Retail sales for direction César Pérez Ruiz, Chief Investment Officer Pictet Wealth Management. US retail sales data and results from some big retailers will take centre stage for markets this week as investors look for signals to continue a selective rally. A benign reading on…

Enrique Díaz-Alvarez, Matthew Ryan, CFA, Roman Ziruk, Itsaso Apezteguia, Eduardo Moutinho & Michał Jóźwiak We’ve witnessed a rather mixed performance from the currencies in Central and Eastern Europe since our last update. All four of the currencies covered in this report have lost ground against…

‘Higher for longer’ base ratees together with an increase in the term premium keep pressure on 10- year US Treasury yields. Lauréline Renaud-Chatelain, Fixed-income strategist, Pictet Wealth Management. The US 10-year yield has risen substantially since September, briefly touching 5% on 23 October (before retreating…

The volatility of the fixed income market has left investors wary. But the yields offered by shorter- dated bonds are as attractive as they have been in quite a while. Mickael Benhaim, Head of Fixed Income Investment Strategy & Solutions Pictet Asset Management. With bonds…