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.
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
Weekly house view | Peace in the Middle East, war at the Fed
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
Weekly house view | Tariffs’ trial
Weekly house view | Mr. Bond hits back
Weekly house view | US loses its AAA status
Weekly house view | Fumata bianca
Monthly house view | May 2025
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
Weekly house view | Trade war
Weekly house view | “Liberation day” has arrived
Weekly house view | “Liberation Day”
Weekly house view | Stagflation fears
Weekly house view | Merz’s “whatever it takes” moment
Monthly house view | March 2025
Weekly house view | From green to gold cards
Weekly house view | German relief
Weekly house view | Devil in the detail
Weekly house view | China hits back
Weekly house view | Trade war
Switzerland: opportunities on the road to zero
Weekly house view | Tariffs delayed, not denied
Weekly house view | Musk Tok
Weekly house view | Hot Jobs
Outlook 2025 ‒ Euro area
Outlook 2025 ‒ US
Outlook 2025 ‒ Switzerland
Outlook 2025 ‒ China
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
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
Trump wins US election, claims “powerful mandate”
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
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
Weekly house view | Un-inverted
Switzerland: macro update
Monthly house view | September 2024
Euro area private consumption
Weekly house view | Waiting for the Fed
Weekly house view | All that glitters is not gold
Euro area wages
Gearing up for change
Weekly house view | Ukraine strikes back
The economic costs of a shifting geopolitical landscape
A ‘new normal’ for large economies
Weekly house view | Flash crash in Japan
Global Equities - Taking stock after the shock
How efficient is monetary policy transmission in the UK?
Monthly house view | August 2024
Weekly house view | The Good, the Bad and the Ugly
Macro update: growth scare vs. recession risks
Weekly house view | “R” for rotation
Weekly house view | Out of the race
What if US imposes a 60% tariff on Chinese imports?
The BOJ’s path to normalising monetary policy
Precious Metals: Gold
The impact of US elections on asset classes
Weekly house view | US rate cut in sight