Pictet Group
Einblicke in die Makroökonomie
Weekly House View | China kämpft mit harten Bandagen
Weekly house view | Warten auf Trumps Kurswechsel
Weekly house view | Zoll-Zickzack
Monthly House View | April 2025
Liberation Day sell-off: Trump tariff blitz raises recession risk
Weekly House View | Handelskrieg
Barometer: Schwellenländeranlagen bieten Zuflucht vor Trumps Zöllen
Weekly house view | “Liberation day” steht vor der tür
Schwellenländer widerstandsfähiger als gedacht
Caroline Reyl: reflecting on 20 years managing Pictet’s Premium Brands strategy
Weekly house view | Liberation Day – Tag der Befreiung
Weekly House View | Stagflationsangst
Weekly House View | Merz’ “Whatever it takes”-Moment
Monthly house view | March 2025
Barometer: Anlagechance: Die Renaissance Europas
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
Barometer: USA sind ein Lichtblick – Erholung immer mehr in Gefahr
Weekly house view | Trade war
Switzerland: opportunities on the road to zero
Weekly house view | Tariffs delayed, not denied
European direct lending in 2025: looking beyond the crowds
Weekly house view | Musk Tok
5 Lehren, die Investoren aus dem Jahr 2024 ziehen sollten
Weekly house view | Hot Jobs
Outlook 2025 ‒ Switzerland
Outlook 2025 ‒ China
Outlook 2025 ‒ Euro area
Outlook 2025 ‒ US
Barometer: Aktien treu bleiben
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?
Monthly house view | Outlook 2025
Jahresausblick 2025
Weekly house view | Barnier on the brink
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
Was bedeutet Trumps Sieg für die Märkte?
Trump wins US election, claims “powerful mandate”
Barometer: US-Aktien haben noch viel in petto
Weekly house view | And the winner is…
The Ugly Truth
Weekly house view | Another surprising election result
Wirtschaft im Wandel
Zukunftssicheres Stromnetz wirkt elektrifizierend
Weekly house view | SpaceX soft landing, US economy next?
We are more constructive on European government bonds
US election countdown
Konflikte, Wahlen, Korrekturen: bei kurzfristigen Turbulenzen an den Finanzmärkten auf Kurs bleiben
Weekly house view | Neither green nor red
Monthly house view | October 2024
Weekly house view | Rates rethink
Barometer: Schwellenländer glänzen wieder
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
Barometer: Umfeld günstig für Schweizer Aktien und Finanztitel
Euro area private consumption
Weekly house view | Waiting for the Fed
Weekly house view | All that glitters is not gold
Euro area wages
The economic costs of a shifting geopolitical landscape
Gearing up for change
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 | “R” for rotation
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
2024 US Election | High-stake agendas
The impact of US elections on asset classes
Weekly house view | US rate cut in sight
Switzerland Update
Monthly house view | July 2024
France: Q&A on the way forward