After the German federal election, the focus is now shifting on forming a stable government. The number of possible coalitions is limited, which is one reason why the revival of an CDU/CSU-SPD alliance is gaining attention. The German stock market is rising on the election result.
The Swiss blue-chip index had a successful start to the year. The good performance is also due to the defensive heavyweights Nestlé, Novartis and Roche.
Stock markets have responded positively to the Swiss food giant's earnings. But the maker of Nescafé, Maggi and Cailler is still a long way from its former heights.
UBS and Julius Baer reported their earnings for 2024 this week. Both banks are looking back on a successful year, however, their share prices fell sharply.
The outlook for the global semiconductor industry is promising, not least because of the expected increase in chip demand for AI applications. Swiss suppliers could also benefit.
Chinese start-up DeepSeek is challenging the dominance of US tech giants with its latest AI model. As a result, Nvidia's shares have suffered a historic setback.
The classic trainers with the three stripes are popular. Adidas' latest quarterly earnings seem to confirm this.
The major US banks are looking back on a successful 2024.
UBS shares are currently as expensive as they were in May 2008. However, the ongoing debate about the appropriate capitalisation of the banking giant remains a source of uncertainty.
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