Pictet Group
Últimos análisis y comentarios sobre macroeconomía
Weekly house view | Paz en Oriente Próximo, guerra en la Fed
Secular Outlook 2025: previsiones de rentabilidad a cinco años para renta variable, renta fija, divisas y activos alternativos
Weekly house view | EE. UU. ataca las instalaciones nucleares de Irán
Weekly house view | Guerra en Oriente Medio
Monthly house view | Junio 2025
Weekly house view | Divorcio Trump-Musk
Barómetro: prudencia en renta variable ante los vaivenes arancelarios de EE.UU.
Weekly house view | Juicio a los aranceles
Weekly house view | Temblores en el mercado de bonos
BRICS y multiactivos
BRICS+, aislacionismo estadounidense e implicaciones para el dólar
El auge de los BRICS+ y su relevancia para la renta variable emergente
Weekly house view | EE. UU. pierde su estatus "AAA"
Un nuevo orden mundial
Weekly house view | Fumata blanca
Monthly house view | Mayo 2025
Barómetro: la renta variable se prepara para nuevas caídas por el efecto de los aranceles
Weekly house view | Buffett se retira
Weekly House View | China aguanta el pulso
Weekly house view | A la espera del giro de Trump
Weekly house view | Marcha atrás en los aranceles
Monthly house view | Abril 2025
Venta masiva del Día de la Liberación: la ofensiva arancelaria de Trump aumenta el riesgo de recesión
Weekly house view | Guerra comercial
Barómetro: los activos emergentes ofrecen refugio frente a los aranceles de Trump
Weekly house view | “Liberation day” ha llegado
Caroline Reyl: reflecting on 20 years managing Pictet’s Premium Brands strategy
Weekly house view | “Día de la Liberación”
Weekly house view | Temores estanflacionistas
Weekly house view | Momento “Lo que haga falta” de Merz
Monthly house view | March 2025
Barómetro: invertir en el renacimiento de Europa
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
Barómetro: EE.UU. destaca de forma positiva mientras se multiplican los riesgos para un “rally”
Weekly house view | Trade war
Switzerland: opportunities on the road to zero
Empresas de los mercados emergentes: reduciendo la brecha de sostenibilidad
Weekly house view | Tariffs delayed, not denied
Weekly house view | Musk Tok
Weekly house view | Hot Jobs
Outlook 2025 ‒ Euro area
Outlook 2025 ‒ Switzerland
Outlook 2025 ‒ US
Outlook 2025 ‒ China
Barómetro: fieles a la renta variable
Weekly house view | Central Bank Divergence
Weekly house view | A time of transition
French government collapses, what’s next?
Monthly house view | Outlook 2025
Perspectivas anuales para 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
Trump wins US election, claims “powerful mandate”
Barómetro: la renta variable estadounidense tiene más que ofrecer
Weekly house view | And the winner is…
The Ugly Truth
Weekly house view | Another surprising election result
Una economía en transición
Preparar la red para el futuro
Weekly house view | SpaceX soft landing, US economy next?
We are more constructive on European government bonds
US election countdown
Conflictos, elecciones, correcciones: sorteando el ruido en los mercados financieros
Weekly house view | Neither green nor red
Monthly house view | October 2024
Weekly house view | Rates rethink
Barómetro: los mercados emergentes brillarán con luz propia
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
Barómetro: condiciones favorables para los títulos suizos y financieros
Euro area private consumption
Weekly house view | Waiting for the Fed
Weekly house view | All that glitters is not gold
Euro area wages
A ‘new normal’ for large economies
Gearing up for change
The economic costs of a shifting geopolitical landscape
Weekly house view | Ukraine strikes back
Weekly house view | Flash crash in Japan
Global Equities - Taking stock after the shock