Pictet Group
Latest Macroeconomics Insights
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
Weekly View - Interest rate blues
Weekly View – Goodbye and Thank You, Roger
Central bank pivots delayed, but still coming
Weekly View – End of an era
House View, September 2022
Weekly View – Perestroika leader dies
Weekly View - Keeping at it
Weekly View - Jackson Hole Time
Weekly View, 08 August 2022
Weekly View - To pivot or not to pivot
From inflation to growth concerns: A view of Asian markets
Weekly View - Back to zero
US macro update: Housing market sees a sharp reversal of fortune
Weekly View – Draghi tries to quit
June jobs report enables Fed to stay aggressive
Weekly View – Deal is off
Weekly View - 25 years on
Stoic Switzerland
Recession looks inevitable, but not imminent
Weekly View - Energy Alert
Insights from Nobel laureate and best-selling author, economist Joseph Stiglitz
Weekly View - “Hurricane coming”
Revising down our forecast for Chinese growth
US - A hike around mount recession
Euro periphery bond update
Fed looks vaguely into the future
House View, May 2022
Bumpy road ahead for US Treasuries
Latest job report sets stage for 50bp Fed rate hike in May
How the Russia-Ukraine crisis changes the outlook for emerging market investors
Euro area faces risk of stagflation
Our 2022 macroeconomic scenario for the US
The future of the ECB’s quantitative easing
Revising up our forecasts for euro area growth and inflation
Q&A on the regulatory risks hanging over Chinese tech stocks
Raising our 2021 inflation expectations for the euro area