Pictet Group
Macroeconomics Insights
Understand the complex interplay between macroeconomic factors and financial markets. Stay up to date with the latest macroeconomic insights. Our insights train an expert lens on the intricate workings of the global economy.
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
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
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
In conversation with Nader Mousavizadeh
Weekly house view | Delayed but not derailed
Weekly house view | M&A pick up
Global Mobility and Switzerland: A Wealth Planning Perspective
UK: paving the way for BoE easing
The taxman cometh
The fiscal equation gets tougher for France
Direct private investments: unlocking potential in Europe
The case for private debt in a widening funding gap
Weekly house view | The pivot from the pivot
Are the good times over for the Yale endowment model?
Iranian attack builds momentum for conflict expansion
Weekly house view | Ironclad at work
Later and Fewer
Gold rush
Weekly house view | Payroll eclipse
Monthly house view | April 2024
Barometer: A spring in the market's step
Investing and managing with a long view
Private assets – the opportunity to uncover gems in an uncertain world
Weekly house view | Points to ponder for the Fed
Weekly house view | The fed wants to cut
Has the easing cycle started?
The Bank of Japan’s quiet revolution
Weekly house view | RIP NIRP
Weekly house view | Increased confidence
Barometer: Tech's profit growth should continue to propel stocks
Monthly house view | March 2024
Weekly house view | Getting closer
Weekly house view | Making history
Barometer: A tactical opportunity emerges in equities
Barometer: Markets getting carried away
Swiss economy and government bonds: 2024 outlook
Precious metals: 2024 outlook
Core government bonds: 2024 outlook
China: big shoes to fill
Bank of Japan, Japanese government bonds and yen
Asia to stay on top as supply chains diversify
Weekly house view | Discretionary recession
Weekly house view | Debt ceiling: test
Weekly house view | Long live King Charles III
Europe faces a rare test of its energy resilience
Our 2023 forecast for the Chinese economy
Weekly house view | Bumpy ride towards 2% inflation
Monthly house view | February 2024
Taking on more duration
Weekly house view | S&P500
How do US elections impact monetary policy?
Weekly house view | More confidence needed
Perspectives 2024
Waning central bank support for the Swiss franc
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
UK economy and bonds: 2024 outlook
Developed-market equities: 2024 outlook
Italian and Spanish sovereign bonds : 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
Weekly house view | Shake it off
Oil market: 2024 outlook