Pictet Group
Macroeconomics Insights
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
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
Switzerland: opportunities on the road to zero
Emerging market companies narrowing the sustainability gap
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 ‒ Switzerland
Outlook 2025 ‒ US
Outlook 2025 ‒ Euro area
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
Monthly house view | Outlook 2025
Annual outlook for 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?
The great German stagnation
Emerging market local currency sovereign bonds - Update
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
Barometer: Conditions favour Swiss and financial stocks
Monthly house view | September 2024
Euro area private consumption