PROPHI | Markets & Macro

Independent market intelligence from Switzerland. Macro, equities, rates, FX, Bitcoin. Facts first.

[PROPHI | Markets & Macro @PROPHI_CH]

Welcome to PROPHI.

We cover global markets through a Swiss lens:

• Macro and central banks
• Equities, rates and FX
• Bitcoin and digital assets

No hype. No certainty theatre. Just facts, market structure and clear analysis.

#Macro #Bitcoin

[PROPHI | Markets & Macro @PROPHI_CH]

🇪🇺 close: EURO STOXX 50 6,272.23 (+0.48%). Top: DG +2.92%, ARGX +2.76%. Flop: SU -4.51%, RHM -2.77%. #EuroStoxx50 #Europe

[PROPHI | Markets & Macro @PROPHI_CH]

🇨🇭 close: SMI 13,788.93 (+0.62%). Top: AMRZ +1.70%, HOLN +1.39%. Flop: ALC -0.75%, SDZ -0.34%. #SMI #Swiss #Equities

[PROPHI | Markets & Macro @PROPHI_CH]

Macro Snapshot: USD/CHF 0.8315 (+0.02%) | EUR/CHF 0.9355 (+0.30%) | EUR/USD 1.1259 (+0.31%) | Gold (1 oz) $4,158.33 (+0.45%) | Bitcoin $86,583.33 (+1.13%) | US 10Y 5.260% (-5.1bp). #FX #Gold #Bitcoin #Rates

[PROPHI | Markets & Macro @PROPHI_CH]

SEB CEO Johan Torgeby resigns for personal reasons. Nordic banks in focus. #SEB #Banks

[PROPHI | Markets & Macro @PROPHI_CH]

US trade deficit widens to $105.6B in Aug (est. $102.1B), on oil and capital goods. #Macro #USD

[PROPHI | Markets & Macro @PROPHI_CH]

Paramount $PSKY completes acquisition of Warner Bros. Discovery $WBD. Major media consolidation closes. #M&A #Media

[PROPHI | Markets & Macro @PROPHI_CH]

$UBER to buy ezCater for $2.3B in cash. Corporate catering M&A. #M&A #Tech

[PROPHI | Markets & Macro @PROPHI_CH]

Energy Transfer $ET to buy Vaquero Midstream in a $2.625B transaction. Midstream M&A. #M&A #Energy

[PROPHI | Markets & Macro @PROPHI_CH]

Emera to buy Canadian Utilities in a deal valued at ~C$14.3B. Large Canadian utility M&A. #M&A #Utilities

[PROPHI | Markets & Macro @PROPHI_CH]

Macro Snapshot: USD/CHF 0.8311 (-0.02%) | EUR/CHF 0.9348 (+0.23%) | EUR/USD 1.1247 (+0.20%) | Gold (1 oz) $4,151.75 (+0.29%) | Bitcoin $85,971.07 (-0.15%) | US 10Y 5.277% (-3.4bp). #FX #Gold #Bitcoin #Rates

[PROPHI | Markets & Macro @PROPHI_CH]

Le Pen aims to bring the French deficit below 3% in 2032 at the latest. #France #Bonds

[PROPHI | Markets & Macro @PROPHI_CH]

Ambani's Jio reportedly seeks about $114B valuation in its IPO. #Jio #IPO #India

[PROPHI | Markets & Macro @PROPHI_CH]

Germany Aug. factory orders -10.6% m/m vs -1.0% expected. #Germany #Macro

[PROPHI | Markets & Macro @PROPHI_CH]

Informa to buy Clarion from Blackstone for £2.24B enterprise value. #Informa #M&A

[PROPHI | Markets & Macro @PROPHI_CH]

BPCE acquires a stake of about 7% in Sabadell in a friendly deal. #Sabadell #Banks #M&A

[PROPHI | Markets & Macro @PROPHI_CH]

Recordati: CVC and GBL raise their offer to €53 per share. #Recordati #M&A

[PROPHI | Markets & Macro @PROPHI_CH]

$QQQ +1.05% to a record as AI optimism outweighs bond stress. US 10Y yields near 5.31% and rising services input prices leave growth valuations exposed to renewed rate pressure. #Equities #Rates

[PROPHI | Markets & Macro @PROPHI_CH]

Macro Snapshot: USD/CHF 0.8318 (+0.06%) | EUR/CHF 0.9328 (+0.02%) | EUR/USD 1.1216 (-0.07%) | Gold (1 oz) $4,122.61 (-0.42%) | Bitcoin $85,569.51 (-0.20%) | US 10Y 5.320% (+0.9bp). #FX #Gold #Bitcoin #Rates

[PROPHI | Markets & Macro @PROPHI_CH]

$STX reportedly battling Toshiba for TDK's hard-drive head unit. No terms reported yet. #M&A #Tech

[PROPHI | Markets & Macro @PROPHI_CH]

$GOOGL and Constellation $CEG reportedly near a billion-dollar deal for atomic power. No further details yet. #Nuclear #Energy