Market insights

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Market insights

Macroeconomics

In focus: Sir Niall Ferguson – Cold War II

Weekly house view | Hawkish cut

House view | Outlook 2026

Pictet Asset Management’s Annual Outlook for 2026

Weekly house view | Holiday retail cheer

Time to get real

Weekly house view | Thanksgiving ultimatum

Weekly house view | Nvidia to the rescue?

Weekly house view | Markets jumpy on confusing data

Global trade capital flows and the US dollar

Barometer: Rally appears set to continue into year end

Weekly house view | Waiting for the Supreme Court

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Markets

Market insights

Macroeconomics

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