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Macroeconomics Insights
Weekly house view | Waiting for the Supreme Court
Weekly house view | Chickening out?
Monthly house view | October 2025
Weekly house view | Cockroaches in the market
The great digital decoupling
Weekly house view | Trump China tariff threat 2.0
US fiscal situation: hardly sustainable
Weekly house view | Japan heading for first female PM
Barometer: Moving overweight equities as economy remains resilient
Weekly house view | US government shutdown looms
Weekly house view | Don’t fight the fed
Monthly house view | September 2025
Weekly house view | Fed: time to cut
Horizon 2025 - Turning inward
Weekly house view | Ishiba out, Bayrou next?
Barometer: Emerging markets more attractive than expensive US
Weekly house view | Tariffs hiccup
Weekly house view | The Fed put is back on
Weekly house view | Waiting for Powell
Weekly house view | Trump, Putin finally meet
Barometer: Balancing the risks
Weekly house view | We have a deal
Weekly house view | We have a deal
Weekly house view | Defiant in the defeat
Embracing endowment-style investing
Weekly house view | To taco or not to taco?
Monthly house view | July 2025
Weekly house view | You’ve got mail
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
The rise of BRICS+ and what it means for emerging market stocks
Tilting away from the US
BRICS+, US isolationism and the implications for the dollar
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
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 ‒ Euro area
Outlook 2025 ‒ China
Outlook 2025 ‒ US
Outlook 2025 ‒ Switzerland
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…