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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, 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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Saturday, October 25, 2025 by Christoph Schmid|Comment closed
within category United Rentals,URI,Equipment rental,Construction demand,Capex,Depreciation; Margin compression,EPS miss
United Rentals, Inc. (URI) is the largest equipment rental company in North America, serving a wide range of industries including construction, industrial, energy, and specialty markets. With a vast fleet of equipment and over 1,600 rental locations, the company provides both short- and long-term r…
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Friday, October 24, 2025 by Christoph Schmid|Comment closed
within category Semiconductor shortage,Chip crisis,Technological sovereignty,US-China tech war,TSMC Taiwan,CHIPS Act,European Chips Act,Industrial relocation,Geopolitics of tech,Semiconductor industry,Silicon economy
Behind the global chip shortage lies a battle for technological power.
 
✍️ Editorial Introduction
For years now, the digital world has been running in slow motion. Behind delivery delays, rising prices, and stalled innovation lies a deeper truth: technology is no longer neutral. The semiconduct…
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Friday, October 24, 2025 by Christoph Schmid|Comment closed
within category Global economy,Economic slowdown,Financial markets,Geopolitics,Sanctions,Rosneft,Lukoil,Oil market,Energy sector,Social protests,Market volatility,Structural reforms,Russia,United States,China,India
The world seems to be entering a period of interconnected turbulence: economic slowdown, geopolitical tensions, and popular protests are converging to reveal the fragility of a globalized system and the challenges facing democracies and societies in transition. This week, several events perfectly i…
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Thursday, October 23, 2025 by Christoph Schmid|Comment closed
within category Bull Market,Gold Rally,Private Credit,U.S.–China Trade,Inflation,Dollar Weakness,Central Bank Reserves
✍️ Editorial
Markets love a good narrative, and right now, it’s the return of the bull. U.S. equities are charging higher, gold is gleaming, and confidence has returned after two years of economic fatigue. Inflation is proving sticky but manageable, and investors are rediscovering their risk appe…
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Tuesday, October 21, 2025 by Christoph Schmid|Comment closed
within category Justice DOJ,Economy GDP,AI bubble,Fed,Immigration,Medicaid,Canc,Free Speech & Expression,Foreign Policy,Ukraine,Credibility,Alliances
⚡ Speed Read
Nine months into his return to the White House, Donald Trump governs like an elected monarch. A ceasefire in the Middle East, but open war at home: justice, health, the economy, immigration, free speech, and diplomacy are…
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Monday, October 20, 2025 by Christoph Schmid|Comment closed
within category Start-ups & R&D,Renewable & Nuclear Energy,Aerospace & Strategic Defense,Sovereign Funds & Asset Management
France educates and informs its citizens yet often deprives them of real participation, creating a tension between a highly aware society and a rigid, top-down political system. This vertical style of governance, combined with a fixation on historical leadership and an enduring difficulty in foster…
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Monday, October 20, 2025 by Christoph Schmid|Comment closed
within category Kering,LVMH,L'Oreal,,Luxury items,Luxury companies,French Luxury
Explore the ownership structures, founding families’ influence, and key investors behind the three French giants shaping fashion, leather goods, and cosmetics worldwide.
 
Introduction
France is home to some of the world’s leading companies in luxury and consumer goods, with a major internationa…
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Monday, October 20, 2025 by Christoph Schmid|Comment closed
within category Gaza Peace Plan 2025,Hamas disarmament,Palestinian statehood,Saudi Arabia,UAE,Qatar,Gaza reconstruction,Humanitarian crisis Gaza,International stabilization force,Israel-Palestine conflict,Middle East diplomacy
Executive Summary – Gaza Peace Plan 2025 (Speed Read)
The 2025 Gaza peace plan, spearheaded by the U.S. and Israel, aims to end the Gaza conflict and stabilize the region. The active engagement of Gulf powers, Saudi Arabia, UAE, and Q…
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Saturday, October 18, 2025 by Christoph Schmid|Comment closed
within category Market volatility,US regional banks,Interest rates,Equity opportunities,Credit risk,Fed policy,Macroeconomic trends,Portfolio strategy,US Banks,Private Credit
The macro sector encompasses the broad dynamics that influence financial markets on a large scale, including equities, bonds, currencies, and commodities. It is closely linked to monetary policy, economic cycles, banking credit, and geopolitical events. Understanding this sector allows investors to…
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Saturday, October 18, 2025 by Christoph Schmid|Comment closed
within category Regional banks,Auto credit,First Brands bankruptcy,Consumer credit stress,Financial stability,Private credit,U.S. economy,Zion,Fifth Third,UBS,First Brands,Silicon Valley Bank,First Republic,Shadow banking system,Consumer credit
🚗 The next fault line is corrosive 💥




Speed read: A new wave of strain is emerging in the U.S. financial system; this time through the auto-credit market and regional banks. Rising repossessions, opaque private-credit exposures, and corporate bankru…
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Saturday, October 18, 2025 by Christoph Schmid|Comment closed
within category Bitcoin,Ethereum,Solana,DeFi,blockchain,crypto market,ETF flows,leverage liquidation,digital assets,portfolio diversification
The crypto-assets sector includes decentralized digital currencies (Bitcoin, Ethereum, Solana, etc.), tokens linked to decentralized platforms, and derivative products and ETFs backed by these assets. This market is heavily influenced by macroeconomic dynamics, financial regulation, investor sentim…
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Saturday, October 18, 2025 by Christoph Schmid|Comment closed
within category Gold,Silver,Copper,Precious metals,Industrial metals,LME,London Metal Exchange,Supply-demand,Inflation hedge,Geopolitical risk,Energy transition,Infrastructure investment
The metals sector covers the extraction, production, and trading of precious metals (gold, silver, platinum) and industrial metals (copper, aluminum, nickel, etc.). It is highly influenced by geopolitical tensions, global monetary policy, economic cycles, and industrial demand, particularly for gre…
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Saturday, October 18, 2025 by Christoph Schmid|Comment closed
within category Crude oil,Brent,WTI,Oil prices,Geopolitics,Supply and demand,OPEC,EIA,Energy sector,Market volatility,US inventories,European energy
The energy sector covers exploration, production, refining, and distribution of oil, natural gas, and other energy sources. It is highly sensitive to geopolitical events, global supply-demand dynamics, and environmental policies, making it volatile but rich in opportunities for strategic investors.…
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Saturday, October 18, 2025 by Christoph Schmid|Comment closed
within category Nestlé,Food industry,Restructuring,Cost optimization,Volume growth,Premium brands,Global consumer goods,Operational efficiency,Emerging markets,Margins expansion
Nestlé is the world leader in the food and beverage industry, with a presence in beverages, dairy products, infant nutrition, medical nutrition, and culinary products, featuring iconic brands such as Nescafé, KitKat, and Perrier. The group stands out for its geographic and sectoral diversification,…
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Saturday, October 18, 2025 by Christoph Schmid|Comment closed
within category LVMH,Luxury,Fashion,Sephora,Perfumes,Cosmetics,China demand,Premium consumption,Brand portfolio,Revenue growth,Margin resilience
LVMH Moët Hennessy Louis Vuitton is the world leader in luxury, encompassing iconic brands in fashion, leather goods, perfumes, cosmetics, wines and spirits, as well as selective retail through Sephora. The group stands out for its sectoral and geographic diversification, its capacity for innovatio…
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Thursday, October 16, 2025 by Christoph Schmid|Comment closed
within category U.S. economy 2025,Fed rate cuts,Inflation outlook,Market monitor,Gold performance,AI productivity,Equity markets,High-pressure economy,Investment strategy,Macroeconomic trends
🧭 &🌪️: Full steam ahead - Why the U.S. economy is running hog and what it means for investors for 2026+
Positioning for a Hot U.S. Economy and a Shifting Global Order

🔥 Q4 2025 — U.S. Economic Pressure Cooker
The U.S. economy is running full steam: strong growth, sticky inflation, and Fed …
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