Pictet Group
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.
Weekly house view | Defiant in the defeat
Embracing endowment-style investing
Weekly house view | To taco or not to taco?
Weekly house view | You’ve got mail
Monthly house view | July 2025
Barometer: Equities enter slightly calmer waters
Weekly house view | Peace in the Middle East, war at the Fed
Secular Outlook 2025: Five-year return forecasts for equities, bonds, currencies and alternatives
Weekly house view | US hits Iran’s nuclear facilities
Weekly house view | War in the Middle East
Monthly house view | June 2025
Weekly house view | Trump-Musk break-up
Barometer: Cautious on equities as US flip-flops on tariffs
Weekly house view | Tariffs’ trial
Weekly house view | Mr. Bond hits back
Tilting away from the US
BRICS+, US isolationism and the implications for the dollar
The rise of BRICS+ and what it means for emerging market stocks
Weekly house view | US loses its AAA status
A new world order
Weekly house view | Fumata bianca
Monthly house view | May 2025
Barometer: Equities set for further falls as tariffs bite
Weekly house view | Farewell Warren
Weekly house view | China plays hardball
Weekly house view | Waiting for Trump to pivot
Weekly house view | Tariff zig zag
Monthly house view | April 2025
Liberation Day sell-off: Trump tariff blitz raises recession risk
Weekly house view | Trade war
Barometer: Emerging market assets offer refuge from Trump tariffs
Weekly house view | “Liberation day” has arrived
Caroline Reyl: reflecting on 20 years managing Pictet’s Premium Brands strategy
Weekly house view | “Liberation Day”
Weekly house view | Stagflation fears
Emerging market economies are more resilient than investors realise
Weekly house view | Merz’s “whatever it takes” moment
Monthly house view | March 2025
Barometer: Buying into Europe's Renaissance
Weekly house view | From green to gold cards
Weekly house view | German relief
Malaysia: back on the emerging market equities map
China isn’t turning Japanese
Weekly house view | Devil in the detail
Weekly house view | China hits back
Barometer: US a bright spot as risks to rally multiply
Weekly house view | Trade war
Emerging market companies narrowing the sustainability gap
Switzerland: opportunities on the road to zero
Weekly house view | Tariffs delayed, not denied
European direct lending in 2025: looking beyond the crowds
Weekly house view | Musk Tok
The 5 lessons investors should learn from 2024
Weekly house view | Hot Jobs
Outlook 2025 ‒ Euro area
Outlook 2025 ‒ US
Outlook 2025 ‒ Switzerland
Outlook 2025 ‒ China
Barometer: Sticking with stocks
Weekly house view | Central Bank Divergence
Weekly house view | Hawkish Fed cut
Weekly house view | A time of transition
French government collapses, what’s next?
In conversation with Richard Baldwin
Annual outlook for 2025
Monthly house view | Outlook 2025
Weekly house view | Barnier on the brink
Oil market in 2025
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
What does Trump’s victory mean for markets?
Trump wins US election, claims “powerful mandate”
Barometer: US stocks have more to give
Weekly house view | And the winner is…
The Ugly Truth
Future-proofing the grid: an electrifying endeavour
Weekly house view | Another surprising election result
An economy in transition
Weekly house view | SpaceX soft landing, US economy next?
We are more constructive on European government bonds
US election countdown
Conflicts, elections, corrections: navigating the noise in financial markets
Weekly house view | Neither green nor red
Monthly house view | October 2024
Weekly house view | Rates rethink
Barometer: Emerging markets' turn to shine
Weekly house view | Xi’s “whatever it takes” moment?
Emerging market local currency sovereign bonds - Update
The great German stagnation
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