HeyJaredImmobilienmarkt und Makro Schweiz
Analysen zu Makro und Immobilienmärkten in der Schweiz: Indirekte Immobilienanlagen und Finanzierungsmärkte im Fokus. Trade Alerts und vieles mehr für Premium user
- Indexed issues, last 90 days
- 14
- Latest publication
- Sep 28, 2026
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- Checking…
- Earliest in this view
- Jul 20, 2026
Latest issues
Deeply negative real interest rates ahead of the turn in the rate cycle (opens the original)
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<img alt="" class="sizing-normal" height="1052" src="https://substackcdn.com/image/fetch/$s_!utld!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fa192c139-29be-470c-b6fa-098e661b4b45_2583x1867.p
SREM September 2026: Realzinsen unter -1% vor der Zinswende (opens the original)
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<img alt="" class="sizing-normal" height="819" src="https://substackcdn.com/image/fetch/$s_!1HzN!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F97dad351-dabf-4f7b-a588-fef78befb3e7_2604x1464.pn
SNB bereits “behind the curve”? (opens the original)
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<img alt="" class="sizing-normal" height="881" src="https://substackcdn.com/image/fetch/$s_!E0VT!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F15a97de8-0afd-4987-ae16-f41f997dfa69_1280x881.jpe
Überrascht unerwartete Zinswende Schweizer Immoanleger? (opens the original)
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Guten morgen,Das US FED hat gestern Abend die Zinsen seit 2023 erstmals wieder erhöht. Aufgrund der zunehmenden Risiken von Zinserhöhungen in der Schweiz finden sie unsere hochaktuelle Analyse mit Update der Daten per 16.9. 2026 einschliesslich Folienset (letzteres nur für Premium-Subscriber)In einem 18 min langen Video diskutiere ich die negative Inflationsüberaschung in der Schweiz vom August und die aktuelle Frankenschwäche; Wie wirkt Sie sich auf gelistete Schweizer Immobilienanlagen aus?Ich
Inflation report for August 2026 (opens the original)
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Better late than never! Both Zoltan and I have been on holidays, including when the inflation numbers were published in the beginning of September. Apologies for this delay!Here, delayed but hopefully valuable, are the updated figures for Swiss inflation.Most importantly: the August numbers showed a sharp increase, much sharper than what was expected (consensus was 0.5% vs. 0.8% actual). No Annual inflation is primarily driven by housing and energy:<a class="image-link image2 is-viewable-img" hr
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