Macroeconomics

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.

Macroeconomics · 30 Jun 2025
Later and Fewer
Macroeconomics · 30 Jun 2025
Gold rush
Macroeconomics · 30 Jun 2025
Private assets – the opportunity to uncover gems in an uncertain world
Macroeconomics · 30 Jun 2025
Weekly house view | Points to ponder for the Fed
Macroeconomics · 30 Jun 2025
Swiss economy and government bonds: 2024 outlook
Macroeconomics · 30 Jun 2025
Precious metals: 2024 outlook
Macroeconomics · 30 Jun 2025
Core government bonds: 2024 outlook
Macroeconomics · 30 Jun 2025
China: big shoes to fill
Macroeconomics · 30 Jun 2025
Bank of Japan, Japanese government bonds and yen
Macroeconomics · 30 Jun 2025
The Swiss outperformer
Macroeconomics · 30 Jun 2025
Asia to stay on top as supply chains diversify
Macroeconomics · 30 Jun 2025
Weekly house view | Discretionary recession
Macroeconomics · 30 Jun 2025
Weekly house view | Debt ceiling: test
Macroeconomics · 30 Jun 2025
Weekly house view | Long live King Charles III
Macroeconomics · 30 Jun 2025
Europe faces a rare test of its energy resilience
Macroeconomics · 30 Jun 2025
Our 2023 forecast for the Chinese economy
Macroeconomics · 30 Jun 2025
Weekly house view | Peace in the Middle East, war at the Fed
Macroeconomics · 27 Jun 2025
Secular Outlook 2025: Five-year return forecasts for equities, bonds, currencies and alternatives
Macroeconomics · 23 Jun 2025
Weekly house view | US hits Iran’s nuclear facilities
Macroeconomics · 16 Jun 2025
Weekly house view | War in the Middle East
Macroeconomics · 11 Jun 2025
Monthly house view | June 2025
Macroeconomics · 10 Jun 2025
Weekly house view | Trump-Musk break-up
Macroeconomics · 02 Jun 2025
Barometer: Cautious on equities as US flip-flops on tariffs
Macroeconomics · 02 Jun 2025
Weekly house view | Tariffs’ trial
Macroeconomics · 26 May 2025
Weekly house view | Mr. Bond hits back
Macroeconomics · 22 May 2025
Tilting away from the US
Macroeconomics · 22 May 2025
BRICS+, US isolationism and the implications for the dollar
Macroeconomics · 22 May 2025
The rise of BRICS+ and what it means for emerging market stocks
Macroeconomics · 19 May 2025
Weekly house view | US loses its AAA status
Macroeconomics · 14 May 2025
A new world order
Macroeconomics · 12 May 2025
Weekly house view | Fumata bianca
Macroeconomics · 12 May 2025
Monthly house view | May 2025
Macroeconomics · 08 May 2025
Barometer: Equities set for further falls as tariffs bite
Macroeconomics · 05 May 2025
Weekly house view | Farewell Warren
Macroeconomics · 28 Apr 2025
Weekly house view | China plays hardball
Macroeconomics · 22 Apr 2025
Weekly house view | Waiting for Trump to pivot
Macroeconomics · 14 Apr 2025
Weekly house view | Tariff zig zag
Macroeconomics · 10 Apr 2025
Monthly house view | April 2025
Macroeconomics · 08 Apr 2025
Liberation Day sell-off: Trump tariff blitz raises recession risk
Macroeconomics · 07 Apr 2025
Weekly house view | Trade war
Macroeconomics · 03 Apr 2025
Barometer: Emerging market assets offer refuge from Trump tariffs
Macroeconomics · 31 Mar 2025
Weekly house view | “Liberation day” has arrived
Macroeconomics · 26 Mar 2025
Caroline Reyl: reflecting on 20 years managing Pictet’s Premium Brands strategy
Macroeconomics · 24 Mar 2025
Weekly house view | “Liberation Day”
Macroeconomics · 17 Mar 2025
Weekly house view | Stagflation fears
Macroeconomics · 13 Mar 2025
Emerging market economies are more resilient than investors realise
Macroeconomics · 10 Mar 2025
Weekly house view | Merz’s “whatever it takes” moment
Macroeconomics · 05 Mar 2025
Monthly house view | March 2025
Macroeconomics · 04 Mar 2025
Barometer: Buying into Europe's Renaissance
Macroeconomics · 03 Mar 2025
Weekly house view | From green to gold cards
Macroeconomics · 24 Feb 2025
Weekly house view | German relief
Macroeconomics · 20 Feb 2025
Malaysia: back on the emerging market equities map
Macroeconomics · 19 Feb 2025
China isn’t turning Japanese
Macroeconomics · 17 Feb 2025
Weekly house view | Devil in the detail
Macroeconomics · 10 Feb 2025
Weekly house view | China hits back
Macroeconomics · 06 Feb 2025
Barometer: US a bright spot as risks to rally multiply
Macroeconomics · 03 Feb 2025
Weekly house view | Trade war
Macroeconomics · 29 Jan 2025
Emerging market companies narrowing the sustainability gap
Macroeconomics · 29 Jan 2025
Switzerland: opportunities on the road to zero
Macroeconomics · 27 Jan 2025
Weekly house view | Tariffs delayed, not denied
Macroeconomics · 24 Jan 2025
European direct lending in 2025: looking beyond the crowds
Macroeconomics · 20 Jan 2025
Weekly house view | Musk Tok
Macroeconomics · 14 Jan 2025
The 5 lessons investors should learn from 2024
Macroeconomics · 13 Jan 2025
Weekly house view | Hot Jobs
Macroeconomics · 10 Jan 2025
Outlook 2025 ‒ Euro area
Macroeconomics · 10 Jan 2025
Outlook 2025 ‒ US
Macroeconomics · 10 Jan 2025
Outlook 2025 ‒ Switzerland
Macroeconomics · 10 Jan 2025
Outlook 2025 ‒ China
Macroeconomics · 08 Jan 2025
Barometer: Sticking with stocks
Macroeconomics · 23 Dec 2024
Weekly house view | Central Bank Divergence
Macroeconomics · 16 Dec 2024
Weekly house view | Hawkish Fed cut
Macroeconomics · 09 Dec 2024
Weekly house view | A time of transition
Macroeconomics · 05 Dec 2024
French government collapses, what’s next?
Macroeconomics · 04 Dec 2024
In conversation with Richard Baldwin
Macroeconomics · 03 Dec 2024
Annual outlook for 2025
Macroeconomics · 03 Dec 2024
Monthly house view | Outlook 2025
Macroeconomics · 02 Dec 2024
Weekly house view | Barnier on the brink
Macroeconomics · 28 Nov 2024
Oil market in 2025
Macroeconomics · 27 Nov 2024
In conversation with Carmen Reinhart
Macroeconomics · 26 Nov 2024
UK Autumn Budget: “Invest, invest, invest”
Macroeconomics · 25 Nov 2024
Weekly house view | The Trump put
Macroeconomics · 18 Nov 2024
Weekly house view | Trump’s hawkish team spoils the party
Macroeconomics · 11 Nov 2024
Weekly house view | America first won, let’s hope it’s not America alone
Macroeconomics · 07 Nov 2024
What does Trump’s victory mean for markets?
Macroeconomics · 06 Nov 2024
Trump wins US election, claims “powerful mandate”
Macroeconomics · 05 Nov 2024
Barometer: US stocks have more to give
Macroeconomics · 04 Nov 2024
Weekly house view | And the winner is…
Macroeconomics · 01 Nov 2024
The Ugly Truth
Macroeconomics · 28 Oct 2024
Future-proofing the grid: an electrifying endeavour
Macroeconomics · 28 Oct 2024
Weekly house view | Another surprising election result
Macroeconomics · 24 Oct 2024
An economy in transition
Macroeconomics · 21 Oct 2024
Weekly house view | SpaceX soft landing, US economy next?
Macroeconomics · 18 Oct 2024
We are more constructive on European government bonds
Macroeconomics · 18 Oct 2024
US election countdown
Macroeconomics · 17 Oct 2024
Conflicts, elections, corrections: navigating the noise in financial markets
Macroeconomics · 14 Oct 2024
Weekly house view | Neither green nor red
Macroeconomics · 07 Oct 2024
Monthly house view | October 2024
Macroeconomics · 07 Oct 2024
Weekly house view | Rates rethink
Macroeconomics · 04 Oct 2024
Barometer: Emerging markets' turn to shine
Macroeconomics · 30 Sep 2024
Weekly house view | Xi’s “whatever it takes” moment?
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