Category: Data Insights
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🇺🇸 Microsoft – Moving Companies to the Cloud – from Enterprise Agreements (EA) to Cloud Solution Provider (CSP) – as seen at 🇨🇭 SoftwareOne
The distinction between enterprise agreements (EAs) and being a cloud service provider involves two different aspects of software distribution and service delivery: $ Enterprise Agreements (EAs) Cloud Service Provider (CSP) Why Microsoft is Prioritizing Cloud Over Enterprise Agreements In summary, Microsoft’s shift towards prioritizing cloud services is driven by market demand, the benefits of a…
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📈Super Inflation of 🇨🇭 Swiss Housing Cost – 🇨🇭 Swiss housing costs know only one direction
Swiss housing costs know only one direction (data: Federal Office for Statistics). There was actually an unauthorised demonstration in Winterthur (Canton of Zurich) on Saturday about this (organised by AlternativeListe). Interestingly, the police press release did not state the reason and media just reported there was an unauthorised demonstration and many people were sanctioned. Politics…
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💿Analyzing Silver Performance: Currency Dynamics and Safe Haven Assets
The journey of silver as an investment has been notably volatile since 2021. The performance of the ZKB Silver ETF (CHF, ISIN: CH0183136024) reveals a year-on-year return exceeding 33%. For investors who acquired this asset in November 2020, the returns have reached 15%. However, when viewed in USD terms, silver has experienced an impressive year-on-year…
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🔑Analysis of UBS Fee Income Structure – Fee Income Structure Offers a Robust and Stable Foundation
In examining the financial results of UBS, a notable trend emerges in the composition of its fee income, particularly in the areas of portfolio management and investment fund fees. The revenues generated from portfolio management—often characterized as custody fees or account maintenance fees based on assets under management—constitute a stable 45% of UBS’s total fee…
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🚩The Impact of Outliers and Data Integrity on Data Analysis in Financial Markets
🚩As financial data scientists, we recognize that data integrity is paramount in conducting accurate analyses, particularly in financial markets where outliers and misreported data can significantly distort our findings. The issues arising from improper data handling are particularly evident when an exchange fails to validate reported figures, leading to a mix of percentage prices and…
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🎥Arrest of Pavel Durov, the Founder of Telegram, has had a significant impact on the app’s popularity – it surged!
☑️🎥 The recent arrest of Pavel Durov, the founder of Telegram, has had a significant impact on the app’s popularity, leading to a surge in downloads across various countries. This event has sparked widespread interest and concern for Durov and his platform. ☑️🇺🇸 In the United States, reports indicate that Telegram has risen impressively from…
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Capital and Liquidity Metrics at Credit Suisse Switzerland (CH) and Credit Suisse International (INTL), based on the most recent UBS Pillar 3 report
I did a quick comparative analysis of the capital and liquidity metrics at Credit Suisse Switzerland (CH) and Credit Suisse International (INTL), based on the most recent UBS Pillar 3 report:Overall, the differing risk-weighted asset (RWA) reductions highlight strategic differences between the Swiss and International operations of Credit Suisse. The INTL segment is dealing with…
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🇨🇭 UBS: Strong Leveraged, Debt and Equity Capital Markets, especially in the 🇺🇸 US
Impressive results at UBS Investment Bank. Global banking capital markets doing great, driven by cash equities in the US. Derivatives also doing great. Now, imagine what Q3 will look like with the increased volatility, bumper days for turnover beginning of August. New abbreviations I learned from this report: ➡️LCM (Leveraged Capital Markets): This segment focuses…
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ASA Temp Worker Demand, High Container Shipping Freight Index, High S&P 500 Profit Margins – Optimism in Valuations
Was browsing an Apollo chief economist slide deck in which the following three slides stuck out to me (!). I added the lines and circles to that graphs below to highlight my concerns. 1️⃣ Temp Worker Demand Sinking: A Temp Worker ASA Index that is rolling over generally suggests declining demand for labor and can…