Market insights
Macroeconomics
Macroeconomics · 12 Oct 2026
Monthly house view | October 2026
Pictet Wealth Management’s latest positioning across asset classes and investment themes.
Macroeconomics · 12 Oct 2026
Weekly house view | Banks to test fabulous earnings momentum
The CIO’s view of the week ahead.
Macroeconomics · 05 Oct 2026
Barometer: Stocks to power on despite lofty valuations
While a spike in bond yields leaves stocks looking relatively expensive, the continued rise in corporate earnings should see equities add to their gains over the coming months.
Macroeconomics · 05 Oct 2026
Weekly house view | Toasted OATs
The CIO’s view of the week ahead.
Macroeconomics · 28 Sep 2026
Weekly house view | Markets are a-Mused
The CIO’s view of the week ahead.
Macroeconomics · 25 Sep 2026
Energy independence and access to commodities in the era of electrification
Energy independence and secure access to commodities have become central to economic policy in the 2020s, shaped by geopolitical uncertainty, market volatility and the global climate transition.
Macroeconomics · 23 Sep 2026
From monetary independence to fiscal dominance?
In previous “Horizon” publications, we have highlighted several structural trends shaping economies, including demographics, deglobalisation, decarbonisation, debt and digitalisation. Successive crises – such as the Covid pandemic, the war in Ukraine, the trade war and the recent Middle East conflict – have exacerbated these trends.
Macroeconomics · 23 Sep 2026
The great scramble for resources
Today’s increasingly fragmented world is driving a dash to secure resource sovereignty. Across the globe, governments are prioritising energy security and access to key commodities in the face of conflicts, trade barriers and climate change.
Macroeconomics · 21 Sep 2026
Weekly house view | Xi-Trump, round two
The CIO’s view of the week ahead.
Macroeconomics · 21 Sep 2026
Stablecoins versus the digital euro
The rapid evolution of digital finance has brought stablecoins and central bank digital currencies (CBDCs) to the forefront of global economic discussions. Stablecoins, which are digital assets designed to maintain a stable value, have experienced explosive growth. This is prompting new regulatory frameworks and raising important questions about their impact on financial stability, monetary policy and the international monetary system. At the same time, central banks are exploring digital currencies to preserve monetary sovereignty and adapt to changing payment landscapes.
Macroeconomics · 15 Sep 2026
The 2020s in historical perspective
Sir Niall Ferguson has spent his career explaining how economic history can help inform contemporary policy decisions. His latest theory, dubbed “Ferguson’s Law,” highlights how US fiscal profligacy threatens the durability of American power just as a second Cold War is emerging between the US and China.
Macroeconomics · 14 Sep 2026
Weekly house view | Bonds not Ha-PPI
The CIO’s view of the week ahead.
