Pictet Group
Latest Macroeconomics Insights
Understand the complex interplay between macroeconomic factors and financial markets. Stay up to date with the latest macroeconomic insights. Our insights train an expert lens on the intricate workings of the global economy.
UK: paving the way for BoE easing
The taxman cometh
The fiscal equation gets tougher for France
Weekly house view | The pivot from the pivot
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
Higher oil hurts
Weekly house view | Israel under attack
Monthly house view | October 2023
China: big shoes to fill
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