Pictet Group
Macroeconomics Insights
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
Weekly view - A hazy picture
House View, February 2023
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
Weekly View - New year, new hopes
House View, January 2023
Our 2023 outlook for the euro area economy
Our 2023 outlook for the UK and for gilts
Weekly View - A hawkish Christmas
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
Weekly View - Slower, higher…and longer
César Pérez Ruiz shares his top 3 investment themes of the month
What Lula’s election means for Brazilian assets
House View, November 2022
It ain’t over ‘til it’s over
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
César Pérez Ruiz shares his top 3 investment themes of the month
Weekly View - Dodging the bullets
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, 15 August 2022
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
Positive on the Swiss franc
Insights from Nobel laureate and best-selling author, economist Joseph Stiglitz
Don’t write off the European Central Bank
Weekly View - BoJ: Last man standing
Updated scenarios for central banks, inflation and oil prices
Sharp contraction in tax receipts hampers Chinese fiscal stimulus
Weekly View - Peak? What peak?
Weekly View - “Hurricane coming”
Weekly View - Long Live The Queen
Revising down our forecast for Chinese growth
Weekly View - Target hit
US - A hike around mount recession
Weekly View - NATO +2
Euro periphery bond update
Weekly View - Unsettled
Fed looks vaguely into the future
House View, May 2022
Weekly View - Mayday Mayday
Weekly View - Netflop
Weekly View - Tightening times
Bumpy road ahead for US Treasuries
Weekly View - Biden opens the taps
Latest job report sets stage for 50bp Fed rate hike in May
How the Russia-Ukraine crisis changes the outlook for emerging market investors
Weekly View - The Fed ups the pace
Weekly View - Lift off!
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