Pictet Group
Macroeconomics Insights
Weekly house view | Central Bank Divergence
Outlook 2025 ‒ Euro area
Outlook 2025 ‒ China
Outlook 2025 ‒ Switzerland
Outlook 2025 ‒ US
Weekly house view | Hawkish Fed cut
Weekly house view | A time of transition
French government collapses, what’s next?
In conversation with Richard Baldwin
Annual outlook for 2025
Monthly house view | Outlook 2025
Weekly house view | Barnier on the brink
In conversation with Carmen Reinhart
UK Autumn Budget: “Invest, invest, invest”
Weekly house view | The Trump put
Weekly house view | Trump’s hawkish team spoils the party
Weekly house view | America first won, let’s hope it’s not America alone
What does Trump’s victory mean for markets?
Trump wins US election, claims “powerful mandate”
Barometer: US stocks have more to give
Weekly house view | And the winner is…
The Ugly Truth
Weekly house view | Another surprising election result
Future-proofing the grid: an electrifying endeavour
An economy in transition
Weekly house view | SpaceX soft landing, US economy next?
We are more constructive on European government bonds
US election countdown
Conflicts, elections, corrections: navigating the noise in financial markets
Weekly house view | Neither green nor red
Weekly house view | Rates rethink
Monthly house view | October 2024
Barometer: Emerging markets' turn to shine
Weekly house view | Xi’s “whatever it takes” moment?
The great German stagnation
Emerging market local currency sovereign bonds - Update
Weekly house view | Rates recalibration
Fed: frontloading to secure a soft landing
Precious Metals: Gold
High yield credit: update
Weekly house view | Que sera, sera
Core sovereign bonds: update
Taking the pulse of Chinese household spending
Policy normalization or labour market rescue?
Weekly house view | Un-inverted
Switzerland: macro update
Monthly house view | September 2024
Barometer: Conditions favour Swiss and financial stocks
Euro area private consumption
Weekly house view | Waiting for the Fed
Weekly house view | All that glitters is not gold
Euro area wages
Gearing up for change
A ‘new normal’ for large economies
The economic costs of a shifting geopolitical landscape
Weekly house view | Ukraine strikes back
Weekly house view | Flash crash in Japan
Global Equities - Taking stock after the shock
How efficient is monetary policy transmission in the UK?
Monthly house view | August 2024
Macro update: growth scare vs. recession risks
Weekly house view | The Good, the Bad and the Ugly
Weekly house view | “R” for rotation
Weekly house view | Out of the race
The BOJ’s path to normalising monetary policy
What if US imposes a 60% tariff on Chinese imports?
Precious Metals: Gold
The impact of US elections on asset classes
2024 US Election | High-stake agendas
Weekly house view | US rate cut in sight
Switzerland Update
Monthly house view | July 2024
France: Q&A on the way forward
Weekly house view | Fragile France
Barometer: Scaling back IT but still positive on stocks
Weekly house view | Down but not out
UK elections: “securonomics” vs. “bold action ”
France: political uncertainty and fiscal risks
Secular outlook 2024
Weekly house view | US presidency debate: first round
Data centres: embracing the impact of AI
Weekly house view | Macron’s gamble
European real estate: from headwinds to tailwind
France: high-stakes election
Weekly house view | Europe turns right
Monthly house view | June 2024
Spread widening in credit could raise cash’s appeal
A shift in the pace, not in the path
Barometer: Staying overweight equities as world economy avoids slowdown
Biodiversity bonds: the new frontier in fixed income markets
No more excuses — central bankers need to get back ahead of the curve
Weekly house view | Back to T+1 (after a century!)
US rate cuts delayed, not derailed
Weekly house view | UK elections on 4 July
Euro area wages: the final check
Weekly house view | Roaring Kitty is back
Barometer: Stars align for European equities
The risk of staying risk-free
Weekly house view | Europe makes its move
Monthly house view | May 2024