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Articles
Sunday, June 22, 2025 by Christoph Schmid|Comment closed
within category US airstrikes,Iran,Middle East geopolitics,Russia-Iran relations,China military policy,India-Pakistan,Egypt,Gulf region stability,Strait of Hormuz,Energy,Rate cuts 2025,USD,Geopolitical risk
On Saturday evening (US time), the United States conducted precision airstrikes on Iran’s nuclear facilities, Fordow, Natanz, and Isfahan. While the move marks a notable escalation in tensions, available intelligence and diplomatic channels suggest this was a calibrated, one-off operation, not the …
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Saturday, June 21, 2025 by Christoph Schmid|Comment closed
within category Oil prices,Middle-East,Israel,Iran
Recent Macroeconomic Context in Oil Markets


Geopolitical Tensions:The rising hostilities between Iran (Tehran) and Israel (Tel Aviv) are fueling growing nervousness in international oil markets. This situation has pushed prices higher, especially for Brent crude, which is more sensitive to glo…
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Saturday, June 21, 2025 by Christoph Schmid|Comment closed
within category Gold,Precious Metals
Contexte macroéconomique

Performance de l’or :
Malgré les tensions géopolitiques qui habituellement soutiennent le métal jaune en tant que valeur refuge, l’or a enregistré une baisse continue cette semaine, avec cinq jours consécutifs de recul. Le prix se situe actuellement autour de 3350 USD …
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Saturday, June 21, 2025 by Christoph Schmid|Comment closed
within category Macro View,inflation data,labor market trends,Trade negotiations,Rate cut,SNB,BOE,FED
Recent Macroeconomic Developments and Analyst Recommendations
Macroeconomic Context

Central Banks’ Decisions:
The week ended with key central banks—the European Central Bank (ECB), Federal Reserve (Fed), Swiss National Bank (SNB), and Bank of England (BOE)—making crucial policy announcements.
…
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Monday, June 16, 2025 by Christoph Schmid|Comment closed
within category Pharma,Roche,Eli Lilly,Johnson & Johnson,GE Healthcare,Chiesi,GEA Pharma,Smart Design,New Pharma Map,Automation
🏗️ The pharmaceutical industry is building up its capacity: $270 Billion+ in U.S. and European Manufacturing Signals a New Era, but Not Without Strain
In what’s shaping up to be one of the largest waves of pharmaceutical facility development in history, leading drugmakers including Roche, Johnson…
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Saturday, June 14, 2025 by Christoph Schmid|Comment closed
within category LNG,Oil,Middle East Tension,Inflation,Nuclear Deal
Middle East Tensions Fuel Oil Price Surge, Highlighting Risks to Global Energy Supply
Oil markets reacted sharply this week to the sudden escalation in hostilities between Israel and Iran. After Israeli airstrikes targeted Iranian nuclear and military facilities, including the key uranium enrichme…
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Saturday, June 14, 2025 by Christoph Schmid|Comment closed
within category Tesla,Volatility Risk
Tesla’s stock price has demonstrated notable resilience following the recent public confrontation between CEO Elon Musk and former President Donald Trump. The initial fallout from this social media spat triggered a significant market reaction, with Tesla’s market capitalization dropping by approxim…
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Saturday, June 14, 2025 by Christoph Schmid|Comment closed
within category CPAY,PYPL,V,MA,HAL,APA,ADM,ADBE,ORCL,BG,SHW,Geopolitical Tensions,Geopolitical risk,Industry Developments,Coins,Digital,Oil & Gas,Payment Processors,Technology & Software
Market Overview and Sector Impacts Amid Geopolitical Tensions and Industry Developments (June 13, 2025)
Market Context:
On June 13, 2025, major U.S. equity indices declined amid growing geopolitical tensions between Israel and Iran. The S&P 500 fell by 1.1%, the Dow dropped 1.8%, and the Nasdaq d…
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Saturday, June 7, 2025 by Christoph Schmid|Comment closed
within category US-China trade war,OPEC; Iran,Economic growth
1️ Global Macroeconomic Context for the Energy Market

Sino-American Geopolitical Tensions:
Trade negotiations between Presidents Trump and Xi Jinping have a direct impact on global economic prospects.

A easing of tensions would support economic growth, especially in China, the world's second…
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Saturday, June 7, 2025 by Christoph Schmid|Comment closed
within category Gold,AUX,Trade war,Limted stock
1️ Impact of Sino-American Trade Negotiations

The dialogue between Presidents Trump and Xi Jinping is having a positive effect on metals markets, particularly copper, which benefits from optimism linked to a possible resumption of trade and stabilization of commercial relations.
This dynamic fu…
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Saturday, June 7, 2025 by Christoph Schmid|Comment closed
within category Top-Down View,US employment market,economic growth,Interest rates,Inflation,Macroeconomic,Labor market
1️ Dynamics of the U.S. Labor Market

In May, the U.S. added 139,000 jobs, exceeding expectations of 126,000, reflecting strong resilience in the American economy.
The unemployment rate remained stable at 4.2%, confirming a solid labor market with a balanced supply and demand for jobs.
Wage gro…
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Thursday, June 5, 2025 by Christoph Schmid|Comment closed
within category Trade war,Dollar Tree,Dollar General,Walmart,Target,Affluent Market,US Consumers
A growing number of higher-income American shoppers are turning to discount chains like Dollar Tree and Dollar General, a clear signal that economic uncertainty and trade tensions are rippling across the lower-end of affluent consumer segments once considered immune to frugality.
As U.S. trade pol…
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Monday, June 2, 2025 by Christoph Schmid|Comment closed
within category Monetary Policy,Central Bank,Inflation,USA,Europe,China,Inflation,Interest rates
Inflation and Monetary Policy in Europe:
Inflation trends diverge significantly between France and Germany. In France, consumer prices continue to slow down, which could ease pressure on the European Central Bank (ECB). Conversely, in Germany, inflation appears to be accelerating, complicating the…
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Monday, June 2, 2025 by Christoph Schmid|Comment closed
within category Precious Metals,Gold,Trade-war
Industrial Metals:
Copper stands out this week with remarkable strength, indicating sustained demand or a limited supply of this key metal for the construction and infrastructure sectors. In contrast, other industrial metals have generally declined, reflecting some caution in the market amid uncer…
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Monday, June 2, 2025 by Christoph Schmid|Comment closed
within category Energy Market,Petroleum,Oil
Current Context:
Oil prices have experienced significant volatility this week, moving in an environment marked by several conflicting factors influencing supply and demand dynamics.
Supply:

The OPEC+ cartel could decide to increase production by 400,000 barrels per day at its upcoming meeting,…
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Wednesday, May 28, 2025 by Christoph Schmid|Comment closed
within category Macroeconomic Outlook,Trade War Rhetoric,USTB,rising inflation,rising interest rates,fiscal and political risk premium,higher volatility
🧭 Macroeconomic Outlook – June 2025
“Storm Clouds Return: Trade Tensions, Fiscal Uncertainty, and Bond Market Strain”

🔥 1. Trade War Rhetoric Resurfaces
Markets had started recovering on hopes of renewed trade talks, but Donald Trump reignited tensions by threatening the EU and Apple with st…
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Wednesday, May 28, 2025 by Christoph Schmid|Comment closed
within category TopDown View,Precious Metals,Rising Yields,Trade war EU/US,higher interest rates
🧭 Macroeconomic Impact on Gold & Precious Metals – June 2025

📈 Tailwinds for Gold


Rising Geopolitical and Trade Tensions


Renewed U.S.-EU trade war rhetoric, and tariff threats on Apple, signal a return of global uncertainty.


Historically, such tensions boost safe-haven demand, e…
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Thursday, May 22, 2025 by Christoph Schmid|Comment closed
within category Macroeconomie,Inflation,Recession,Europe,USA,Trade tension,Bund,Gold,Asia
Some considerations for the present market conditions and interrelated reasons, especially given the current backdrop of market volatility, elevated government debt, and shifting monetary-policy expectations
While U.S. equities have retraced to January levels, a closer look at other asset classes,…
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Monday, May 19, 2025 by Christoph Schmid|Comment closed
within category Macroeconomie,Inflation,Recession,Europe,USA,Unemployement
Background Context
Since early 2018, the U.S. economy has operated within a complex environment shaped by strong domestic fundamentals, aggressive fiscal stimulus, and ever more pronounced trade tensions. The Trump administration’s tariff policy introduced significant uncertainty into global trade…
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Monday, May 19, 2025 by Christoph Schmid|Comment closed
within category Energy,Oil,Resources,Inflation,Iran going online
Energy Markets: Oil
Background Context:
Since beginning 2020, global oil markets have been navigating a volatile environment shaped by geopolitical tensions, supply disruptions, and shifting demand expectations in the wake of the post-pandemic recovery. The balance between OPEC+ production policy…
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