In this episode, François Savary, CIO at GENVIL, discusses with Mark Williams the recent US economic data , focusing on the disappointing non-farm payroll numbers and their implications for the market. The conversation also explores interest rate cuts , the future of the US dollar , the long-term effects of tariffs on job creation, and the significant impact on the Swiss economy .

🔍 Key Takeaways :

US economy is creating fewer jobs than expected, signaling potential slowdowns.

Interest rates are likely to be cut in September , impacting markets.

The US dollar is expected to weaken further.

Tariffs are putting a long-term strain on job creation and have severe impacts on the Swiss economy .

Economic indicators and earnings reports will be crucial in guiding future market trends.

Oil prices are likely to continue their decline due to slowing economic activity.

📊 With August traditionally being a weak month for equity performance, market participants will be looking to upcoming data for clarity. Watch the full discussion for insights on how these trends could affect your investment strategy. 🚀

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