Macroeconomics

Macroeconomics Insights

Macroeconomics · 10 Jun 2025
Weekly house view | Trump-Musk break-up
Macroeconomics · 02 Jun 2025
Barometer: Cautious on equities as US flip-flops on tariffs
Macroeconomics · 02 Jun 2025
Weekly house view | Tariffs’ trial
Macroeconomics · 22 May 2025
Tilting away from the US
Macroeconomics · 22 May 2025
BRICS+, US isolationism and the implications for the dollar
Macroeconomics · 22 May 2025
The rise of BRICS+ and what it means for emerging market stocks
Macroeconomics · 22 May 2025
The rise of BRICS+ and what it means for emerging market stocks
Macroeconomics · 14 May 2025
A new world order
Macroeconomics · 08 May 2025
Barometer: Equities set for further falls as tariffs bite
Macroeconomics · 08 Apr 2025
Liberation Day sell-off: Trump tariff blitz raises recession risk
Macroeconomics · 03 Apr 2025
Barometer: Emerging market assets offer refuge from Trump tariffs
Macroeconomics · 26 Mar 2025
Caroline Reyl: reflecting on 20 years managing Pictet’s Premium Brands strategy
Macroeconomics · 13 Mar 2025
Emerging market economies are more resilient than investors realise
Macroeconomics · 13 Mar 2025
Emerging market economies are more resilient than investors realise
Macroeconomics · 04 Mar 2025
Barometer: Buying into Europe's Renaissance
Macroeconomics · 20 Feb 2025
Malaysia: back on the emerging market equities map
Macroeconomics · 19 Feb 2025
China isn’t turning Japanese
Macroeconomics · 06 Feb 2025
Barometer: US a bright spot as risks to rally multiply
Macroeconomics · 29 Jan 2025
Emerging market companies narrowing the sustainability gap
Macroeconomics · 24 Jan 2025
European direct lending in 2025: looking beyond the crowds
Macroeconomics · 14 Jan 2025
The 5 lessons investors should learn from 2024
Macroeconomics · 08 Jan 2025
Barometer: Sticking with stocks
Macroeconomics · 05 Dec 2024
French government collapses, what’s next?
Macroeconomics · 03 Dec 2024
Annual outlook for 2025
Macroeconomics · 26 Nov 2024
UK Autumn Budget: “Invest, invest, invest”
Macroeconomics · 07 Nov 2024
What does Trump’s victory mean for markets?
Macroeconomics · 06 Nov 2024
Trump wins US election, claims “powerful mandate”
Macroeconomics · 05 Nov 2024
Barometer: US stocks have more to give
Macroeconomics · 01 Nov 2024
The Ugly Truth
Macroeconomics · 28 Oct 2024
Future-proofing the grid: an electrifying endeavour
Macroeconomics · 24 Oct 2024
An economy in transition
Macroeconomics · 18 Oct 2024
We are more constructive on European government bonds
Macroeconomics · 18 Oct 2024
US election countdown
Macroeconomics · 17 Oct 2024
Conflicts, elections, corrections: navigating the noise in financial markets
Macroeconomics · 04 Oct 2024
Barometer: Emerging markets' turn to shine
Macroeconomics · 26 Sep 2024
The great German stagnation
Macroeconomics · 26 Sep 2024
Emerging market local currency sovereign bonds - Update
Macroeconomics · 19 Sep 2024
Fed: frontloading to secure a soft landing
Macroeconomics · 17 Sep 2024
Precious Metals: Gold
Macroeconomics · 16 Sep 2024
High yield credit: update
Macroeconomics · 13 Sep 2024
Core sovereign bonds: update
Macroeconomics · 11 Sep 2024
Policy normalization or labour market rescue?
Macroeconomics · 11 Sep 2024
Taking the pulse of Chinese household spending
Macroeconomics · 06 Sep 2024
Switzerland: macro update
Macroeconomics · 06 Sep 2024
Barometer: Conditions favour Swiss and financial stocks
Macroeconomics · 04 Sep 2024
Euro area private consumption
Macroeconomics · 22 Aug 2024
Euro area wages
Macroeconomics · 19 Aug 2024
Gearing up for change
Macroeconomics · 19 Aug 2024
A ‘new normal’ for large economies
Macroeconomics · 19 Aug 2024
The economic costs of a shifting geopolitical landscape
Macroeconomics · 08 Aug 2024
Global Equities - Taking stock after the shock
Macroeconomics · 08 Aug 2024
How efficient is monetary policy transmission in the UK?
Macroeconomics · 05 Aug 2024
Macro update: growth scare vs. recession risks
Macroeconomics · 18 Jul 2024
What if US imposes a 60% tariff on Chinese imports?
Macroeconomics · 18 Jul 2024
The BOJ’s path to normalising monetary policy
Macroeconomics · 17 Jul 2024
Precious Metals: Gold
Macroeconomics · 15 Jul 2024
The impact of US elections on asset classes
Macroeconomics · 15 Jul 2024
2024 US Election | High-stake agendas
Macroeconomics · 10 Jul 2024
Switzerland Update
Macroeconomics · 09 Jul 2024
France: Q&A on the way forward
Macroeconomics · 08 Jul 2024
Weekly house view | Fragile France
Macroeconomics · 02 Jul 2024
Barometer: Scaling back IT but still positive on stocks
Macroeconomics · 01 Jul 2024
Weekly house view | Down but not out
Macroeconomics · 01 Jul 2024
UK elections: “securonomics” vs. “bold action ”
Macroeconomics · 01 Jul 2024
France: political uncertainty and fiscal risks
Macroeconomics · 25 Jun 2024
Secular outlook 2024
Macroeconomics · 24 Jun 2024
Weekly house view | US presidency debate: first round
Macroeconomics · 19 Jun 2024
Data centres: embracing the impact of AI
Macroeconomics · 17 Jun 2024
Weekly house view | Macron’s gamble
Macroeconomics · 11 Jun 2024
European real estate: from headwinds to tailwind
Macroeconomics · 10 Jun 2024
Weekly house view | Europe turns right
Macroeconomics · 10 Jun 2024
France: high-stakes election
Macroeconomics · 05 Jun 2024
Monthly house view | June 2024
Macroeconomics · 05 Jun 2024
A shift in the pace, not in the path
Macroeconomics · 05 Jun 2024
Spread widening in credit could raise cash’s appeal
Macroeconomics · 04 Jun 2024
Barometer: Staying overweight equities as world economy avoids slowdown
Macroeconomics · 04 Jun 2024
Biodiversity bonds: the new frontier in fixed income markets
Macroeconomics · 03 Jun 2024
No more excuses — central bankers need to get back ahead of the curve
Macroeconomics · 03 Jun 2024
Weekly house view | Back to T+1 (after a century!)
Macroeconomics · 29 May 2024
US rate cuts delayed, not derailed
Macroeconomics · 27 May 2024
Weekly house view | UK elections on 4 July
Macroeconomics · 23 May 2024
Euro area wages: the final check
Macroeconomics · 17 May 2024
Barometer: Stars align for European equities
Macroeconomics · 17 May 2024
The risk of staying risk-free
Macroeconomics · 06 May 2024
In conversation with Nader Mousavizadeh
Macroeconomics · 04 Apr 2024
Barometer: A spring in the market's step
Macroeconomics · 21 Mar 2024
The Bank of Japan’s quiet revolution
Macroeconomics · 07 Mar 2024
Barometer: Tech's profit growth should continue to propel stocks
Macroeconomics · 27 Feb 2024
Weekly house view | Making history
Macroeconomics · 20 Feb 2024
Weekly house view | Bumpy ride towards 2% inflation
Macroeconomics · 14 Feb 2024
Monthly house view | February 2024
Macroeconomics · 12 Feb 2024
Barometer: A tactical opportunity emerges in equities
Macroeconomics · 12 Feb 2024
Weekly house view | S&P500
Macroeconomics · 12 Feb 2024
How do US elections impact monetary policy?
Macroeconomics · 31 Jan 2024
Perspectives 2024
Macroeconomics · 31 Jan 2024
Waning central bank support for the Swiss franc
Macroeconomics · 29 Jan 2024
Weekly house view | Enchanted economy
Macroeconomics · 22 Jan 2024
Weekly house view | Markets wait for earnings guidance
Macroeconomics · 09 Jan 2024
Monthly house view | January 2024
Macroeconomics · 08 Jan 2024
Weekly house view | Welcome to 2024: The great election year
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