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Macroeconomics Insights
Weekly house view | Waiting for the Supreme Court
Weekly house view | Chickening out?
Monthly house view | October 2025
Weekly house view | Cockroaches in the market
The great digital decoupling
Weekly house view | Trump China tariff threat 2.0
US fiscal situation: hardly sustainable
Weekly house view | Japan heading for first female PM
Barometer: Moving overweight equities as economy remains resilient
Weekly house view | US government shutdown looms
Weekly house view | Don’t fight the fed
Monthly house view | September 2025
Weekly house view | Fed: time to cut
Horizon 2025 - Turning inward
Weekly house view | Ishiba out, Bayrou next?
Barometer: Emerging markets more attractive than expensive US
Weekly house view | Tariffs hiccup
Weekly house view | The Fed put is back on
Weekly house view | Waiting for Powell
Weekly house view | Trump, Putin finally meet
Barometer: Balancing the risks
Weekly house view | We have a deal
Weekly house view | We have a deal
Weekly house view | Defiant in the defeat
Embracing endowment-style investing
Weekly house view | To taco or not to taco?
Monthly house view | July 2025
Weekly house view | You’ve got mail
Barometer: Equities enter slightly calmer waters
Weekly house view | Peace in the Middle East, war at the Fed
Secular Outlook 2025: Five-year return forecasts for equities, bonds, currencies and alternatives
Barometer: Cautious on equities as US flip-flops on tariffs
Tilting away from the US
BRICS+, US isolationism and the implications for the dollar
The rise of BRICS+ and what it means for emerging market stocks
The rise of BRICS+ and what it means for emerging market stocks
A new world order
Barometer: Equities set for further falls as tariffs bite
Liberation Day sell-off: Trump tariff blitz raises recession risk
Barometer: Emerging market assets offer refuge from Trump tariffs
Caroline Reyl: reflecting on 20 years managing Pictet’s Premium Brands strategy
Emerging market economies are more resilient than investors realise
Barometer: Buying into Europe's Renaissance
Malaysia: back on the emerging market equities map
China isn’t turning Japanese
Barometer: US a bright spot as risks to rally multiply
Emerging market companies narrowing the sustainability gap
European direct lending in 2025: looking beyond the crowds
The 5 lessons investors should learn from 2024
Barometer: Sticking with stocks
French government collapses, what’s next?
Annual outlook for 2025
Oil market in 2025
UK Autumn Budget: “Invest, invest, invest”
What does Trump’s victory mean for markets?
Trump wins US election, claims “powerful mandate”
Barometer: US stocks have more to give
The Ugly Truth
Future-proofing the grid: an electrifying endeavour
An economy in transition
We are more constructive on European government bonds
US election countdown
Conflicts, elections, corrections: navigating the noise in financial markets
Barometer: Emerging markets' turn to shine
The great German stagnation
Emerging market local currency sovereign bonds - Update
Fed: frontloading to secure a soft landing
Precious Metals: Gold
High yield credit: update
Core sovereign bonds: update
Policy normalization or labour market rescue?
Taking the pulse of Chinese household spending
Switzerland: macro update
Barometer: Conditions favour Swiss and financial stocks
Euro area private consumption
Euro area wages
Gearing up for change
A ‘new normal’ for large economies
The economic costs of a shifting geopolitical landscape
Global Equities - Taking stock after the shock
How efficient is monetary policy transmission in the UK?
Macro update: growth scare vs. recession risks
What if US imposes a 60% tariff on Chinese imports?
The BOJ’s path to normalising monetary policy
Precious Metals: Gold
The impact of US elections on asset classes
2024 US Election | High-stake agendas
Switzerland Update
France: Q&A on the way forward
Weekly house view | Fragile France
Barometer: Scaling back IT but still positive on stocks
Weekly house view | Down but not out
UK elections: “securonomics” vs. “bold action ”
France: political uncertainty and fiscal risks
Secular outlook 2024
Weekly house view | US presidency debate: first round
Data centres: embracing the impact of AI
Weekly house view | Macron’s gamble
European real estate: from headwinds to tailwind
Weekly house view | Europe turns right