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Market insights

Macroeconomics

Weekly house view | A spirit of dialogue at Davos

Weekly house view | Earnings to the fore

Barometer: Stocks set for further gains as economic conditions remain benign

Weekly house view | Donroe Doctrine

Weekly house view | AI trade in trouble

In focus: Sir Niall Ferguson – Cold War II

Weekly house view | Hawkish cut

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?

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Markets

Market insights

Macroeconomics

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