Amadeus Weekly 2022 W13

Fabian Scheler

April 1, 2022

Once a week we summarize the most important market developments and macroeconomic events in a brief chartbook.

2 Minute Read

Mankind invented a system to cope with the fact that we are so intrinsically lousy at manipulating numbers. It's called the graph.

Switzerland continues to be an outlier as inflation rose to 2.4% today, precisely as the consensus expected and well below the 1.7% jump to 7.5% observed in the Eurozone.
The well-controlled inflation in the country, in combination with an already small PPP premium to the USD, was also the topic of a brief opinion piece we published this week.
Crude fell back to the psychologically important mark of $100 in another volatile week as the U.S. is considering the release of strategic reserves.
In the U.S., Defensives outperformed Cyclicals this week as energy stocks retraced amid falling oil prices.
Beyond that, Momentum and Growth stocks supported markets while exposure to Value and Dividend titles was sought-after less.