Back
Ch. du Vernay 14a
CH-Vaud
1196 Gland
CH-Vaud
1196 Gland
info@neumarz.com
+41.21.561.34.96
Next Post
2025 Reuters Pharma Europe
Related Posts
Marchés juin 2026 : l'IA défie le choc pétrolier d'Ormuz
Les marchés ignorent un choc pétrolier majeur et s'envolent sur l'IA : neutralité active sur les actions, surpondération des métaux et du crédit Investment Grade en euro, prises de profits sur la technologie.
Read More
May 2026 M&A: Algeria Opens, the US Pivots, Switzerland Bridges
May 2026 reframes cross-border M&A around three corridors: Algeria opens, the US pivots, Switzerland bridges. A mid-market playbook for analysts and decision-makers.
Read More
Energy shock, rate repricing, and a European playbook for 2026
April's BNP Paribas Wealth Management note reads like a reminder that markets still misprice energy shocks by treating them as ordinary cycles. When oil and gas prices surge, financial conditions tighten, sentiment cracks, and central banks face an awkward choice: respond forcefully to an inflation print driven by supply constraints, or risk letting expectations drift. The report argues the market has leaned too far into the "three ECB hikes" storyline, while the price action at the end of March already shows the damage a single month of energy stress can do. For executives and investors, the useful frame is practical rather than prophetic. Energy becomes a strategic input with a persistent geopolitical risk premium. Rates become less predictable, even if they ultimately rise less than the futures curve implies. The edge goes to firms that convert volatility into operating discipline: tight working capital, contractual pricing power, energy optionality, and financing structures that survive surprise.
Read More