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100 Tage Trump – DJE-plusNews Mai 2025 mit Mario Künzel
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100 Tage Trump – Zeit für die erste Bilanz: Das Rating der USA wird gesenkt, die Langfrist-Zinsen steigen unerwartet stark. Fakt ist: Es gibt keine Gegenfinanzierung für die Steuererleichterungen und andere Wahlversprechen, die Donald Trump in Aussicht gestellt hat.
Die zentrale Frage lautet daher nun: Sind Aktien noch attraktiv? Oder werden Anleihen mittelfristig punkten? Und: Braucht es überhaupt noch die USA? Wie sieht es...
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UBS deploys AI analyst clones
The UBS logo in the background at the Annual General Meeting in Lucerne on April 10, 2025.
Keystone / Urs Flueeler
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Activist takes on Swatch maverick as Omega empire falters
Nick Hayek in March 2025.
Keystone / Peter Klaunzer
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Risiken nicht eingepreist: Marktausblick mit Stefan Breintner und Markus Koch 05/2025
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Im Marktausblick vom Mai schauen Stefan Breintner, Fondsmanager bei DJE, Markus Koch, Börsenexperte und Wall-Street-Korrespondent, auf die Märkte: Während die USA allmählich an Dynamik verliert, werden andere Regionen wie Europa und Asien zunehmend interessanter. Die anhaltende Dollar-Schwäche könnte diese Märkte weiter stärken.
Fundamental betrachtet zeichnet sich jedoch ein schwierigeres Umfeld ab: Gespräche mit Unternehmen...
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Despite Trump’s bold claims, medicine prices in Europe won’t rise anytime soon
The US president’s “most-favored nation” executive order signed on Monday intends to change this by tying US drug prices to those paid by other developed countries.
Copyright 2025 The Associated Press. All Rights Reserved.
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St Moritz most expensive Swiss address for luxury homes
Luxury real estate: St. Moritz is the most expensive municipality in Switzerland
Keystone-SDA
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Swiss economic growth accelerated in Q1 2025
Economic growth accelerates in Switzerland in early 2025
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US companies step up growth in Switzerland
Surge in foreign investment in Switzerland last year
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Pharma tariff threat tests Roche US investment ambitions
Roche is considering its options in the US
Keystone / Dominik Pluess
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Bonuses cuts of ex- Credit Suisse bosses ruled unlawful
Bonuses of former Credit Suisse managers may not be reduced
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US says Switzerland at ‘front of queue’ for trade deal
Tariffs: Washington puts Switzerland "at the front of the queue" of countries
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Trump’s promise to lower drug prices rattles Swiss pharma stocks
Roche and Novartis lost up to 3% in Zurich on Monday morning.
Keystone / Georgios Kefalas
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Swiss chemical firm Clariant sued by Dow over price fixing
Ethylene: Clariant sued by Dow Europe
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Chinese biotechs eye Swiss collaboration as relations with US sour
China has made major inroads in the biotech sector. They are now the largest developers of major classes of drugs such as antibody drug conjugates.
Keystone-SDA
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Federal coffers to get CHF100 million boost from Swiss Post
The dividend will be paid out of available earnings for the 2024 financial year, which amounted to CHF324 million on an operating income of around CHF7.6 billion.
Keystone-SDA
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Trade Deal with the US Fails to Buoy Sterling Ahead of the Bank of England Rate Cut
Overview: A couple days away from the US-China talks, the two are sitting disputing who sought out the talks. Given the egos, the risk is that the talks are downgraded if not canceled. Expectations ought to be low in any event. On the other hand, the first US trade agreement is expected to be announced …
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Risk of a real-estate bubble in Switzerland grew in first quarter
The UBS Swiss Real Estate Bubble Index has risen to 0.29 points, compared with 0.25 points previously, indicating that the risk of a property bubble is considered "moderate", said UBS.
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French authorities order Nestlé to remove its filtration system
In early 2024, the Nestlé group publicly acknowledged that it had used banned treatments (ultraviolet and activated carbon) in the past, then replaced them with a "0.2 micron cartridge" microfiltration system.
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Swiss Golden Visa scheme faces opposition
Passports for sale? Golden visa schemes are residency for the rich.
Keystone / Christian Beutler
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US and China to launch formal trade talks
The Trump administration’s trade war against China has triggered concerns about global supply chains.
Chinatopix
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