Samy Chaar, PhD

Chief Economist & CIO Switzerland I Capital Partner at Bank @LombardOdier I #Macro When facts meet faith, facts don't stand a chance (Draghi 2014)

[Samy Chaar, PhD @SamyChaar]

@TheIdeaFarm @MorganStanley Why don't you add US as a share of global profits to the chart?

Isn't this what markets reward after all, profits, not GDP or population.

Here, more consistent with MXUS's current market cap.

@TheIdeaFarm @MorganStanley @juliaonjobs

[Samy Chaar, PhD @SamyChaar]

It’s a turbulent start to 2026.

Discover why we stay invested through turmoil in our new video.

Realpolitik, turbulence and opportunity https://t.co/oulwBpl3ol via @YouTube

[Samy Chaar, PhD @SamyChaar]

Some takes on the marginal improvements out of Europe in the past few quarters.

Europe Early Edition - 08-Dec-25 https://t.co/HthDfLB8AA via @YouTube

[BFM Business @bfmbusiness]

La publication trimestriels de Nvidia 📝

"Mais si ces grandes sociétés tech arrivent à maintenir une croissance des profits dans les trimestres et les années à venir, les prix vont continuer à suivre."

💬 @SamyChaar

🎙️ @Ebracq

[Samy Chaar, PhD @SamyChaar]

As we enter the final quarter, markets remain resilient but economic challenges demand vigilance.

Explore the themes shaping our portfolio positioning in our new video.

Rate cuts and rising risks: staying invested in Q4 https://t.co/9ztylOg8kP via @YouTube

[fipeco @ecallefipeco]

Qui détient la dette française ? Anatomie d’un risque géopolitique https://t.co/Uyet1BkPbC

[Samy Chaar, PhD @SamyChaar]

Trade deals have brought some relief, but the bulk of the tariff burden is still ahead of us.

Discover how we invest at a time of profound transition.

Tariffs and tailwinds: how to invest in H2 2025 https://t.co/PtPRQFxk86 via @YouTube

[Samy Chaar, PhD @SamyChaar]

Until recently US exceptionalism drove markets – what’s next?

Discover our investment strategy in this new video.

Investing as US slowdown, European awakening, reshuffle the outlook. https://t.co/ehXDjGByM2 via @YouTube

[Samy Chaar, PhD @SamyChaar]

Taking into account tariff revenues, the current bill worsens the annual deficit from 6% of GDP to more than 7% from 2026 onwards, with limited macro payoffs.

Policy choices leading to a lower multiplier tax benefits and maintaining upward pressure on funding costs.

[Lombard Odier @lombardodier]

Will the #Trump bill boost the #US economy? After a narrow House vote, the Senate is reviewing a plan that raises the deficit and funds tax cuts for high earners by cutting #Medicaid and food stamps.

We expect limited impact and maintain a low US GDP growth forecast: https://t.co/sZCe12qBQt

[Lombard Odier @lombardodier]

Will the #Trump bill boost the #US economy? After a narrow House vote, the Senate is reviewing a plan that raises the deficit and funds tax cuts for high earners by cutting #Medicaid and food stamps.

We expect limited impact and maintain a low US GDP growth forecast: https://t.co/sZCe12qBQt

[Lombard Odier @lombardodier]

With the #US economy slowing down and the #EU's set to grow, what’s next for markets? Chief Economist @SamyChaar explores short-term risks, long-term opportunities, and why smart positioning matters now more than ever: https://t.co/LrAt1I5H6L

[Samy Chaar, PhD @SamyChaar]

Here is our new investment strategy video update.

We still see further gains ahead for stock markets, but portfolio exposures need to meet the constraints of short-term uncertainties.

Steering portfolios through a new world (dis)order https://t.co/Rm2Bu9OSON via @YouTube

[Lombard Odier @lombardodier]

#Tariffs could slow the #US economy and boost inflation—but by how much? With #trade policy shifting fast, we explore the economic impact of rising import duties ahead of the US’s April 2 report: https://t.co/LGtHGXdy2Z

[Lombard Odier @lombardodier]

#Germany’s unleashing a historic shift: easing its ‘debt brake’ for a €500B boost to defence & infrastructure. It’s a counter to #Trump’s ‘America First.’ #Europe’s on board with a defence plan. What’s next for its global role?

More here: https://t.co/aAyN9oTA1J

[Lombard Odier @lombardodier]

Do #Germany’s elections signal economic recovery? A stable government could shape #Europe’s largest economy's – here's our take on the results and investment outlook: https://t.co/84mpswIwNL

[Lombard Odier @lombardodier]

How will #Switzerland, #Europe's most US-export-dependent economy, navigate #Trump's tariff threats? With the #US surpassing Germany as its top export market, the stakes are high.

We break it down: https://t.co/Cy7trmSRtW

[Samy Chaar, PhD @SamyChaar]

How are we positioning portfolios as the Trump administration’s policies are being implemented?

Discover our investment strategy in detail in this new video.

https://t.co/5X54zVDYiC via @YouTube

[Lombard Odier @lombardodier]

What are the economic implications of #Trump’s early policies? Announcements are in line with campaign pledges but lack detail. Moderate tariffs and stricter immigration may offset each other, keeping #US #inflation neutral.

Read more here: https://t.co/KHI6fBWaWF

[Samy Chaar, PhD @SamyChaar]

How should investors position portfolios for 2025?

Here is our new clip.

2025 will be a high octane diet for portfolios https://t.co/vEeA3DgDBo via @YouTube

[Samy Chaar, PhD @SamyChaar]

Divided parliament is unusual in the case of France but not unusual for markets.

There are some major differences to previous debt stress episodes: spread widening is not triggering a rise in French yields. In the case of France, yields are falling, despite spreads rising.