Pictet Group
Market insights
Macroeconomics
Weekly house view | Trump China tariff threat 2.0
Horizon 2025 | 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