Pictet Group
Analyses et articles macroéconomiques
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
Baromètre: Ne pas surestimer l’impact du politique sur les marchés
Weekly house view | Down but not out
France: political uncertainty and fiscal risks
UK elections: “securonomics” vs. “bold action ”
Secular outlook 2024
Weekly house view | US presidency debate: first round
Weekly house view | Macron’s gamble
European real estate: from headwinds to tailwind
Weekly house view | Europe turns right
Spread widening in credit could raise cash’s appeal
Monthly house view | June 2024
A shift in the pace, not in the path
Baromètre: Maintien de la surpondération des actions alors que l’économie mondiale évite le ralentissement
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
Weekly house view | Europe makes its move
In conversation with Nader Mousavizadeh
Weekly house view | Delayed but not derailed
Monthly house view | May 2024
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
L’équation budgétaire se complique pour la France
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
Baromètre: Un marché plein d’entrain
Weekly house view | Payroll eclipse
Monthly house view | April 2024
Investir et gérer à long terme
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
Baromètre: Les actions devraient encore profiter de la croissance des bénéfices du secteur technologique
Monthly house view | March 2024
Weekly house view | Getting closer
Weekly house view | Making history
Weekly house view | Bumpy ride towards 2% inflation
Taking on more duration
Monthly house view | February 2024
Baromètre: une opportunité tactique se profile pour les actions
How do US elections impact monetary policy?
Weekly house view | S&P500
Weekly house view | More confidence needed
Waning central bank support for the Swiss franc
Perspectives 2024
Weekly house view | Enchanted economy
Baromètre: les marchés s’enflamment
Monthly house view | January 2024
Weekly house view | Welcome to 2024: The great election year
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
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
US economy: 2024 outlook
Swiss economy and government bonds: 2024 outlook
Corporate bonds: 2024 Outlook
Precious metals: 2024 outlook
Core government bonds: 2024 outlook
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