How could Trump tariffs impact Swiss investors?

Broader tariffs can lift US inflation, push yields up, and move the dollar. Swiss investors may see FX-driven swings in US holdings and revenue effects for exporters. Consider CHF hedging on US equity exposure and review portfolio earnings sensitivity to US consumer demand and potential retaliation risk.

What does Iran strike risk mean for markets today?

Potential strikes raise odds of an oil bounce and higher inflation expectations. That can weigh on rate‑sensitive stocks and support defense and energy. Expect higher volatility around headlines. Keep position sizes modest, define stops, and reassess after clarity on duration and scope of any action.

Which ^GSPC levels matter near term?

Bollinger bands near 6,795 and 7,016 frame the range. The index trades around its 50‑day average at 6,896, with the 200‑day at 6,530 as deeper support. A close above 7,016 suggests momentum, while a break under 6,795 warns of pressure if policy news disappoints.

Should Swiss investors hedge USD exposure now?

If you expect tariff‑driven inflation and a stronger USD, unhedged exposure may help. If you expect volatility with a softer dollar, CHF‑hedged ETFs can reduce swings. Align hedge ratios with your time horizon, cash needs, and risk tolerance rather than reacting only to a single headline.

Law and Government

^GSPC Today, February 25: Trump SOTU Tariff Pivot, Iran Strike Risk

ByDanny Kontos February 25, 2026February 25, 2026

Trump State of the Union markt sits front and center for Swiss investors today as trade and security signals could sway risk assets. Reports point to a Supreme Court rebuke of earlier tariffs and a push for new 15% duties, while potential US strikes on Iran add event risk. With US stocks today near highs, we should watch import-sensitive sectors, exporters, defense, energy, and inflation expectations. For Switzerland, currency moves versus CHF and hedged US exposure matter most if policy headlines shift yields and the dollar.