Annalisa Piazza, Fixed-Income Research Analyst, MFS Investment Management We expect the ECB to hike interest rates by 50bp to 2.5% at its Governing Council meeting this Thursday. The pace of hiking is not expected to slow down anytime soon and ...

César Pérez Ruiz, Chief Investment Officer Pictet Wealth Management Real US GDP growth came in at 2.9% annualised in Q4 22, down from Q3 (3.2%) but better than expected. Yet a reversal of the rise in inventories that explains half of that gro...

Below is a commentary by Frederik Ducrozet, Head of Macroeconomic Research, and Nadia Gharbi, Senior Economist at Pictet Wealth Management with their predictions for this Thursday's ECB meeting (2 February 2023). We think the ECB has no real...

Comments by Franck Dixmier, Global CIO Fixed Income, AllianzGI, ahead of the European Central Bank and US Federal Reserve meetings in February 2023. The announcements at the European Central Bank and Federal Reserve monetary policy meetings thi...

Commentary by Thomas Costerg, US economist at Pictet Wealth Management, with his predictions on the Fed meeting on Wednesday 1 February. The Federal Reserve looks likely to raise rates by 25bps on 1st February, representing a downshift in the ...

By Ole Hansen, Head of Commodity Strategy at Saxo Ole Hansen The Bloomberg Commodity Index (BCOM) traded higher for a third week as it continued to recover from an early January selloff that was driven by the IMF’s global recession warning...