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Monthly Archives

February 2024

white SUV on roadNews

Flash Note – US macro update: employment

US Employment: If last month was goldilocks, this month is re-acceleration Below you will find a new commentary by Xiao Cui, Senior Economist Pictet Wealth Management, on US employment. Nonfarm payrolls blew street forecasts out of the water, coming in hot at 353k (vs. expectation of 185k).…
LFI
05 February 2024
a close-up of a dry cracked groundNews

Flash Note – US macro update: January FOMC

Those cuts are coming, but likely not in March Xiao Cui, Senior Economist Pictet Wealth Management. Another FOMC, another whipsaw in markets. The Fed kept rates on hold at 5.25-5.50% and kept QT unchanged. As expected, the policy statement removed the tightening bias by dropping the reference to…
LFI
02 February 2024
person standing near the stairsInvesting

Capitalising on Human Capital

Investors can identify emerging market opportunities by focusing on countries' prospects for human capital growth. Robert Simpson, Head of Emerging Markets Investment Strategy & Solutions (Fixed Income & Sabrina Jacobs, Senior Client Portfolio Manager, Pictet Asset Management. Investors spend vast efforts focusing on capital –…
LFI
02 February 2024