns over missing official labour reports due to the federal government shutdown. Major US indices posted solid gains, while Asia-Pacific stocks followed...

Global equity markets declined sharply to start Wednesday after Wall Street’s sell-off in technology shares prompted a wave of profit taking and risk aversion, with Asian indices registering some of the steepest falls. The pullback follows sustained gains to record highs in major indices...

Swiss inflation dropped to nearly zero in October, reinforcing expectations the Swiss National Bank (SNB) will keep rates steady, while the Swiss equity market posted little change at the start of the week. European stocks advanced on Monday as euro-area manufacturing stabilised, but US...

US equities ended last week on a positive note, driven by strong results from Amazon and Apple that lifted market sentiment late in the week, while Asian markets started the new week mixed after China’s manufacturing PMI data undershot expectations. European stock indices ended lower on Friday.

US equity markets retreated on Thursday, led by sharp declines in major tech shares after Meta’s hefty AI investment unsettled investors, while Amazon and Apple both posted better-than-expected results that buoyed after-hours sentiment. In Asia, Japanese stocks climbed to a new record on Friday...

Global markets were mixed midweek as the Federal Reserve cut rates but flagged caution over further easing. US stocks closed mostly flat or lower after Fed Chair Powell’s remarks dampened hopes for another rate cut, although technology shares were supported by Nvidia’s record-breaking rally and...

All three major US equity indices reached record highs on Tuesday, supported by ongoing enthusiasm for artificial intelligence and anticipation of positive quarterly results from leading technology firms with earnings figures due from Alphabet, Meta Platforms and Microsoft later Wednesday.

Wall Street indices surged to fresh highs on Monday, driven by renewed optimism surrounding US-China trade talks and robust gains in leading technology shares, while European stocks also advanced to new peaks. In contrast, Asian markets traded lower on Tuesday as investors digested President...

Markets are set for a pivotal week as investors await interest rate decisions from the Federal Reserve (Fed), European Central Bank (ECB) and Bank of Japan (BOJ) as well as a highly anticipated US-China trade summit and earnings from key US tech giants. Global equities surged at the start of...

Equity markets in Asia surged on Friday, with South Korea’s Kospi reaching a record high and Japan’s Nikkei 225 also trading strongly, as investors anticipated next week’s meeting between US President Trump and China’s President Xi Jinping. US and European stocks recovered after earlier...

Global markets continue to impress with their resilience, defying many predictions of a sharp slowdown, even in the notorious autumn months. Consumption in the US economy - the world’s economic powerhouse - is cushioning the impact of tariffs and global uncertainties. While some cracks are...

As we enter the last quarter of 2025, investors face an economy shaped by subtle resilience and divergence rather than dramatic shifts. Headlines around trade tensions and changing global dynamics persist, but the risks of a sharp economic correction look contained, with growth adjustments...

In recent weeks, global markets have continued to test our ability to adapt and remain vigilant. While the initial shock of new tariffs and heightened political uncertainty seems to be subsiding, fresh challenges have emerged - inflationary pressures are reappearing, and economic momentum in...

The economic and geopolitical tensions of recent months have once again shown us how fragile and at the same time dynamic global markets can be. Tariffs, inflationary pressures, and central bank responses are just some of the factors keeping markets on edge. Yet, as uncertainties increase, it...

After the last few months were shaped by US tariff disruptions, driving volatility in global trade and economic growth, the latest escalation of the conflict between Israel and Iran with the direct involvement of the United States have shaken financial markets and rattled investors’ confidence.

Market sentiment remains characterised by a high level of uncertainty. As investors try to grasp the latest moves in the trade conflict, the global economic outlook is deteriorating. Tensions surrounding US President Trump’s ongoing trade war are translating into slowing growth and weakening...

The trade conflict triggered by US President Donald Trump remains a significant risk for investors, as clearly reflected in market volatility. In particular, the relationship between the US and China, the world’s largest economies, is likely to remain extremely fragile.

As we navigate the first quarter of 2025, the global economy is experiencing significant shifts, increasingly questioning fundamental beliefs that have held true for years. The resilience seen in 2024 has given way to a more complex landscape: The erratic US policies, a chaotic trade war...

Growing uncertainties and an unsettled global economy are shaping our current investment strategies. In particular, the rather erratic US trade policy of the new Trump administration is having a significant impact on the global economy, leading to unpredictable economic outcomes and a stronger...

As 2025 begins, the global economy stands on relatively solid ground, though growth remains uneven across regions. We witness an economic landscape heavily influenced by persistent inflation and stringent monetary policies. The re-election of Donald Trump introduces both opportunities and...