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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, November 8, 2025 by Christoph Schmid|Comment closed
within category S&P 500,Fed,Interest rates,Dollar index,Market volatility,AI investment,Bond yields
🌐 Macroeconomics drives financial markets and shapes investor sentiment worldwide. This week, despite a positive seasonal trend and generally strong corporate earnings, global stock markets faced pressure. The main factor? A less dovish than expected Fed statement, combined with investments in art…
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Saturday, November 8, 2025 by Christoph Schmid|Comment closed
within category Bitcoin,Cryptocurrency,Volatility,Macro risk,Interest rates,Risk-on/off,Market sentiment
🌐 Bitcoin (BTC) remains the flagship cryptocurrency and a benchmark for the entire crypto market. This week, it has fallen below $100,000, dragging Ether (ETH), Solana (SOL), and other digital assets down with it. The volatility of cryptocurrencies highlights their high sensitivity to macroeconomi…
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Saturday, November 8, 2025 by Christoph Schmid|Comment closed
within category Oil,Brent,WTI,OPEC+,Supply surplus,Geopolitical risk,Energy demand
⚡Oil, a strategic energy resource, remains at the heart of the global economy, fueling industry, transportation, and electricity production. It directly influences energy costs and overall economic stability.
Currently, the oil market is trending downward, with Brent around $66.80 and WTI at $62.6…
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Saturday, November 8, 2025 by Christoph Schmid|Comment closed
within category Copper,Gold,Industrial demand,Safe haven,Macroeconomic risk,Interest rates,Geopolitical tension
⚒️ Metals play a strategic role in the global economy, both for industry and finance. Copper, essential for electronics and infrastructure, reflects overall economic health, while gold remains a preferred safe haven for investors amid financial and geopolitical uncertainties.
This week, three-mont…
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Thursday, November 6, 2025 by Christoph Schmid|Comment closed
within category AI,Artificial Intelligence,Automation,Taxation,Fiscal Policy,Productivity,Redistribution,Society,Social Structure,Hybrid Capitalism,Consumption,Fordism,2030–2035 Outlook,Future Prospects
Speed-Read 
For years, the idea of “taxing robots” fascinated or alarmed economists and policymakers. Today, with AI and extreme automation, this debate is resurfacing in a subtler form: the real question is no longer about punishing …
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Wednesday, November 5, 2025 by Christoph Schmid|Comment closed
within category Market trust,Volatility,Interest rates,Valuations,Geopolitics,Government policies,Industrial reshoring,Trade fragmentation,Green energy,Semiconductors,Infrastructure,Strategic resources,Diversification,Risk management
States take the lead: The end of full free trade?
The year 2025 ends on a paradox: financial markets seem more essential than ever, yet confidence appears fragile. Why? Because the economic, monetary, and geopolitical environment has fundamentally changed.
On the other hand, states, long relegate…
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Tuesday, November 4, 2025 by Christoph Schmid|Comment closed
within category Market Correction,GS,MS,UBS,Private Credit,FED,Tech Stocks,Systemic Risk,Central Bank Policy
🚀 Check and run!
Global markets took a sharp hit today after top financial leaders issued stark warnings about potential downturns. Goldman Sachs CEO David Solomon and Morgan Stanley CEO Ted Pick both signaled that equity markets could experience a 10–20% correction over the next 12–24 months, ci…
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Sunday, November 2, 2025 by Christoph Schmid|Comment closed
within category Energy,Utilities,Transportation,Mobility,Industry,Manufacturing,Construction,Real Estate,Agriculture,Food Systems,Technology,Digital Infrastructure,Financial Services,Insurance
Stalled growth, a strained planet: can Europe still afford the transition?




Speed-read:
As growth stalls and climate demands skyrocket, European finance must reinvent itself. Balancing profitability, impact, and social cohesion is no …
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Saturday, November 1, 2025 by Christoph Schmid|Comment closed
within category Federal Reserve,ECB,Interest rates,Bond yields,Macroeconomic indicators,US government shutdown,GDP growth,Market volatility
📊 Monetary policy under pressure: opportunities and caution in the markets
Monetary policy remains a key lever for influencing the global economy and financial markets. In the United States, the Federal Reserve (Fed), and in the eurozone, the European Central Bank (ECB), manage interest rates and…
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Saturday, November 1, 2025 by Christoph Schmid|Comment closed
within category Bitcoin,MicroStrategy,MSTR,Crypto exposure,Convertible debt,Cash flow risk,High volatility,ETF Bitcoin Spot,Digital assets,Speculative investment,USD-BTC asymmetry
💰 MicroStrategy: A risk but attractive bet
Bitcoin (BTC) is the first and most well-known cryptocurrency, built on decentralized blockchain technology. It is often viewed as a digital store of value, a speculative asset, and a tool for alternative diversification compared to fiat currencies and t…
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Saturday, November 1, 2025 by Christoph Schmid|Comment closed
within category Precious Metals,Copper,Gold,LME,Supply constraints,Mining production cuts,Energy transition,Gold demand,Central bank buying,Fed policy,Commodities diversification
⚙️ Metals: At the heart of the global economy
Metals, whether industrial (such as copper, aluminum, and nickel) or precious (such as gold and silver), play a fundamental role in the global economy. They are both indicators of economic health and safe-haven assets in times of uncertainty. Copper is…
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Saturday, November 1, 2025 by Christoph Schmid|Comment closed
within category Crude oil,Brent,WTI,OPEC+ meeting,Supply-demand balance,US-China trade deal,Russian oil exports,Energy market,Oil prices outlook,Geopolitical risks
🛢️ The commodity #1: Oil
Crude oil remains one of the world’s most strategic commodities, sitting at the heart of economic, energy, and geopolitical balances. Its price directly influences production costs, inflation levels, energy company profitability, and global growth.
The two main global be…
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Saturday, November 1, 2025 by Christoph Schmid|Comment closed
within category Intermediate-range missiles,INF Treaty,European security,Russia-Ukraine conflict,Arms race,Defense strategy,Geopolitical stability
A new era of missiles and fragile geopolitical balances or strategic planning for European security in volatile regions




Speed Read


The withdrawal from the Intermediate-Range Nuclear F…
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Friday, October 31, 2025 by Christoph Schmid|Comment closed
within category ESG,Resilience,Sovereignty,Geopolitics,Supply Chain Security,War Economy,Risk Management,Strategic planning
Welcome to the War Economy: Rethinking Business in a Tense World
Since 2022, the world will never be the same. Russia’s invasion of Ukraine and the consolidation of China’s power mark the end of three decades of relative post‑1989 stability. In his essay Welcome to the War Economy! David Baverez d…
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Thursday, October 30, 2025 by Christoph Schmid|Comment closed
within category SIG,Aseptic Packaging,Sustainability,Beverage & Liquid Food,Filling & Packaging Systems,Innovation & Technology
SIG Group AG is a Swiss-based global provider of packaging solutions for liquid food and beverages, with a focus on sustainable and aseptic carton packaging systems. Founded in 1853 and headquartered in Neuhausen am Rheinfall, Switzerland, SIG develops, manufactures, and supplies packaging material…
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Sunday, October 26, 2025 by Christoph Schmid|Comment closed
within category Europe-China dependence,Critical raw materials,Energy transition,Industrial sovereignty,Hydrogen energy,EV,Renewable energy,Strategic metals,Geopolitical risks China
Speed read
Explore Europe’s reliance on China for rare earths and critical materials. Learn how hydrogen, recycling, and innovation can reduce dependency and secure industrial sovereignty.





 Introduct…
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Saturday, October 25, 2025 by Christoph Schmid|Comment closed
within category Inflation,CPI,US Fed,Interest rates,Stock market,S&P 500,Government shutdown,US-China trade,Monetary stimulus,Market volatility
The current U.S. macroeconomic environment is characterized by two key factors: a partial federal government shutdown and the delayed release of the Consumer Price Index (CPI) for September. These elements influence investor confidence, Federal Reserve (Fed) monetary policy expectations, and conseq…
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Saturday, October 25, 2025 by Christoph Schmid|Comment closed
within category Oil,Brent,WTI,sanctions,Russia,Geopolitical risk,OPEC+,Supply disruption,Mnergy demand,Market volatility
Oil is one of the world’s most important energy commodities, playing a central role in the global economy. It is used for fuel production (gasoline, diesel, jet fuel), plastics, chemicals, and energy generation. Oil prices are influenced by global supply and demand, geopolitics, decisions by OPEC a…
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Saturday, October 25, 2025 by Christoph Schmid|Comment closed
within category Gold,Copper,Metals,Industrial demand,Safe haven,China stimulus,Price volatility,Global trade,Market speculation
Metals are a fundamental component of both financial markets and the real economy. They are primarily divided into precious metals, such as gold and silver, used as safe-haven assets and in jewelry, and industrial metals, such as copper, nickel, and aluminum, essential for manufacturing, infrastruc…
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Saturday, October 25, 2025 by Christoph Schmid|Comment closed
within category Bitcoin,BNB,Solana,Cryptocurrency,ETF,Institutional flows,Regulatory risk,Market volatility,Geopolitical impact,Digital assets
Cryptocurrencies are decentralized digital assets that use blockchain technology to secure transactions and create new monetary units. Bitcoin remains the benchmark cryptocurrency, followed by altcoins such as Ethereum, Solana, and BNB. These assets are increasingly adopted by both retail and insti…
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