Please find below a new comment from Xiao Cui, Senior Economist, at Pictet Wealth Management, ahead of next Wednesday’s Fed meeting : The new dot plot and Chair Powell’s press conference will take center stage at the FOMC meeting next week, where we expect no…

Please find below a new comment from Frederik Ducrozet, Head of Macroeconomic Research, at Pictet Wealth Management, on today’s ECB meeting: ECB: one step at a time As widely expected, the ECB cut its key rates by 25 basis points, bringing the deposit facility rate…

June 2024 Prospects for the world economy have improved and interest rates are about to fall. That's a positive backdrop for stock markets in the near term. Asset allocation: from soft-landing to no-landing Not so long ago, the markets were convinced that the US would…

Below you will find a new commentary by Lauréline Renaud-Chatelain, ​ CIO Office & Macro Research at Pictet Wealth Management. SUMMARY Corporate bonds have outperformed government bonds this year, mainly due to spread tightening and corporate bonds’ more elevated yields. Credit spreads now look particularly…

Reserve a spot for Japanese stocks in your savings plan The Japanese stock market has been due for rediscovery for a while now, after being forgotten by just about every investor for years. The Nikkei index even improved set a new record for the first…

Below you will find a new commentary by Frederik Ducrozet, Head of Macroeconomic Research, at Pictet Wealth Management, ahead of this Thursday’s ECB meeting. Inflation surprised the consensus to the upside today, with the headline HICP figure accelerating more than expected to 2.6% y/y in…