IFBC Market Report 2024: Assessments on the development of the economy, interest rates and the economic situation
The economy is weakening and the battle against inflation has not yet been won – but there are still opportunities
In terms of inflation and interest rates, the current situation in Switzerland could be described as “on the way back to normality”. However, the international environment is still characterized by major uncertainties. Interest rates should have peaked in the past year. The major central banks have paused interest rates and there are increasing signs that the first cuts in key interest rates are on the horizon as of mid-2024 and thus the transition to a less restrictive monetary policy. Whether the US in particular will manage a soft landing and Germany will return to growth remains highly questionable, however.
Careful financial management with regard to M&A, valuations and financing is a significant competitive advantage. This report summarizes developments in the market. In order to jointly identify increased risks and potential opportunities, we rely on a personal and open dialog.
(The document is available in German only.)