Pictet Group
Analyses et articles macroéconomiques
Weekly house view | Les Etats-Unis perdent leur «triple A»
A new world order
Weekly house view | Fumée blanche
Monthly house view | May 2025
Barometer: Equities set for further falls as tariffs bite
Weekly house view | Adieu Warren
Weekly house view | La Chine ne cède rien
Weekly house view | En attendant une inflexion de Trump
Weekly house view | Volte-face sur les droits de douane
Monthly house view | Avril 2025
Liberation Day sell-off: Trump tariff blitz raises recession risk
Weekly house view | Guerre commerciale
Barometer: Emerging market assets offer refuge from Trump tariffs
Weekly house view | Le «jour de la libération» est arrivé
Caroline Reyl: reflecting on 20 years managing Pictet’s Premium Brands strategy
Weekly house view | «Le jour de la libération»
Weekly house view | Craintes de stagflation
Les économies émergentes sont plus résilientes que ne le pensent les investisseurs
Weekly house view | Le moment «quoiqu’il en coûte» de Merz
Monthly house view | March 2025
Barometer: Buying into Europe's Renaissance
Weekly house view | From green to gold cards
Weekly house view | German relief
China isn’t turning Japanese
Weekly house view | Devil in the detail
Weekly house view | China hits back
Baromètre: Les États-Unis continuent d'attirer les investisseurs malgré les risques
Weekly house view | Trade war
Switzerland: opportunities on the road to zero
Les entreprises des marchés émergents réduisent leur écart en matière de durabilité
Weekly house view | Tariffs delayed, not denied
European direct lending in 2025: looking beyond the crowds
Weekly house view | Musk Tok
Les 5 leçons à retenir de 2024 pour les investisseurs
Weekly house view | Hot Jobs
Baromètre: Fidèles aux actions
Weekly house view | Central Bank Divergence
Weekly house view | Hawkish Fed cut
Weekly house view | A time of transition
Chute du gouvernement français. Et maintenant?
Monthly house view | Outlook 2025
Perspectives annuelles pour 2025
Weekly house view | Barnier on the brink
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”
Baromètre: les actions américaines ont davantage à offrir
Weekly house view | And the winner is…
The Ugly Truth
Weekly house view | Another surprising election result
Une économie en transition
Réseaux électriques: une modernisation positive
Weekly house view | SpaceX soft landing, US economy next?
We are more constructive on European government bonds
US election countdown
Conflits, élections, corrections de marché: «naviguer» à travers le bruit des marchés financiers
Weekly house view | Neither green nor red
Monthly house view | October 2024
Weekly house view | Rates rethink
Baromètre: Au tour des marchés émergents de briller
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
Baromètre: Des conditions favorables pour les actions suisses et financières
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
The economic costs of a shifting geopolitical landscape
A ‘new normal’ for large economies
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?
Macro update: growth scare vs. recession risks
Weekly house view | The Good, the Bad and the Ugly
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: FAQ post élections