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BKW and DKSH, whose core markets lie outside the US, are likely to feel only limited direct impact from the US tariffs on Swiss imports.
Switzerland was caught off guard by the announcement of painfully high import tariffs into the United States. The impact of the new trade regime on Swiss companies remains to be seen. However, business models that are less affected by US tariff policy are likely to have an advantage in this market environment.
Shares in Belimo, Sandoz and Swissquote are currently trading at record highs. This may increases the risk of setbacks.
Accelleron and ABB have both reported strong financial results for the latest reporting period. The short-term reverse convertible on the two stocks offers attractive yield opportunities.
The financial results announced by Barry Callebaut, Partners Group and Richemont prompted mixed reactions on stock markets.
The planned US tariffs on Brazilian goods are likely to push up the price of many popular food items.
Starting next week, the earnings of US stock market heavyweights are expected to set the tone on Wall Street. Communications and technology companies are once again expected to deliver strong results.
Global stock markets have experienced a volatile six months. Nevertheless, the SMI closes the first half-year on a positive note.
The importance of women's elite sport is growing worldwide. This is reflected in fans' excitement for the Women's European Football Championship, which starts in Basel on 2 July. An increasing number of sponsors are recognising this potential and expanding their partnerships with female athletes.
Advances in artificial intelligence are driving demand for high-performance data centres. Suppliers such as ABB, Schneider Electric and Siemens could benefit from this trend.
8.46% p.a. ZKB Autocallable Barrier Reverse Convertible, 17.09.2025 on worst of MBG GY/P911 GY/BMW G... 132914193 / CH1329141936 |
ZKB Barrier Reverse Convertible auf HelloFresh SE 140250986 / CH1402509868 |
5.00% p.a. ZKB Callable Barrier Reverse Convertible, 10.12.2025 on worst of NESN SE/EMMN SE/BARN SE ... 132913974 / CH1329139740 |
ZKB Barrier Reverse Convertible on worst of Roche Holding AG/UBS Group AG/Komax Holding AG 142529392 / CH1425293920 |
6% p.a. ZKB Callable Barrier Reverse Convertible, 14.04.2026 on worst of BARN SE/ROG SE/GALE SE/KNIN... 134140826 / CH1341408263 |