MARKET INSIGHT — January 2023
Positive signs on inflation should not be ignored.
Overall, the trends noted throughout 2022 continued in December, with volatility, doubts and uncertainty again dominating.
Positive signs on inflation should not be ignored.
Overall, the trends noted throughout 2022 continued in December, with volatility, doubts and uncertainty again dominating.
Global economic turmoil and the challenge of optimal resource allocation.
Main goal of economy unchanged
Investors still can’t look beyond the short term.
October was no different from the rest of 2022 for financial markets, with erratic movements in interest rates and on the main stock exchanges.
Currency volatility further complicates the situation.
The return from the summer break has in no way meant a return to tranquility for investors (to say the least!). This has mainly been because of renewed weakness on the bond markets and geopolitical uncertainties that show no signs of diminishing.
Solar segment growth has picked up since 2019/20 and should clearly accelerate, and not only in Europe, because of the Energy crisis due to the Russian Gas crisis.
Feeling the effects of another shift in investor psychology.
We have grown accustomed to swift and substantial changes in investor sentiment over the past nine months, both on the economic front and with respect to financial markets.
(Bloomberg) — Sentiment toward China’s frayed financial markets looks to be on its last legs with rebounds that don’t last, inflows that don’t stick and vows of more action from Beijing that keep falling flat.
Visit to the new Nant de Drance turbine pumping plant with one of the engineers in charge of the site and a production and risk planning manager from the Alpiq Group, the facility’s main shareholder. This is the second most powerful turbine pumping station in Switzerland (900 MW, the capacity of a large nuclear plant), located between the two Emosson dams.