Demand for Swiss Watch Could Rebound But War Poses a Threat -- Market Talk

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Demand for Swiss Watch Could Rebound But War Poses a Threat -- Market Talk

Dow Jones03-19 17:36

0935 GMT - Demand for Swiss watches remains on track for a gradual recovery for now, but war in the Persian Gulf could pose a threat, analysts at Bernstein say in a note. The sector has been struggling with weak demand as well as trade conflicts with the implementation of tariffs in the key U.S. market. "The other key risk to watch out for is the development in the Middle East, which was a rare spot of growth in 2025 for the sector," the brokerage says. The consequences in the short term might be limited if the conflict can be quickly resolved, the analysts say. However, indirect impacts including reduced travel, higher oil prices, inflation, and weaker consumer confidence from a drawn-out conflict could threaten early signs of recovery. (andrea.figueras@wsj.com)

(END) Dow Jones Newswires

March 19, 2026 05:36 ET (09:36 GMT)

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