Pictet Group
Latest Macroeconomics Insights
Are the good times over for the Yale endowment model?
Iranian attack builds momentum for conflict expansion
Weekly house view | Ironclad at work
Later and Fewer
Gold rush
Weekly house view | Payroll eclipse
Monthly house view | April 2024
Investing and managing with a long view
Private assets – the opportunity to uncover gems in an uncertain world
Weekly house view | Points to ponder for the Fed
Weekly house view | The fed wants to cut
Has the easing cycle started?
The Bank of Japan’s quiet revolution
Weekly house view | RIP NIRP
Weekly house view | Increased confidence
Monthly house view | March 2024
Weekly house view | Getting closer
Weekly house view | Making history
Weekly house view | Bumpy ride towards 2% inflation
Monthly house view | February 2024
Taking on more duration
How do US elections impact monetary policy?
Weekly house view | S&P500
Weekly house view | More confidence needed
Waning central bank support for the Swiss franc
Perspectives 2024
Weekly house view | Enchanted economy
Weekly house view | Markets wait for earnings guidance
Monthly house view | January 2024
Weekly house view | Welcome to 2024: The great election year
UK economy and bonds: 2024 outlook
Italian and Spanish sovereign bonds : 2024 outlook
Developed-market equities: 2024 outlook
Weekly house view | Rates higher for longer... but not forever
The Fed pivots, its peers hold back
Equity volatility: 2024 outlook
Emerging-market currencies: 2024 outlook
Oil market: 2024 outlook
Weekly house view | Shake it off
Swiss franc: 2024 outlook
China: 2024 outlook
Euro area: 2024 outlook
Japan and Japanese bonds: 2024 outlook
Monthly house view | December 2023
Weekly house view | Titans pass
US economy: 2024 outlook
Corporate bonds: 2024 Outlook
Swiss economy and government bonds: 2024 outlook
Precious metals: 2024 outlook
Core government bonds: 2024 outlook
Weekly house view | Election surprises
Biases and sensation seeking: Scott Nations on the mental aspect of investing
Biden-Xi meeting eases superpower tensions, but competition remains
Weekly house view | The Pandas are back
Chris Miller – Friend shoring and the semiconductor industry
Weekly house view | Retail sales for direction
In the balance: Gillian Tett on geopolitics and globalisation
Weekly house view | Powell's soft pivot
Monthly house view | November 2023
Uncertainties feed into higher Treasury yields
Weekly house view | Happy Halloween
Weekly house view | Unsustainable fiscal path
Weekly house view | Fed done despite inflation running hot
China: big shoes to fill
Higher oil hurts
Weekly house view | Israel under attack
Monthly house view | October 2023
Weekly house view | Victory for Europe
Weekly house view | Connecting the Dots
Bank of Japan, Japanese government bonds and yen
Weekly house view | Hawkish Fed Pause Expected
Treasury yields could drop back, but remain structurally higher
Weekly house view | Detroit on strike ?
China’s economy could stabilise
Positive on local-currency EM bonds
China: no systemic financial risk, but lower long-term growth
Weekly house view | Goldilocks again ?
Monthly house view | September 2023
US macro update
Weekly house view | Never surrender
Weekly house view | Waiting for Jay
Weekly house view | Italian bank taxes, yes and no
Becoming more upbeat about the euro periphery
Weekly house view | No one is infallible
What's wrong with China's post-covid recovery and how to deal with it?
US Q2 GDP: Goods news on growth and even better news on inflation
Monthly house view | August 2023
Is Japan finally at an inflection point?
Weekly house view | Delayed again
Weekly house view | The loser has won
Demographic transition on a global scale
Major economies face sluggish long-term growth
Weekly house view | Seeking guidance
Alexander Stubb on how the west can shape a new world order for the 21st century
Italy’s Belt and Road conundrum
Weekly house view | The hot labour summer
High-yield bonds: resilient for how long?
Beyond abundance ?
(Slightly) higher for longer
The Swiss outperformer