Pictet Group
Latest Macroeconomics Insights
Weekly house view | Connecting the Dots
Bank of Japan, Japanese government bonds and yen
Weekly house view | Hawkish Fed Pause Expected
Treasury yields could drop back, but remain structurally higher
China’s economy could stabilise
Weekly house view | Detroit on strike ?
Positive on local-currency EM bonds
China: no systemic financial risk, but lower long-term growth
Monthly house view | September 2023
Weekly house view | Goldilocks again ?
US macro update
Weekly house view | Never surrender
Weekly house view | Italian bank taxes, yes and no
Becoming more upbeat about the euro periphery
Weekly house view | No one is infallible
What's wrong with China's post-covid recovery and how to deal with it?
Monthly house view | August 2023
US Q2 GDP: Goods news on growth and even better news on inflation
Is Japan finally at an inflection point?
Weekly house view | Delayed again
Weekly house view | The loser has won
Demographic transition on a global scale
Major economies face sluggish long-term growth
Auf der suche nach guidance
Alexander Stubb on how the west can shape a new world order for the 21st century
High-yield bonds: resilient for how long?
Weekly house view | The hot labour summer
Beyond abundance ?
(Slightly) higher for longer
The Swiss outperformer
Monthly house view | July 2023
Two-speed economies in the US and Europe
Weekly house view | Happy 4th of July
The end of globalisation?
Secular outlook 2023
Weekly house view | Powell geht Kompromiss
Japanische Aktien werden top, chinesische Aktien Flops sein
Weekly house view | Pause oder Zinsschritt?
A changed landscape
Monthly house view | June 2023
The ECB at 25: tried, tested and ready for whatever comes next
UK macro and bonds update
Weekly house view | Whatever it cakes
Weekly house view | Long live King Charles III
Monthly house view | May 2023
Weekly house view | Biden for 2024
Weekly house view | FAANGs' Moment
China Q1 GDP surprises on the upside
Weekly house view | Pentagon Leaks
US Macro Outlook | Banking on a mild recession
Weekly house view | Moment of truth
Monthly house view | April 2023
Weekly house view | Big is beautiful, small is smart
Weekly house view | USA: Rekordabfluss von Einlagen aus Banken
Weekly house view | Alles überall gleichzeitig
2023 Global Macro Outlook: scenario update
Weekly house view | Bank run
Monthly house view | March 2023
China: modest economic targets and prudent policy support
Weekly house view | Inflation: steiler anstieg, stockender rückgang
Weekly house view | Vorerst keine Landung
Weekly house view | Geopolitische Rezession
Weekly view - Krieg der Suchanbieter
Weekly view - A hazy picture
House View, February 2023
Weekly View - Debt Ceiling Reached
Our 2023 outlook for the euro area economy
Weekly View - A hawkish Christmas
Our 2023 outlook for the UK and for gilts
Weekly View - Super Thursday
Our 2023 forecast for Japan
Our 2023 outlook for Switzerland
Central banks’ hawkish downshift
Our 2023 asset class outlook
Europe faces a rare test of its energy resilience
Our 2023 forecast for the Chinese economy
Weekly View - Powell ready to slow
Do central banks’ losses matter?
Our 2023 forecast for the US economy
House View, December 2022
Our global macro outlook for 2023
Weekly View - Little room for small hikes
Weekly View - Happy Thanksgiving
Weekly View - No red wave
What Lula’s election means for Brazilian assets
House View, November 2022
Weekly View - Slower, higher…and longer
César Pérez Ruiz shares his top 3 investment themes of the month
Weekly View - Trick or treat!
China’s growth rebound and the future of its zero-covid policy
US midterm elections: a return to political gridlock?
Weekly View - The people’s leader
ECB preview: higher rates, tighter liquidity
The US tightens its grip on semiconductors
Rougher seas ahead
Weekly View - To pivot…or not?
House View, October 2022
Weekly View - Dodging the bullets
César Pérez Ruiz shares his top 3 investment themes of the month
UK: Mini budget, maxi risks
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