Pictet Group
Macroeconomics Insights
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
Future-proofing the grid: an electrifying endeavour
Weekly house view | Another surprising election result
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
Monthly house view | October 2024
Weekly house view | Rates rethink
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
Policy normalization or labour market rescue?
Taking the pulse of Chinese household spending
Weekly house view | Un-inverted
Switzerland: macro update
Barometer: Conditions favour Swiss and financial stocks
Monthly house view | September 2024
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
What if US imposes a 60% tariff on Chinese imports?
The BOJ’s path to normalising monetary policy
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
A shift in the pace, not in the path
Monthly house view | June 2024
Spread widening in credit could raise cash’s appeal
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
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