Pictet Group
Macroeconomics Insights
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
Weekly house view | Europe turns right
France: high-stakes election
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
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
Barometer: Stars align for European equities
The risk of staying risk-free
In conversation with Nader Mousavizadeh
Barometer: A spring in the market's step
The Bank of Japan’s quiet revolution
Barometer: Tech's profit growth should continue to propel stocks
Weekly house view | Making history
Weekly house view | Bumpy ride towards 2% inflation
Monthly house view | February 2024
Barometer: A tactical opportunity emerges in equities
How do US elections impact monetary policy?
Weekly house view | S&P500
Waning central bank support for the Swiss franc
Perspectives 2024
Weekly house view | Enchanted economy
Weekly house view | Markets wait for earnings guidance
Monthly house view | January 2024
Weekly house view | Welcome to 2024: The great election year
Barometer: Markets getting carried away
UK economy and bonds: 2024 outlook
Italian and Spanish sovereign bonds : 2024 outlook
Developed-market equities: 2024 outlook
Weekly house view | Rates higher for longer... but not forever
The Fed pivots, its peers hold back
Equity volatility: 2024 outlook
Emerging-market currencies: 2024 outlook
Oil market: 2024 outlook
Weekly house view | Shake it off
Swiss franc: 2024 outlook
China: 2024 outlook
Euro area: 2024 outlook
Japan and Japanese bonds: 2024 outlook
Monthly house view | December 2023
Weekly house view | Titans pass
Weekly house view | Election surprises
Biases and sensation seeking: Scott Nations on the mental aspect of investing
Biden-Xi meeting eases superpower tensions, but competition remains
Weekly house view | The Pandas are back
Chris Miller – Friend shoring and the semiconductor industry
Weekly house view | Retail sales for direction
In the balance: Gillian Tett on geopolitics and globalisation
Weekly house view | Powell's soft pivot
Monthly house view | November 2023
Uncertainties feed into higher Treasury yields
Weekly house view | Happy Halloween
Weekly house view | Unsustainable fiscal path
Weekly house view | Fed done despite inflation running hot
Higher oil hurts
Weekly house view | Israel under attack
Monthly house view | October 2023
Weekly house view | Victory for Europe
Weekly house view | Connecting the Dots
Bank of Japan, Japanese government bonds and yen
Weekly house view | Hawkish Fed Pause Expected
Treasury yields could drop back, but remain structurally higher
Weekly house view | Detroit on strike ?
China’s economy could stabilise
Positive on local-currency EM bonds
China: no systemic financial risk, but lower long-term growth
Weekly house view | Goldilocks again ?
Monthly house view | September 2023
US macro update
Weekly house view | Waiting for Jay
Weekly house view | Italian bank taxes, yes and no
Becoming more upbeat about the euro periphery
Weekly house view | No one is infallible
What's wrong with China's post-covid recovery and how to deal with it?
US Q2 GDP: Goods news on growth and even better news on inflation
Monthly house view | August 2023
Is Japan finally at an inflection point?
Weekly house view | Delayed again
Weekly house view | The loser has won