Blog: You, us, everyone

Welcome to our blog – a place to discuss and exchange thoughts and ideas about iX-7 Asset Management SA, the stock markets and all matters relating to wealth management.


Articles
Saturday, August 30, 2025 by Christoph Schmid|Comment closed
within category Fragmented Globalization,Decoupling,BRICS,Supply Chain Realignment,Multipolar Trade System,US,China,India,Brazil
Executive Summary: Global Trade Post-Tariffs
Speed read:

Fragmented Globalization: trade splits into regional blocs rather than a single system.
Decoupling: U.S.–China diverg…
More …

Saturday, August 30, 2025 by Christoph Schmid|Comment closed
within category Gold,Silver,Copper,Aluminium,Nickel,Energy Transition,Inflation Hedge,Fed,Dollar,Safe Haven
Gold and Industrial Metals: Safe Havens and Energy Transition Drivers
Commodities are once again at the forefront of financial markets, driven both by monetary uncertainty and by structural dynamics linked to the global energy transition. Gold, the ultimate safe haven, has just reached a new month…
More …

Saturday, August 30, 2025 by Christoph Schmid|Comment closed
within category Oil,crude,OPEC+,Energy markets,Russia,Geopolitics,Demand,supply,Inflation hedge
Oil remains one of the world’s most strategic commodities, both as a driver of the global economy and as an indicator of geopolitical stability. After a slight decline on Friday, prices still posted a weekly gain, supported by robust U.S. demand and persistent tensions around Russia. Investors are …
More …

Saturday, August 30, 2025 by Christoph Schmid|Comment closed
within category Federal Reserve,US economy,Interest rates,Inflation,PCE,CPI,Political risk,Market volatility,FED
Equity markets, particularly in the U.S., are focusing on the prospect of an imminent interest rate cut rather than the geopolitical and economic risks looming over investors. This focus is reinforced by recent strong economic data, which boosts market optimism and investor confidence in controlled…
More …

Saturday, August 30, 2025 by Christoph Schmid|Comment closed
within category Bitcoin,Ethereum,Solana,Crypto market,Blockchain,Digital assets,Trump,Nasdaq,volatility,Investment opportunity
After reaching an all-time high above $124,500 on August 14, Bitcoin is entering its third consecutive week of correction, falling back into the $110,000–$111,000 range. This correction, representing a drop of approximately 11% over the second half of the month, highlights the inherent volatility o…
More …

Friday, August 29, 2025 by Christoph Schmid|Comment closed
within category Artificial Intelligence (AI),Disruption,Infrastructure,Stock market performance,Generative AI,NVDA,ADBE,VIX,Shutterstock,Getty Images,Autodesk,Microsoft,Alphabet,Hyperscalers,ManpowerGroup,Robert Half
Artificial intelligence (AI) has emerged as the driving force behind today’s technological revolution, sending the valuations of Silicon Valley giants soaring to historic levels. Nvidia, Microsoft, and Alphabet have all ridden the wave, though not every company has benefited equally.
Nvidia, the u…
More …

Sunday, August 24, 2025 by Christoph Schmid|Comment closed
within category Trade War,Tariffs,Global Supply Chains,Multinational Resilience,WTO
Origin of the Problem: Trump’s Trade War
Since the announcement of massive tariffs by the Trump administration, international trade has entered a period of unprecedented uncertainty. This “trade war” was initiated to protect certain U.S. industries and reduce the U.S. trade deficit, but its effect…
More …

Sunday, August 24, 2025 by Christoph Schmid|Comment closed
within category Copper,Gold,Industrial Metals,Precious Metals,Mining,Supply Constraints,PMI,Geopolitical Risk
The metals sector includes both industrial metals (copper, aluminum, nickel…) and precious metals (gold, silver…), forming a strategic pillar of the global economy. Industrial metals are essential inputs for construction, electronics, and renewable energy, while precious metals serve as safe-haven …
More …

Sunday, August 24, 2025 by Christoph Schmid|Comment closed
within category Oil,Energy,Brent,WTI,Ukraine Conflict,Sanctions,Geopolitics,Energy Security,Volatility
The energy sector, particularly oil, remains a strategic cornerstone of the global economy. Major oil companies (ExxonMobil, Chevron, BP, Shell, TotalEnergies) and independent producers operate in an environment heavily influenced by geopolitical tensions and global supply-demand dynamics. These co…
More …

Sunday, August 24, 2025 by Christoph Schmid|Comment closed
within category Bitcoin,Ethereum,XRP,Solana,MicroStrategy,Crypto ETF,Volatility,Digital Assets,Blockchain
The cryptocurrency market includes digital assets such as Bitcoin (BTC), Ethereum (ETH), XRP, and Solana (SOL). These assets have reshaped investing and digital finance by offering high return potential alongside pronounced volatility. Companies like MicroStrategy, which hold significant Bitcoin re…
More …

Sunday, August 24, 2025 by Christoph Schmid|Comment closed
within category Fed,Jerome Powell,Interest Rate Cut,U.S. Economy,Stock Market,Macro Signals,Jackson Hole,Market Rally,Inflation,Stagflation
The U.S. macroeconomy continues to be a central driver for global financial markets. Investors closely monitor key economic indicators such as employment, inflation, and GDP, as well as Federal Reserve (Fed) decisions, since they determine capital costs and overall liquidity. Careful interpretation…
More …

Sunday, August 17, 2025 by Christoph Schmid|Comment closed
within category Oil,Brent,Global Supply,Geopolitics,Energy Market,OPEC+,WTI
The oil market is experiencing a period of significant volatility, with Brent falling to $65 in midweek, a decline of about 7% since the beginning of the month. This drop is driven by several converging factors: the bearish forecasts from the International Energy Agency (IEA), concerns over sanctio…
More …

Sunday, August 17, 2025 by Christoph Schmid|Comment closed
within category Copper,Gold,Antofagasta,Industrial Demand,Geopolitical Risk,Dollar Strength
The metals market showed modest gains this week, with copper trading around $9,766 spot in London. At first glance, the trend seems positive, but short-term caution dominates due to several headwinds: a strong dollar, uncertainty about Chinese demand, and tariffs affecting international trade.
In …
More …

Sunday, August 17, 2025 by Christoph Schmid|Comment closed
within category BTC,ETH,Bitcoin,Ethereum,DeFi,Institutional Adoption,ETHZilla,Crypto Treasury
This week, Bitcoin (BTC) reached a new historic milestone, surpassing $124,500 before falling back below $120,000 on Friday. This rapid surge is a reminder that volatility remains the rule in the cryptocurrency market.
While Bitcoin grabs the headlines, it is Ethereum (ETH) that is now drawing the…
More …

Sunday, August 17, 2025 by Christoph Schmid|Comment closed
within category CPI,PPI,Federal Reserve,Interest Rates,Bond Vigilantes,Market Volatility,U.S. Economy
This week, markets navigated between cautious optimism and warning signals. The U.S. Consumer Price Index (CPI) came in lower than expected, reigniting hopes for a rate cut in September and boosting equity indices. However, the momentum slowed toward the end of the week as the Producer Price Index …
More …

Sunday, August 17, 2025 by Christoph Schmid|Comment closed
within category BTC,ETH,Bitcoin,Ethereum,DeFi,Institutional Adoption,ETHZilla,Crypto Treasury
This week, Bitcoin (BTC) reached a new historic milestone, surpassing $124,500 before falling back below $120,000 on Friday. This rapid surge is a reminder that volatility remains the rule in the cryptocurrency market.
While Bitcoin grabs the headlines, it is Ethereum (ETH) that is now drawing the…
More …

Sunday, August 17, 2025 by Christoph Schmid|Comment closed
within category CPI,PPI,Federal Reserve,Interest Rates,Bond Vigilantes,Market Volatility,U.S. Economy
This week, markets navigated between cautious optimism and warning signals. The U.S. Consumer Price Index (CPI) came in lower than expected, reigniting hopes for a rate cut in September and boosting equity indices. However, the momentum slowed toward the end of the week as the Producer Price Index …
More …

Sunday, August 10, 2025 by Christoph Schmid|Comment closed
within category Oil prices,Tariffs,OPEC+,Geopolitics,Demand
The global oil market is experiencing a period of high volatility, reflecting a delicate balance between geopolitical, economic, and strategic factors. Recent trade tensions, OPEC+ policies, and summer demand dynamics have created a complex environment significantly impacting crude prices.

Lates…
More …

Sunday, August 10, 2025 by Christoph Schmid|Comment closed
within category Copper,Gold,Interest Rates,Supply Constraints,Trade Tensions
The metals market, particularly copper, is showing encouraging signs in London thanks to two major factors: expectations of an upcoming interest rate cut in the United States and supply disruptions in Chile, the world’s leading copper producer. This combination is supporting copper prices, which ar…
More …

Sunday, August 10, 2025 by Christoph Schmid|Comment closed
within category Market Resilience,Inflation Data,Interest Rates,Investment Selection,Economic Uncertainty
The current macroeconomic environment reflects a particular mindset among investors: as the summer season has begun, many are adopting a cautious or even detached stance, but those who remain active in the markets are showing considerable composure. Despite the recent implementation of new tariffs …
More …
Current pageTotal pages 113
Articles per page
select
iX-7 Asset Management SA, access to financial information is a right. Knowledge is power.