Select website
Americas
Asia Pacific
Europe
Middle East
Pictet Group
©2025, Pictet Group
Latest Macroeconomics Insights
Weekly house view | Waiting for the Supreme Court
Weekly house view | Chickening out?
Monthly house view | October 2025
Weekly house view | Cockroaches in the market
The great digital decoupling
Weekly house view | Trump China tariff threat 2.0
US fiscal situation: hardly sustainable
Weekly house view | Japan heading for first female PM
Weekly house view | US government shutdown looms
Weekly house view | Don’t fight the fed
Monthly house view | September 2025
Weekly house view | Fed: time to cut
Horizon 2025 - Turning inward
Weekly house view | Ishiba out, Bayrou next?
Weekly house view | Tariffs hiccup
Weekly house view | The Fed put is back on
Weekly house view | Waiting for Powell
Weekly house view | Trump, Putin finally meet
Weekly house view | We have a deal
Weekly house view | We have a deal
Weekly house view | Defiant in the defeat
Embracing endowment-style investing
Weekly house view | To taco or not to taco?
Monthly house view | July 2025
Weekly house view | You’ve got mail
Weekly house view | Peace in the Middle East, war at the Fed
Weekly house view | US hits Iran’s nuclear facilities
Weekly house view | War in the Middle East
Monthly house view | June 2025
Weekly house view | Trump-Musk break-up
Weekly house view | Tariffs’ trial
Weekly house view | Mr. Bond hits back
Weekly house view | US loses its AAA status
Weekly house view | Fumata bianca
Monthly house view | May 2025
Weekly house view | Farewell Warren
Weekly house view | China plays hardball
Weekly house view | Waiting for Trump to pivot
Weekly house view | Tariff zig zag
Monthly house view | April 2025
Weekly house view | Trade war
Weekly house view | “Liberation day” has arrived
Weekly house view | “Liberation Day”
Weekly house view | Stagflation fears
Weekly house view | Merz’s “whatever it takes” moment
Monthly house view | March 2025
Weekly house view | From green to gold cards
Weekly house view | German relief
Weekly house view | Devil in the detail
Weekly house view | China hits back
Weekly house view | Trade war
Switzerland: opportunities on the road to zero
Weekly house view | Tariffs delayed, not denied
Weekly house view | Musk Tok
Weekly house view | Hot Jobs
Outlook 2025 ‒ Switzerland
Outlook 2025 ‒ US
Outlook 2025 ‒ Euro area
Outlook 2025 ‒ China
Weekly house view | Central Bank Divergence
Weekly house view | Hawkish Fed cut
Weekly house view | A time of transition
French government collapses, what’s next?
In conversation with Richard Baldwin
Monthly house view | Outlook 2025
Weekly house view | Barnier on the brink
Oil market in 2025
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
Trump wins US election, claims “powerful mandate”
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
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
Monthly house view | September 2024
Euro area private consumption