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Macroeconomics

Weekly house view | Regime change at the Fed

Weekly house view | A deal… to sign a deal

Barometer: In earnings we trust

Under new management: what bond investors should know about a Warsh-led Fed

Barometer: Prospects for US, emerging market stocks remain strong

Barometer: Iran conflict demands earnest reassessment of active positions

Barometer: Stock market rotation won’t derail rally

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

In focus: Sir Niall Ferguson – Cold War II

Pictet Asset Management’s Annual Outlook for 2026

Time to get real

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Macroeconomics

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