Pictet Group
Macroeconomics Insights
Monthly house view | December 2023
Weekly house view | Titans pass
US economy: 2024 outlook
Swiss economy and government bonds: 2024 outlook
Corporate bonds: 2024 Outlook
Precious metals: 2024 outlook
Core government bonds: 2024 outlook
Weekly house view | Election surprises
Biases and sensation seeking: Scott Nations on the mental aspect of investing
Biden-Xi meeting eases superpower tensions, but competition remains
Weekly house view | The Pandas are back
Chris Miller – Friend shoring and the semiconductor industry
Weekly house view | Retail sales for direction
In the balance: Gillian Tett on geopolitics and globalisation
Monthly house view | November 2023
Weekly house view | Powell's soft pivot
Uncertainties feed into higher Treasury yields
Weekly house view | Happy Halloween
Weekly house view | Unsustainable fiscal path
Weekly house view | Fed done despite inflation running hot
Weekly house view | Israel under attack
Higher oil hurts
Monthly house view | October 2023
China: big shoes to fill
Weekly house view | Victory for Europe
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 | Waiting for Jay
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
Major economies face sluggish long-term growth
Demographic transition on a global scale
Weekly house view | Seeking guidance
Alexander Stubb on how the west can shape a new world order for the 21st century
Italy’s Belt and Road conundrum
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?
Weekly house view | Coup, what coup?
Secular outlook 2023
Weekly house view | Powell compromises
Asia to stay on top as supply chains diversify
Weekly house view | Fed in Focus
A changed landscape
Weekly house view | Refocusing on fundamentals
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 | Discretionary recession
Weekly house view | Debt ceiling: the clock is ticking
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 | US banks bleed deposits
Have endowments found a place to hide?
Weekly house view | Everything everywhere all at once
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: up like a rocket, down like a feather
Weekly house view | No landing for now
Weekly house view | Geopolitical recession
Weekly house view | Search wars
César Pérez Ruiz shares his top 3 investment themes
Weekly view - Central banks back in focus
Chinks of light for M&A
Weekly View - Debt Ceiling Reached
Weekly View - Trust but verify