Zoltan Szelyes, CFA, CAIA @macroreal
Economist and independent advisor on indirect investments in Swiss and global real estate and mortgages. macrorealestate.com/?lang=en Switzerland, Zurich Joined March 2010-
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The Swiss listed RE stocks bubble has been deflating after a 38% YoY performance reaching in June. Now also the smaller name have been dragged down by the big two. This and much more is discussed in our Swiss Real Estate Monthly immoschweiz.substack.com/p/swiss-real-e…
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Zoltan Szelyes, CFA, CAIA retweeted
It’s only a headline so far, but it’s happening. How long will data still reflect reality, now that key independent statisticians are being replaced by cronies? Central bank independence is also coming under pressure. But even that won’t be enough for an increasingly autocratic…
Check out the latest article in my newsletter: July issue: Mid-Year Setback linkedin.com/pulse/july-iss… via @LinkedIn
USD Weakness vs CHF compared to Trump's 1st term and the 1970ies.
Zoltan Szelyes, CFA, CAIA retweeted
- Updated study plan: New courses in empirical labor economics, globalization and trade policy, economic research and AI, macroeconomic policy, programming (Python), sustainable finance, and reinforcement learning
Check out the latest article in my newsletter: Swiss Real Estate Monthly April 2025 linkedin.com/pulse/swiss-re… via @LinkedIn
Zoltan Szelyes, CFA, CAIA retweeted
It’s now clear that the @realDonaldTrump Administration computed reciprocal tariffs without using tariff data. This is to economics what creationism is to biology, astrology is to astronomy, or RFK thought is to vaccine science. The Trump tariff policy makes little sense EVEN if…
Real Estate prices expressed in terms of gold. Switzerland vs US.
Swiss Real Estate Monthly März 25 open.substack.com/pub/immoschwei…
Meine Einschätzung in 15 Sekunden Schweiz anstelle UBS hätte Credit Suisse übernehmen müssen! #creditsuiss... youtube.com/shorts/c5oQ9PR… via @YouTube
Haben jetz auch einen Youtube Kanal! Quo Vadis Schweizer Immobilien: Geburtenrückgang und hohe Agios; Dennoc... youtu.be/aml4UhC2Z9s?si… via @YouTube
Riksbank cuts interest rates to 2.25% open.substack.com/pub/macroreali…
Wir haben unsere Newsletter nun auf Substack migriert. Kostenfreie und premium Service Abos Erinnerungen an den SNB-Stabilisierungsfonds open.substack.com/pub/immoschwei…
Ende des bilateralen Weg? Ein Schwarzer Schwan Event für Schweizer Volkswirtschaft und Immobilienmarkt? Siehe dazu unsere Einschätzung, die wir an einer Veranstaltung der ZIA German Property Federation in Zürich gehalten haben Die Einschätzung haben wir aus der Nutzenfunktion…
It's the bilaterale, stupid! Kausalität oder Korrelation? Mit der Inkraftsetzung der bilateralen Verträge haben die Renditen auf Schweizer Immobilienmarkt erst zum Höhenflug angesetzt. Die Rahmenverträge dürften gemäss meiner aktueller Einschätzung wohl schwierig haben,…
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